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The Heggstad Petition stands out for its ability to include assets in your trust even after your demise. As a tool to dodge the challenges of probate, it comes highly recommended by professionals in estate planning.
With over two decades in the field, the Orange County estate planning lawyers at the Citadel Law Corporation are experts in establishing and managing trusts tailored to specific objectives. For answers on evading probate, it's best to speak with an Orange County Heggstad Petition Attorney at our esteemed firm.
Setting up a trust and moving your personal assets into it is a strategic move to sidestep the complications of a drawn-out probate process. By doing so, your trust's assets are kept away from probate. This ensures that upon your passing, your beneficiaries can directly access these assets without any extensive hold-ups.
Even with meticulous planning, there may be situations where an individual overlooks transferring a significant asset into the trust. In such scenarios, family members might face delays due to probate proceedings while trying to access that particular asset. The Heggstad Petition is a lifeline in these circumstances. If the asset in question has been listed in a schedule A attached to your trust, the Heggstad Petition can be the key to bypassing probate.
In essence, the Heggstad Petition is a means to procure a court ruling which clarifies that the deceased's asset was intended for the trust, as indicated by its inclusion in the property schedule. If the court is in favor of the petition, an order will be passed acknowledging the asset as a part of the trust.
To navigate the Heggstad Petition or explore other probate alternatives, get in touch with an estate planning attorney from our law firm. At Citadel Law Corporation, we recognize that the probate journey is complex and emotionally taxing for beneficiaries. Ensuring timely communication and keeping you abreast of your case's progress is our priority.
Call 949-852-8181 to schedule an appointment with an Orange County Heggstad Petition Attorney at our firm.
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