The California Probate Paralegal

The California Probate Paralegal, Second Edition, is a comprehensive textbook for students and practicing paralegals in California. It covers the nuts and bolts of probate, estate planning and administration using a balanced approach of theory and application. The textbook includes the history of probate and estate planning, as well as the most current, up-to-date information about estate planning and administration. This textbook provides state specific statutes, rules, and procedures and step-by-step guidance in preparing California Judicial Council forms and pleadings. Forms and practical examples are used throughout the book as they apply to typical probate and estate issues a paralegal will face in the law firm. The book is written for all levels - students as well as practicing paralegals. Readers will enjoy this topical and easy to follow textbook and will refer to it again and again as a valuable desk reference in their daily work as a probate/estate planning paralegal. PowerPoint slides are available upon adoption. Sample slides from the full 30-slide presentation are available to view here. Email [email protected] for more information.

Please note that this edition is now out of print and has been replaced by the 18th edition, also available through MyiLibrary ... Written by probate paralegal Julia Nissley, this indispensable bestseller unravels how to settle a simple California estate without an attorney. How to Probate an Estate provides all the tear-out forms and instructions one needs to: o read and understand a will o determine who gets property if there is no willo transfer property to a surviving spouseo collect life insurance and other benefitso change title of real estate, securities and other possessions into the names of the new ownerso and much more

Written by probate paralegal Julia Nissley, this indispensable guide unravels how to settle a simple California estate without an attorney. How to Probate an Estate in California provides all the tear-out forms and instructions one needs to: read and understand a will, determine who gets property if there is no will, transfer property to a surviving spouse, collect life insurance and other benefits, change title of real estate, securities and other possessions into the names of the new owners and much more. The completely updated 19th edition provides the latest laws, estate taxes and forms for the current year.

If you need to wrap up the affairs of a deceased family member or friend in California, you can save big on attorney fees by handling many aspects of the probate process yourself. How to Probate an Estate in California is the only book that provides forms, tips, and step-by-step instructions for settling a loved one's estate—all written in plain English. You might even be able to handle the whole process without hiring a lawyer or setting foot in the courthouse. With this easy-to-follow guide, you'll learn how to: read a will determine who inherits property if there is no will handle probate paperwork collect life insurance and other benefits transfer community property to a surviving spouse or domestic partner pay bills and taxes, and distribute property left through trusts. Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate—and save money in the process. Why pay a lawyer tens of thousands of dollars to probate an estate when you can do much of it on your own? This new edition includes important updates on California’s small estate procedures, California Proposition 19, and federal estate taxes, as well as fresh insights from an experienced probate attorney practicing in California.

This book explains the probate field for paralegals and describes in detail the procedures involved in informal probate of an estate from start to finish including: accounting, closing an estate, and making sales of real property. The printed Judicial Council forms are included, as well as typewritten forms needed for alternative procedures. It also describes the preparation of federal estate tax return and the completion of the main schedules, practical tips, and gift taxes. It also covers intestate estates, preparation of wills, and estate planning in general terms. The book contains separate chapters on revocable and irrevocable trusts and trust administration.ALSO AVAILABLEINSTRUCTOR SUPPLEMENTS CALL CUSTOMER SUPPORT TO ORDERInstructors Manual, ISBN: 0-8273-7306-6

HOW TO LIVE & DIE WITH CALIFORNIA PROBATE is designed to be a layperson's guide to the California probate process. It was written by California probate attorney John Palley. Mr. Palley is a Certified Specialist in Estate Planning, Trust, and Probate Law who has been an estate attorney since 1994. Mr. Palley has conducted approximately 1,000 probate cases during his career and puts this experience on paper to help the layperson or new attorney to navigate the California probate process. It is filled with tips and ideas to help keep the probate process to a minimum. Mr. Palley explains how a California probate can be completed in SEVEN months and gives concrete ways to make this happen. Additional information can be found on his website www.CaliforniaProbate.Info

The leading text in the field takes a practical approach, illustrating legal principles through examples, exercises, legal forms, checklists, and actual drafts of wills and trusts. Students are exposed to detailed procedures and are prepared for everyday practical duties of the paralegal through comprehensive, authoritative coverage. Blend of theory and practice balances the need for understanding concepts and law and the need to be able to apply it.