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September Katje
About | Practice Areas
Pacific Wealth Legal Advisors
130 South Chaparral, Suite 140-B Anaheim Hills, CA 92808» view map
Estate Law
Small Firm. Big Difference.

Our attorneys have a unique and broad skill set enabling them to be excellent advisors.

800-878-2980
1. September Katje Anaheim, CA
  Attorney at Law- CA, 2003
  California Western School of Law, J.D. 2003
2. AboutPacific Wealth Legal Advisors
  Your Success is our Business
3. Practice AreasExpertise
  Estate Law
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Harry Kaladjian

✓ VERIFIED

Accident & Injury, Car Accident, Motorcycle Accident, Estate, Divorce & Family Law

A graduate from Southwestern University School of Law, Harry Kaladjian is the founding member of the Kaladjian Law Office. With over 20 years of expe... (more)

FREE CONSULTATION

CONTACT

800-760-0468

77564 Country Club Dr, Palm Desert, CA 92211

Nikki B Allen

✓ VERIFIED

Estate, Real Estate, Business

Nikki B. Allen brings a wealth of experience to her legal practice. She is licensed in both California and Colorado and has practiced law for over tw... (more)

CONTACT

760-404-0318

74-361 Highway 111, Palm Desert, CA 92260

Thomas C Webb

Family Law, Estate Planning, Real Estate, Bankruptcy

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Joe LaMantia

Family Law, Wills & Probate, Corporate, Estate Planning

Status: In Good Standing

CONTACT

44-901 Village Court, Palm Desert, CA 92260

Gregor S Woodward

Litigation, Trusts, Family Law, Bankruptcy

Status: In Good Standing Licensed: 15 Years

CONTACT

78-365 Highway 111, La Quinta, CA 92253

Helene P. Dreyer Koch

Wills, Trusts, Estate Planning, Estate, Civil Rights

Status: In Good Standing

CONTACT

45025 Manitou Dr, Indian Wells, CA 92210

William Sweeney

Trusts, Estate

Status: In Good Standing

CONTACT

76894 Tomahawk Run, Indian Wells, CA 92210

William Michael Sweeney

Wills & Probate, Trusts, Estate

Status: In Good Standing

CONTACT

76894 Tomahawk Run, Indian Wells, CA 92210

William Kenneth Sweeney

Trusts, Estate

Status: In Good Standing

CONTACT

76894 Tomahawk Run, Indian Wells, CA 92210

Daryl Lynn Binkley

Trusts

Status: Suspended Licensed: 17 Years

CONTACT

77564 Country Club Dr, Indian Wells, CA 92211

800-923-0641

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LEGAL TERMS

REMAINDERMAN

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderma... (more...)

Someone who will inherit property in the future. For instance, if someone dies and leaves his home 'to Alma for life, and then to Barry,' Barry is a remainderman because he will inherit the home in the future, after Alma dies.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

ABATEMENT

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other exp... (more...)

A reduction. After a death, abatement occurs if the deceased person didn't leave enough property to fulfill all the bequests made in the will and meet other expenses. Gifts left in the will are cut back in order to pay taxes, satisfy debts or take care of other gifts that are given priority under law or by the will itself.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

TITLE COMPANY

A company that issues title insurance.

PERSONAL PROPERTY

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, p... (more...)

All property other than land and buildings attached to land. Cars, bank accounts, wages, securities, a small business, furniture, insurance policies, jewelry, patents, pets and season baseball tickets are all examples of personal property. Personal property may also be called personal effects, movable property, goods and chattel, and personalty. Compare real estate.

SAMPLE LEGAL CASES

In re Estate of Young

Stephen Parker, as administrator of the estate of Irma E. Young, deceased (the Estate), filed this petition under Probate Code section 850, subdivision (a), [1] to request an order and judgment establishing the Estate's ownership of certain real property and personal property held by ...

Estate of Kievernagel

In this case we must decide whether a widow has the right to use her late husband's frozen sperm to attempt to conceive a child where her late husband signed an agreement with the company storing the frozen sperm providing that the frozen sperm was to be discarded upon his ...

Estate of Bennett

Claimants Smith Heavy Industrial Transit Corporation and Advanced Development Holdings, Inc. (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a ...

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Indio Estate Lawyer, California

Sponsored Law Firm

Pacific Wealth Legal Advisors

SPONSORED LAWYERS

Harry Kaladjian

Nikki B Allen

Thomas C Webb

Joe LaMantia

Gregor S Woodward

Helene P. Dreyer Koch

William Sweeney

William Michael Sweeney

William Kenneth Sweeney

Daryl Lynn Binkley

TIPS

LEGAL TERMS

REMAINDERMAN

ENDOWMENT INSURANCE

CERTIFIED COPY

ABATEMENT

HOLOGRAPHIC WILL

LAPSE

LIVING TRUST

TITLE COMPANY

PERSONAL PROPERTY

SAMPLE LEGAL CASES

In re Estate of Young

Estate of Kievernagel

Estate of Bennett

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