Examples of
Probate, Conservatorship and Trust matters handled
by Robert I. Long and the Law
Office of Robert I. Long:
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- Representation
of personal representatives in decedent estate and conservatorship
matters from inception to conclusion. Services include preparing the
initial petition, publication of required notices, securing a
fiduciary bond, communicating with the court-appointed referee
and/or investigator, completion of the Inventory and Appraisal,
preparing required accounts and reports of administration, preparing
a Petition for Instructions as needed, appearing at hearings,
assisting with sales including sales of real property, and
obtaining, as appropriate, an Order for Final Distribution, a
Discharge Order or other order completing the case.
Please Note:
At all times over the past 25 years, Robert I. Long and the Law
Office of Robert I. Long have had at least a couple probate cases
pending, often several. The average length of time for a fairly
simple probate estate, start to finish, is 10 months. We have
successfully shepherded cases through the probate courts of several
California counties, from Santa Barbara to Orange County.
- Initiating
court proceedings on behalf of a beneficiary to compel a trustee to
account and, in a proper case, having the trustee replaced and/or
surcharged (fined).
- Representing
the proponent or the contestant in a will contest or trust contest.
- Advising
trustees in the course of trust administration, and representing
them in legal actions brought against them or the trust, e.g., by a
creditor of the Settlors (the individuals who established the
trust).
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