BEFORE PROCEEDING FURTHER, PLEASE READ MY SPECIAL NOTICE ON THE IMPACT OF THE CORONAVIRUS ON BAY AREA PROBATE COURTS.
Hello. I’m California estate planning attorney Robert P. Bergman, Board Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California Board of Legal Specialization). I’ve been practicing in Santa Clara County since 1980, and my law practice is devoted exclusively to estate planning. My main website is at www.lawbob.com.
I created “Heggstad Help” as a service to assist the following:
Successor trustees of trusts who discover that assets of a living or deceased Settlor or Trustor (i.e. creators of the trust) are not properly titled in the trust ownership even though intended by the Settlor;
Estate planning attorneys and their clients who make the same discovery when clients want to redo their estate plans;
Local real estate brokers who make the same discovery for property just listed when a preliminary title report discloses that a new listing is not properly titled in the ownership of a trust; and
Local title companies that make the same discovery when a preliminary title report discloses the defect in the title, but nobody knows how to correct the defect.
In all of the above cases, interested parties may wish to pursue ex parte Heggstad petitions under Probate Code Section 850 through a Probate Court in my area. (An ex parte petition is one that is done without a formal hearing.)
Please take your time reading the various sections of this site, and then contact me if you believe that my services could help you, a client, or a customer with their Heggstad needs.
I provide similar services for ex parte modification of irrevocable trusts under Probate Section 15403 or 15409. Visit the “The Irrevocable Trust Doctor” for more information about these services.