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Home » Long Beach Probate Resources

Long Beach Probate Resources

When a loved one dies, the assets that are included in that person’s estate needs to be distributed to the heirs and beneficiaries.  In most cases, in order for those assets to be properly distributed, the estate needs to go through probate proceedings.  Probate requires many steps, including proving the existence of the will, if one exists; identifying the assets and establishing an inventory of those assets; paying all legitimate debts, funeral expenses, and estate taxes; and finally distributing the remaining assets to the appropriate heirs or beneficiaries. Here are few useful probate resources for Long Beach residents.

Long Beach probate resources

Long Beach is located on the Pacific Coast within the Greater Los Angeles area.  Long Beach is the second-largest city in the Los Angeles metropolitan area. Since Long Beach is located in Los Angeles County it is the Los Angeles County Probate Court that handles probate matters for Long Beach residents.

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Probate Fees

In addition to attorney’s fees, there may be additional necessary fees imposed for probate services. Those other fees likely include court fees, fees for the services of a personal representative, accounting fees, appraisal fees and business valuation fees. Court fees and personal representative fees are set by state statute.

2018 Probate Fee Schedule

There can be a variety of fees such as postage for mailing notices and other documents depending on the type of property in the estate,  the cost of storing and insuring personal property, shipping or moving personal property. These fees are typically deducted from the probate estate.

Attorney fees for probate work

The state of California imposes set fees for probate work established by statute, based on the gross value of the estate.  The attorney’s fee schedule is as follows:

  • 4% of the first $100,000 of the probate estate’s gross value
  • 3% of the next $100,000
  • 2% of the next $800,000
  • 1% of the next $9 million
  • 5% of the next $15 million

Probate clinics for conservatorship and guardianship

The Stanley Mosk Courthouse is located at 111 North Hill Street in Los Angeles. The probate court provides a conservatorship clinic on the Fourth Floor in room 426 on Mondays, Tuesdays and Thursdays between 9 a.m. and 12 p.m. You can be seen at the clinic on a first come, first served basis.  The guardianship clinic is held on the Second Floor in Room 230 on Mondays, Tuesdays, and Wednesdays, also on a first come, first serve basis.

Wills, Estates & Trusts

The probate court also provides self-help for creating Wills, Estates & Trusts. Some people find do-it-yourself legal forms online and believe they are an easy and inexpensive way to create estate planning documents, including the last will and testament. These forms allow consumers to create their estate plans at home on their own computers, without the need for an attorney. However, as our Long Beach probate attorneys know, these types of estate planning instruments often lead to probate litigation. So, you may want to rethink that choice.

DIY estate planning documents may not be legally valid

Despite your best efforts, an online will or trust may not be legally valid when it comes time to enforce its provisions. Although using these DIY forms, instead of consulting a licensed estate planning attorney, may save you time and money now, the problems that will likely arise will cause issues for your family in the end. In most cases, the defects in the online forms you create may not be discovered until it’s too late to cure them.

Problems with a DIY will could lead to probate litigation

Our Long Beach probate attorneys recognize the likelihood of DIY estate planning documents ending up the subject of probate litigation. The reality is the families of the consumers that use them find out the consequences the hard way.

There are many misconceptions regarding the California probate process that cause clients to start their estate planning with the wrong goals. The focus of your estate plan should be to preserve your estate for your family so you can protect their future. The California probate process may be different from that in other states, so you should understand the process in the state where you live.

If you have questions regarding probate, estate planning, trust contests, or any other trust administration issues, please contact the Schomer Law Group either online or by calling us in Los Angeles at (310) 337-7696.

#estateplanning, #schomerlawgroup, #longbeachprobateresources

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Client Review
July 29, 2020
    

We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

Frank & Jutta R
Client Review
July 29, 2020
    

Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

Paula M.
Client Review
July 29, 2020
    

We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

Phillip G.
Client Review
July 29, 2020
    

When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
Client Review
July 29, 2020
    

We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
Client Review
July 29, 2020
    

We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
Client Review
July 29, 2020
    

Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
Client Review
July 29, 2020
    

Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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