The California Probate Paralegal

The California Probate Paralegal PDF

Author: Dianna L. Noyes

Publisher: Ingram

Published: 2014

Total Pages: 0

ISBN-13: 9781611634525

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The California Probate Paralegal, Second Edition, is a comprehensive textbook for students and practicing paralegals in California. It covers the nuts and bolts of probate, estate planning and administration using a balanced approach of theory and application. The textbook includes the history of probate and estate planning, as well as the most current, up-to-date information about estate planning and administration. This textbook provides state specific statutes, rules, and procedures and step-by-step guidance in preparing California Judicial Council forms and pleadings. Forms and practical examples are used throughout the book as they apply to typical probate and estate issues a paralegal will face in the law firm. The book is written for all levels - students as well as practicing paralegals. Readers will enjoy this topical and easy to follow textbook and will refer to it again and again as a valuable desk reference in their daily work as a probate/estate planning paralegal. PowerPoint slides are available upon adoption. Sample slides from the full 30-slide presentation are available to view here. Email [email protected] for more information.

How to Probate an Estate in California

How to Probate an Estate in California PDF

Author: Julia Nissley

Publisher: NOLO

Published: 2008-03

Total Pages: 446

ISBN-13: 9781413307603

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Written by probate paralegal Julia Nissley, this indispensable guide unravels how to settle a simple California estate without an attorney. How to Probate an Estate in California provides all the tear-out forms and instructions one needs to: read and understand a will, determine who gets property if there is no will, transfer property to a surviving spouse, collect life insurance and other benefits, change title of real estate, securities and other possessions into the names of the new owners and much more. The completely updated 19th edition provides the latest laws, estate taxes and forms for the current year.

How to Probate an Estate in California. 17th Edition.

How to Probate an Estate in California. 17th Edition. PDF

Author: Julia Nissley

Publisher:

Published: 2006

Total Pages: 474

ISBN-13: 9786610474790

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Please note that this edition is now out of print and has been replaced by the 18th edition, also available through MyiLibrary ... Written by probate paralegal Julia Nissley, this indispensable bestseller unravels how to settle a simple California estate without an attorney. How to Probate an Estate provides all the tear-out forms and instructions one needs to: o read and understand a will o determine who gets property if there is no willo transfer property to a surviving spouseo collect life insurance and other benefitso change title of real estate, securities and other possessions into the names of the new ownerso and much more

California Estate Administration

California Estate Administration PDF

Author: Zella Mack

Publisher: Cengage Learning

Published: 1997

Total Pages: 424

ISBN-13:

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This book explains the probate field for paralegals and describes in detail the procedures involved in informal probate of an estate from start to finish including: accounting, closing an estate, and making sales of real property. The printed Judicial Council forms are included, as well as typewritten forms needed for alternative procedures. It also describes the preparation of federal estate tax return and the completion of the main schedules, practical tips, and gift taxes. It also covers intestate estates, preparation of wills, and estate planning in general terms. The book contains separate chapters on revocable and irrevocable trusts and trust administration.ALSO AVAILABLEINSTRUCTOR SUPPLEMENTS CALL CUSTOMER SUPPORT TO ORDERInstructors Manual, ISBN: 0-8273-7306-6

The California Paralegal Workbook

The California Paralegal Workbook PDF

Author: L. W. Greenberg

Publisher: Createspace Independent Publishing Platform

Published: 2017-07-28

Total Pages: 186

ISBN-13: 9781548537029

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This is a great paralegal workbook that will teach California paralegals the essential skills that they need to be successful. This workbook contains fifteen chapters that cover paralegal skills & codes, a step by step process of how to write business letters, a chapter that explains the California and the federal court system, citing cases & statutes correctly using the different styles of citations, the use of the California Rules of Court, court holdings, jurisdiction & venue, legal resources including primary and secondary authorities, the IRAC method of case summarization, legal research and computerized research using the Lexis system, the use of ibid. & id., drafting the legal memorandum, a contracts chapter with actual contracts to explain their use, an explanation of discovery methods and a step by step process of drafting a complaint that includes the Rules of Court re: pleadings. There is a Glossary of Terms and an Appendix that includes a mythical client scenario, a complete deposition, a sample complaint, four examples of deposition summaries and a Judicial Council form for a Contract complaint. All chapters include educational exercises to give the paralegal actual experience drafting the documents discussed. A mythical client scenario provides the information to complete all of the educational exercises. This workbook is California specific and completion of the exercises will prepare paralegals for the many and varied jobs that paralegals perform in a law firm. An absolutely great teaching tool that every paralegal should work through!

How to Probate an Estate in California

How to Probate an Estate in California PDF

Author: Lisa Fialco

Publisher: Nolo

Published: 2023-03-03

Total Pages: 433

ISBN-13: 1413330606

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If you need to wrap up the affairs of a deceased family member or friend in California, you can save big on attorney fees by handling many aspects of the probate process yourself. How to Probate an Estate in California is the only book that provides forms, tips, and step-by-step instructions for settling a loved one's estate—all written in plain English. You might even be able to handle the whole process without hiring a lawyer or setting foot in the courthouse. With this easy-to-follow guide, you'll learn how to: read a will determine who inherits property if there is no will handle probate paperwork collect life insurance and other benefits transfer community property to a surviving spouse or domestic partner pay bills and taxes, and distribute property left through trusts. Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate—and save money in the process. Why pay a lawyer tens of thousands of dollars to probate an estate when you can do much of it on your own? This new edition includes important updates on California’s small estate procedures, California Proposition 19, and federal estate taxes, as well as fresh insights from an experienced probate attorney practicing in California.

How to Live & Die with California Probate

How to Live & Die with California Probate PDF

Author: Palley

Publisher:

Published: 2016-06-10

Total Pages: 72

ISBN-13: 9781941645574

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HOW TO LIVE & DIE WITH CALIFORNIA PROBATE is designed to be a layperson's guide to the California probate process. It was written by California probate attorney John Palley. Mr. Palley is a Certified Specialist in Estate Planning, Trust, and Probate Law who has been an estate attorney since 1994. Mr. Palley has conducted approximately 1,000 probate cases during his career and puts this experience on paper to help the layperson or new attorney to navigate the California probate process. It is filled with tips and ideas to help keep the probate process to a minimum. Mr. Palley explains how a California probate can be completed in SEVEN months and gives concrete ways to make this happen. Additional information can be found on his website www.CaliforniaProbate.Info

Model Rules of Professional Conduct

Model Rules of Professional Conduct PDF

Author: American Bar Association. House of Delegates

Publisher: American Bar Association

Published: 2007

Total Pages: 216

ISBN-13: 9781590318737

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The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

California Estate Administration

California Estate Administration PDF

Author: Zella E. Mack

Publisher: Delmar Thomson Learning

Published: 1997-01-01

Total Pages: 399

ISBN-13: 9780827373068

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In the most populous state with one of the highest levels of income, estate administration is of paramount interest to all Californians and the law firms that serve them. This book explains the probate field for legal professionals, detailing the procedures from start to finish.