San Diego Wills & Probate Lawyer, California, page 5

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Sacha Cruse
About | Practice Areas
WealthBridge Insurance Solutions
8555 Aero Dr Ste 320 San Diego, CA 92123» view map
Wills & Probate Law
Highest Standards of Integrity

WealthBridge Insurance Solutions began in San Diego in 1996 to provide families with affordable estate planning (living trusts) and insured retirement income and annuities.

800-694-2681
1. Sacha Cruse San Diego, CA
  Attorney at Law - CA, 2011
  Thomas Jefferson School J.D. 2010
2. AboutWealthBridge Insurance Solutions
  Committed to the highest standards.
3. Practice AreasExpertise
  Wills & Probate Law
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Includes: Estate Administration, Living Wills, Wills

Suzanne Patricia Nicholl

Dispute Resolution, Wills, Trusts, Estate Planning, Elder Law

Status: In Good Standing Licensed: 16 Years

CONTACT

4241 Jutland Dr, San Diego, CA 92117

Pablo Cesar Palomino

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

6050 Santo Rd, San Diego, CA 92124

Mark Joseph Serino

Construction, Wills, Contract, Personal Injury

Status: In Good Standing

CONTACT

9635 Granite Ridge Dr, San Diego, CA 92123

Kathleen T. Mcgraw

Wills, Trusts

Status: In Good Standing Licensed: 12 Years

CONTACT

1172 Orange Ave, Coronado, CA 92118

Danielle Patricia Barger

Wills, Trusts, Contract, Business

Status: In Good Standing Licensed: 18 Years

CONTACT

5075 Shoreham Place, San Diego, CA 92122

Benjamin Soulek Green

Commercial Real Estate, Wills, Trusts, Business

Status: In Good Standing Licensed: 17 Years

CONTACT

227 3Rd Ave, Chula Vista, CA 91910

Joseph Daniel Seckelman

Wills, Trusts, Gift Taxation, Business

Status: In Good Standing Licensed: 45 Years

CONTACT

5190 Governor Dr, San Diego, CA 92122

David Cameron Rowley

Wills, State Appellate Practice, Administrative Law, Military

Status: In Good Standing Licensed: 11 Years

CONTACT

3395 Sturtevant Street, San Diego, CA 92136

Araceli Pantoja Tovar

International, Wills, Trusts, Estate Planning

Status: In Good Standing Licensed: 29 Years

CONTACT

251 Madrona St, Chula Vista, CA 91910

Conrad Brandon Stephens

Tax, Estate Administration, Estate Planning, Accident & Injury

Status: In Good Standing Licensed: 15 Years

CONTACT

600 B St, San Diego, CA 92101

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

LETTERS TESTAMENTARY

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succes... (more...)

The document given to an executor by the probate court, authorizing the executor to settle the estate according to either a will or the state's intestate succession laws.

PROBATE

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased pers... (more...)

The court process following a person's death that includes proving the authenticity of the deceased person's will appointing someone to handle the deceased person's affairs identifying and inventorying the deceased person's property paying debts and taxes identifying heirs, and distributing the deceased person's property according to the will or, if there is no will, according to state law. Formal court-supervised probate is a costly, time-consuming process -- a windfall for lawyers -- which is best avoided if possible.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

ADMINISTRATRIX

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male... (more...)

An outdated term for a female administrator -- the person appointed by a court to handle probate on behalf of someone who died without a will. Now, whether male or female, this person is called the administrator.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.â€”. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (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 settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...

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San Diego Wills & Probate Lawyer, California, page 5

Sponsored Law Firm

WealthBridge Insurance Solutions

SPONSORED LAWYERS

Suzanne Patricia Nicholl

Pablo Cesar Palomino

Mark Joseph Serino

Kathleen T. Mcgraw

Danielle Patricia Barger

Benjamin Soulek Green

Joseph Daniel Seckelman

David Cameron Rowley

Araceli Pantoja Tovar

Conrad Brandon Stephens

TIPS

LEGAL TERMS

GRANTOR

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

ANCILLARY PROBATE

PRETERMITTED HEIR

LETTERS TESTAMENTARY

PROBATE

ABSTRACT OF TRUST

FAILURE OF ISSUE

ADMINISTRATRIX

SAMPLE LEGAL CASES

Guardianship of Ann S.

Schwartz v. Labow

Estate of Bennett

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