Santa Ysabel Wills & Probate Lawyer, California

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September Katje
About | Practice Areas
Pacific Wealth Legal Advisors
130 South Chaparral, Suite 140-B Anaheim Hills, CA 92808» view map
Estate Law
Small Firm. Big Difference.

Our attorneys have a unique and broad skill set enabling them to be excellent advisors.

800-878-2980
1. September Katje Anaheim, CA
  Attorney at Law- CA, 2003
  California Western School of Law, J.D. 2003
2. AboutPacific Wealth Legal Advisors
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Includes: Estate Administration, Living Wills, Wills

Walter E. Pinkerton

Wills & Probate, Corporate, Wills, Trusts

Status: In Good Standing

CONTACT

16466 Bernardo Center Drive, San Diego, CA 92128

Scott Campbell Tolstad

Power of Attorney, Estate, Estate Administration, Trusts, Wills & Probate

Status: In Good Standing Licensed: 42 Years

CONTACT

Valley Center, CA 92082

Heather Marie Harshman

Other, Wills, Trusts

Status: In Good Standing Licensed: 24 Years

CONTACT

831 S Broadway, Escondido, CA 92025

Kelly Ghilardi Jette

Wills, Trusts, Estate

Status: In Good Standing Licensed: 17 Years

CONTACT

225 E 4Th Ave, Escondido, CA 92025

Alan Lang Atlas

Landlord-Tenant, Traffic, Wills, Trusts

Status: In Good Standing

CONTACT

1815 N Broadway, Escondido, CA 92026

Daniel Joseph Wilson

Wills, Trusts, Gift Taxation, Child Custody

Status: In Good Standing Licensed: 12 Years

CONTACT

11665 Avena Pl, San Diego, CA 92128

Diana Cecilia Guzman Boley

Wills, Trusts

Status: In Good Standing Licensed: 25 Years

CONTACT

16516 Bernardo Center Dr, San Diego, CA 92128

Carol Ronquillo

Traffic, Wills, Trusts, Elder Law

Status: In Good Standing

CONTACT

16870 West Bernardo Dr, San Diego, CA 92127

Roberta J Robinson

Estate Planning, Commercial Real Estate, Business, Trusts, Wills

Status: In Good Standing Licensed: 47 Years

CONTACT

11665 Avena Pl, San Diego, CA 92128

Mary Louise Waltari

Traffic, Immigration, Wills, Trusts

Status: In Good Standing Licensed: 33 Years

CONTACT

11464 Caminito Magnifica, San Diego, CA 92131

800-923-0641

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LEGAL TERMS

FAMILY ALLOWANCE

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to ... (more...)

A certain amount of a deceased person's money to which immediate family members are entitled at the beginning of the probate process. The allowance is meant to help support the surviving spouse and children during the time it takes to probate the estate. The amount is determined by state law and varies greatly from state to state.

DEVISEE

A person or entity who inherits real estate under the terms of a will.

INCOMPETENCE

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at ... (more...)

The inability, as determined by a court, to handle one's own personal or financial affairs. A court may declare that a person is incompetent after a hearing at which the person is present and/or represented by an attorney. A finding of incompetence may lead to the appointment of a conservator to manage the person's affairs. Also known as 'incompetency.'

SUCCESSION

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which d... (more...)

The passing of property or legal rights after death. The word commonly refers to the distribution of property under a state's intestate succession laws, which determine who inherits property when someone dies without a valid will. When used in connection with real estate, the word refers to the passing of property by will or inheritance, as opposed to gift, grant, or purchase.

DEED OF TRUST

See trust deed.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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Santa Ysabel Wills & Probate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Walter E. Pinkerton

Scott Campbell Tolstad

Heather Marie Harshman

Kelly Ghilardi Jette

Alan Lang Atlas

Daniel Joseph Wilson

Diana Cecilia Guzman Boley

Carol Ronquillo

Roberta J Robinson

Mary Louise Waltari

TIPS

LEGAL TERMS

FAMILY ALLOWANCE

DEVISEE

INCOMPETENCE

SUCCESSION

DEED OF TRUST

TAKING AGAINST THE WILL

RESIDUARY BENEFICIARY

RULE AGAINST PERPETUITIES

PER CAPITA

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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