Estate Administration

Resolve all claims and begin the management of your deceased loved one’s estate with assistance from Agility Legal Solutions. The probate process can be time-consuming and tedious. Let us help you with your probate from beginning to end.  Probate an entire estate for only $4700.  


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What Is Probate?

After someone dies, their assets must be allocated either according to the terms of the deceased person's Will or in accordance with intestate succession laws. These laws are set out in the California Probate Code Sections 6400-6417 and outline to who and how a decedent's assets are distributed to those left behind.

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Who Is an Executor?

An executor is entrusted with responsibility for winding up someone's earthly affairs -- a big or little task, depending on the situation. Essentially, an executor is charged with protecting a deceased person's property until all debts and taxes have been paid, and seeing that what's left is transferred to the people who are entitled to it. Learn more by visiting the NOLO website.

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Mediation

Mediation is quick, private, fair, and inexpensive compared to a lawsuit. Mediation sessions are usually scheduled within a few weeks or, at most, a couple of months from the time of a request lawsuits often take many months, or even years, to resolve. Get in touch with us to learn why you should consider mediation for disputes that arise during estate planning or probate.

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Estate and Gift Taxes

A deceased person’s estate is a separate legal entity for federal income tax purposes. If you’re the executor of someone’s estate, you may need to file an income tax return for the estate, as well as a final personal income tax return for the deceased person. If an estate has gross income for the year of over $600 or a beneficiary who is a nonresident alien, an income tax return must be filed. Learn more by visiting the NOLO website

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Small Estates

If your estate is relatively small, you may not have to worry about probate at all. Almost every state now offers shortcuts through probate -- or a way around it completely -- for "small estates." Because of the way the laws are written, however, many large estates, worth hundreds of thousands of dollars, are eligible for special transfer procedures that speed property to inheritors. Learn more by visiting the NOLO website.

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Probate Administration

After someone's death, the person that is named in the Will as executor -- or, if the person dies without a Will, the person appointed by a judge -- files papers in the local probate court. The executor proves the validity of the Will and presents the court with lists of the property, the debts, and who is to inherit what is left. Then, relatives and creditors are officially notified of the person's death. Learn more by visiting the NOLO website.

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Probate Document Preparation


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Conservator of the Estate

This document is used to appoint a person to have the legal right to take care of the finances and assets of an incapacitated person.

Conservator of the Person

This document is used to appoint a caretaker for an adult that is unable to care for him or herself.

Guardianship of the Estate

A guardianship of the estate is set up to allow the guardian to make decisions only about matters regarding the ward's assets and property.

Guardianship of the Person

A probate guardianship of the person is set up because a child is living with an adult who is not the child's parent, and the adult needs a court order to make decisions on behalf of the child.

Small Estate Affidavit

This affidavit is used by the spouse or heir of a deceased person to obtain property of the deceased.

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Estate Tax Return

This tax return is due on April 15th after the year the gift is made.

Gift Tax Return

This tax return is due to be filed with the Internal Revenue Service (IRS) 9 months after the date of death.

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