Probate

When someone dies, your estate goes through probate. Probate is a legal process where the executor of your estate gathers assets, pays estate debts, taxes and expenses of administrations and distributes remaining assets to beneficiaries and heirs.  The executor or personal representative is in charge of this process, and probate provides an orderly method for administration of the estate. The executor is held accountable by the beneficiaries (and sometimes is supervised formally by a probate court). The executor is entitled to a reasonable fee or commission.

Probate can be intimidating and costly.  The Jordan Law Office can assist you with the probate process.

Estate Administration and Trust Administration

If your estate is administered in probate court, California law will dictate how and when your estate is distributed to your beneficiaries.  The legal proceedings can be cumbersome and confusing. 

If your estate is administered through a Trust, the Trustee is obligated to follow the wishes of the grantor as stated in the Trust document.  The Trustee has duties and obligations to the beneficiaries.  As such, it is important that the Trustee have legal representation to guide him or her in the proper administration of the trust assets.

The Jordan Law Office handles all court proceedings and can help Trustees in the administration of trusts.  We provide comfort knowing that your family will be properly provided for in the manner you choose.

Trust Disputes and Estate Disputes

Sometimes disputes occur in the administration of an estate.  When this happens, your Trustee will need expert and independent legal advice.  The Jordan Law Office believes that your estate is a lasting legacy to you and all that you have worked for and that it is a waste to prolong litigation.  To this end, we will seek a negotiated settlement whenever possible.  If Court action is required, we will represent your estate and seek to enforce your desires.  

Estate Planning for Medi-Cal

Medi-Cal is a combined federal and state entitlement program that is often utilized for long-term care benefits.  Whether you are eligible depends on many factors including your income.  If you are eligible, your estate may be required to reimburse Medi-Cal if you own a home with substantial equity built-up.  The Jordan Law Office can provide you with the tools needed to avoid depleting your estate assets.