Explore whether California pay‑on‑death (POD) designations can be challenged by evidence of the account owner’s true intent, based on statutory history, case law, and Probate Code § 5302(b).
This article explains how to challenge a California trust by proving incapacity or undue influence, outlining the legal standards, evidentiary requirements, and key presumptions under the Probate Code.
Heggstad Petitions help successor trustees claim property that was accidentally left out of a trust. Schedule a free consultation today to hear about our flat fee, contingency-based Heggstad Petition services.
If a trust only identifies property by general references, a Heggstad Petition can still help a successor trustee avoid probate.
Where should your Heggstad Petition be filed? You might assume that it has to be in the county where your deceased relative lived or in the county where the property is located. But, in most cases, neither of those details matter!