Legal Question in Wills and Trusts in California

My mother past away and she has a savings account with approx $15,000. She did not have a will and the only legal document I have is a power of attorney that she signed about a year ago. Can you tell me what problems I should expect? Like probate or something.


Asked on 6/13/10, 8:03 pm

3 Answers from Attorneys

Robert F. Cohen Law Office of Robert F. Cohen

The power of attorney is no longer effective. If you are the only child, you can administer her estate using the small estate process if the value does not exceed $100,000 and 40 days have elapsed since her death. You would need to obtain a certified copy of her death certificate and issue a demand to the bank pursuant to Probate Code section 13101.

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Answered on 6/13/10, 11:43 pm
Kai Wessels Kai H. Wessels

My guess is that you will have to retain counsel and go through probate. The attorney will not have to be paid until the end of the probate process. If your mother's estate is less than $100,000, then you can avoid going through probate and use the small estate procedures. Again you should consult with an attorney to assist you with drafting the 13100 declaration (if the estate is less than $100,000).

My condolences, and I wish you the best.

Sincerely,

Kai H. Wessels, Esq.

The above is provided for informational purposes only, and is not intended to nor should be relied upon as legal advice.

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Answered on 6/14/10, 8:55 am
Jonathan Reich De Castro, West, Chodorow, Glickfeld & Nass, Inc.

Unless you were also named on the account, you may have to go through a summary probate process. As an alternative to a lawyer, you might check with one of the self help legal services. It might be hard to find a laywer because the amount involved, and therefore the statutory fees they would be allowed, will not make it an attractive matter. Good luck.

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Answered on 6/14/10, 2:18 pm


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