California Lawyer Handling Small Estate Administration

Administering an estate or a trust can seem complex and overwhelming to someone who has just been named the executor/personal representative. The Law Offices of Amy Koshinski, P.C., works to administer estates and trusts in as straightforward and efficient a way as is possible, so that families are not burdened by overzealous creditors, estate tax issues, or disingenuous family members.

Attorney Amy L. Koshinski guides trustees and executors through the administration process of both probates and trusts, ensuring efficient administrations that allow beneficiaries to receive their distributions as quickly as possible. She aids in asset collection, debt payment, asset transfers and the ultimate distribution of assets to heirs upon the closing of the estate.

• Though Ms. Koshinski is experienced at handling estate administration for estates of any size, she focuses her attention on the administration of small estates. These estates are those that are valued at $100,000 or less. They go through a process called a summary administration proceeding (also called a 13100 petition) where the minor details of the estate can be addressed in a more efficient and timely manner than larger estates.
  
• By handling smaller estates, Ms. Koshinski can take the time to review all of the details of a client's case to ensure that the small details are not missed. She can explain the estate administration process during probate, ensuring that clients understand what is happening with the estate, how long it may take and how the final distribution was calculated.
  

• Dealing with joint assets and assets of the community spouse. Just because the property of joint tenants passes by operation of law, many people may assume nothing further needs to be done. Banks require documents, such as death certificates and affidavits, to be filed to ensuring the proper changing the title of joint tenant bank accounts. Real property needs to be re-titled in the property holder and new beneficiaries need to be named to prevent the property from being subject to probate when the remaining joint tenant dies.

For more information or to discuss your situation, contact an estate administration lawyer at the Law Offices of Amy Koshinski, P.C. today. The office offers a free 30 minute initial consultation.

Law Offices of Amy Koshinski, P.C.
Orange County Estate Planning and Trust Administration Lawyer

2532 Dupont Drive
Irvine California 92612
Toll Free: (866) 330-0578 · Phone: (949) 250-7800 · Fax: (949) 250-7407
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Orange County trust and estate lawyer Amy Koshinski serves clients in Orange County, Los Angeles County, and Riverside County, including the Southern California communities of Irvine, Mission Viejo, Laguna Beach, Costa Mesa, Anaheim, Orange, Newport Beach, Huntington Beach, Tustin, Santa Ana, Irvine, and Los Angeles.