[WSBAPT] referral needed

[Lewis, Amy C.]

Kate,

                I recently had a similar issue arise in California.  The title company told me about a "Heggstad Petition," which is supposed to be quicker and less expensive than an ancillary probate.  Here is the information they sent me:

http://legaldocspro.net/blog/heggstad-petitions-in-california/



Amy C. Lewis, Attorney

[cid:logobcfd49]

ESTATE PLANNING & PROBATE

1200 Wells Fargo Plaza | 1201 Pacific Avenue | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Kate Szurek
Sent: Tuesday, November 10, 2015 11:22 AM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] referral needed

My law partner's elderly estate planning clients died (yes, both husband and wife, close in time to one another) after their estate plan was finalized but before they were able to complete the transfer into their RLT of their California real estate - located in Indio, Riverside County.  We are therefore looking for California counsel, ideally in Riverside County, who can assist with an ancillary probate.

Recommendations?

Thanks, as always.

Kate

[SkagitLaw_Signature (2)]
Kate Szurek, J.D., LL.M.
P.O. Box 336 / 227 Freeway Drive, Suite B
Mount Vernon, WA  98273
360.336.1000
360.336.6690 (fax)
kate at skagitlaw.com<mailto:kate at skagitlaw.com>
http://www.skagitlaw.com<http://www.skagitlaw.com/>


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