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[Post - DEC] Trusted Help Through Probate Challenges | Scheduled 01.15.26

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[Post - DEC] Trusted Help Through Probate Challenges | Scheduled 01.15.26

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We are grateful for the trust families place in us during some of their hardest moments.

Helping clients navigate probate and out of state matters with clarity and compassion is always our priority.

Thank you for sharing your experience with our team. 🫱🏻‍🫲🏼

📞(909) 328-7000

🌐https://pricelawfirm.com

#probatelawyer #clientreview #feedback #californialawfirm

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[Blog Post - DEC] What to Bring to Your First Estate Planning Consultation | Scheduled 01.13.26

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[Blog Post - DEC] What to Bring to Your First Estate Planning Consultation | Scheduled 01.13.26

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Preparing for your first estate planning meeting does not have to feel overwhelming. A little organization can make your consultation smoother, faster and far more productive.

Your attorney can give you the best guidance when you bring the right documents, financial details and clarity about your goals. This helps prevent mistakes and ensures your plan protects your home, savings and the people you love.

If you want to feel confident walking into your first meeting, read our full guide on what to bring and how to prepare. 📘

👉🏼 https://pricelawfirm.com/first-estate-planning-consultation-checklist

#estateplanning #estateattorney #legaltips #californiaestate

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Getting ready for your first meeting can feel a bit awkward, but it doesn't have to be. At Price Law Firm, APC, we have helped over 1,000 local families create solid plans to protect what they have built.

Attorney Sam Price takes the time to learn your story, then builds a plan that fits your goals and family dynamics. Without thoughtful planning, long-term care costs can swallow savings that took a lifetime to build. Sam offers a free consultation, allowing you to ask questions about wills, trusts, and protection strategies with no pressure at all.

Why Proper Preparation Matters for Your Estate Planning Consultation

Providing accurate information helps us create a plan tailored to your needs and the people you care about. You do not need to have every statement or exact number, but a clear snapshot goes a long way.

Good preparation keeps the meeting focused, which often saves time and reduces the need for back-and-forth later. It also helps us spot gaps early, so your plan comes out complete and reliable.

Most of all, showing up with basics on hand prevents oversights that could affect taxes, beneficiary choices, or who has authority if you become ill. A little work now pays off with clarity and peace of mind.

With that in mind, let's look at what to gather and how to make your first visit smooth and productive.

Key Documents and Information to Gather

Consider your preparation in five key areas: people, finances, debts, existing legal documents, and your goals. If something is missing, do not stress it. Bring what you can, and we will fill in the rest together.
Quick Reference Table, What to Bring and Why It Helps

People

Spouse or partner, children, potential guardians, executors, trustees

Names, birth dates, contact info, relationship notes

Finances

Real estate, bank and investment accounts, retirement, insurance, business interests

Recent summaries, account types, ownership, and beneficiary designations

Debts

Mortgages, car loans, credit cards, student loans, and taxes

Lender names, balances, payoff terms, and interest rates, if handy

Existing Documents

Wills, trusts, powers of attorney, health directives, deeds

Copies of signed documents and any amendments

Goals

Gift timing, family concerns, charitable plans, end-of-life wishes

Written notes and questions you want answered

Once you have a sense of the categories, gather the basics for each. The lists below will help you organize quickly.

Personal and Family Information

We start with who you are caring for and who you trust. Bring full legal names, dates of birth, and contact information for yourself, your spouse or partner, children, and anyone else you may name in the plan.

Details on former spouses and any domestic partnerships.

Names and contact info for potential guardians for minor children.

Trusted people you are considering for roles like executor, trustee, or agent under a power of attorney.

If you are unsure about a role, we can discuss the pros and cons and arrange smart backups.

Financial Information

You do not need exact numbers for every account. A strong overview helps us size the plan and choose the right tools.

Real estate, primary home, rentals, vacation homes, and investment property.

Bank accounts, checking, savings, CDs, and money market accounts.

Investments, brokerage accounts, stocks, bonds, and mutual funds.

Retirement, 401(k), 403(b), IRAs, Roth IRAs, pensions, and beneficiary forms.

Life insurance, policy type, owner, beneficiaries, and death benefit.

Business interests, ownership percentages, entity type, and buy-sell agreements.

Valuable personal property, art, jewelry, antiques, collectibles, and vehicles.

Digital assets, cryptocurrency, domain names, online stores, and monetized accounts.

If you bring statements, the first page or a summary is usually enough for the first meeting.

List of Liabilities

What you owe matters as much as what you own. Please list each debt with the lender and an estimated balance.

Mortgage information and home equity lines.

Car loans or leases, credit card balances, and personal loans.

Student loans, business debts, and tax obligations.

Knowing the debt picture helps us plan cash flow for your loved ones and avoid unwanted surprises.

Existing Estate Planning Documents

If you have done planning before, bring those papers so we can review what still works and what needs an update. Even older documents can be very helpful.

Current wills or trusts, plus any amendments or restatements.

Powers of attorney and health care directives or living wills.

Property deeds, including any transfer-on-death features.

Beneficiary designations for retirement accounts and insurance policies.

Business succession plans and any prenuptial or postnuptial agreements.

One missing beneficiary form can derail a plan, so we pay close attention to those designations.

Information About Special Circumstances

Some families need extra planning to protect a loved one or an asset. Brief notes are fine, and we will dig in together.

Beneficiaries with special needs, addiction concerns, or money management issues.

International assets or citizenship issues that could affect taxes or probate.

Pets that will need care and funding for that care, through a simple pet trust.

Unusual or complex assets, such as private equity, mineral rights, or IP.

Anticipated inheritances that could change your plan within a few years.

Sharing these early helps us build flexible solutions that still keep things simple to manage.

Your Goals and Concerns

Your wishes drive the plan, not the other way around. Jot down what you want to happen and any concerns you would like us to address.

Your top goals are avoiding probate, protecting a child's share, or keeping a rental property in the family.

Concerns about particular family members or dynamics that could lead to conflict.

How and when beneficiaries should receive inheritances, all at once or over time.

Charitable giving, either simple gifts or a fund with your family name.

Questions about the process, fees, timelines, and signing steps.

Preferences for end-of-life care and any funeral wishes you would like to have written down.

Bring your questions, even the small ones. We will cover them in plain English and set clear next steps.

Checklist for a Smooth Consultation

A short checklist keeps the first meeting clean and productive. You can print this or save it on your phone.

Identification: bring a valid photo ID, such as a driver's license or passport.

Beneficiary information, names, and contact details for your chosen recipients.

Healthcare preferences, notes on medical wishes, and any existing advance directives or living wills for review.

List of questions, anything about inheritance timing, guardians for minor children, or your long-term goals for the plan.

If something is missing, do not worry. We will still accomplish a great deal in the first meeting.

Estate Planning Considerations in California

California is a community property state, which often means a married couple owns most assets acquired during marriage together. Titling and beneficiary choices should reflect that, especially for real estate and retirement accounts.

The California Probate Code sets the rules for probate and trust administration. With the right plan, many families can avoid probate by establishing a properly funded revocable living trust.

California does not currently have its own estate or inheritance tax. Larger estates can still be subject to federal estate tax, so higher-net-worth families often weigh lifetime gifts, trust planning, and beneficiary designations with care.

Take the Next Step: Contact Us Today

If you are ready to protect your home, savings, and family, we would like to help you get started. Call us at 909-328-7000 to schedule your free consultation, or reach us through our Contact Us page.

At Price Law Firm, APC, we listen first, then build a plan that fits your life without extra fluff. We welcome your questions and will walk you through clear steps from the first call to the final signatures. Let's protect what you have worked so hard to build, and make it easier on the people you love.

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What to Bring to Your First Estate Planning Consultation - Price Law Firm, APC

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Preparing for your first estate planning consultation? Learn what documents to bring to make the meeting efficient and productive.

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[Post - DEC] Understanding How Trust Administration Works | Scheduled 01.09.26

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[Post - DEC] Understanding How Trust Administration Works | Scheduled 01.09.26

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If you are trying to understand how trust administration works, it helps to know that it is a structured process with specific duties. Trustees must manage all trust assets responsibly while honoring the exact instructions laid out in the trust.

This includes updating beneficiaries, filing tax forms, managing investments and resolving any outstanding debts. When handled properly, trust administration keeps the process smooth and respectful of the trust creator’s wishes. 📂

If you need guidance with a trust you are administering, Price Law Firm, APC is ready to help. Contact us today for trusted support.

📞 (909) 328-7000
https://pricelawfirm.com/trust-administration

#californiatrustlaw #trustadministration #estateplanningattorney #trustmanagement

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[Post - DEC] California Inheritance Attorneys | Scheduled 01.07.26

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[Post - DEC] California Inheritance Attorneys | Scheduled 01.07.26

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Planning for the future is one of the most important steps you can take for your family. Losing control of the assets you worked your entire life to build can put your security at risk. 💼

For more than 23 years, Attorney Sam Price has helped Redlands families protect their savings, avoid unnecessary losses and prepare for long term care costs. As a Top Certified Specialist in Estate Planning, Trust and Probate Law, he brings trusted guidance when it matters most. ⚖️

Your legacy deserves protection. Call today to schedule your free consultation.

📞 (909) 328-7000
https://pricelawfirm.com

#estateplanning #inheritanceattorney #redlandslawyer #probatehelp

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[Reel Post - DEC] Avoiding Probate in California: What Families Should Know | Scheduled 01.05.26

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[Reel Post - DEC] Avoiding Probate in California: What Families Should Know | Scheduled 01.05.26

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Not all inheritances require a court process in California. ⚖️

Depending on the asset and how it’s titled, probate may be completely avoidable.

Options like living trusts, beneficiary forms and survivorship rights can move property quickly and privately to the people you choose. These tools save time, reduce cost and help families stay focused on what matters.

Price Law Firm, APC is here to guide you through the rules and make sure your plan works when your family needs it most.

Contact us to get started.

📞 (909) 328-7000
https://pricelawfirm.com/probate

#probate #estateplanning #californiaattorney #probatelawfirm #inheritanceplanning

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[Post - DEC] Is an Irrevocable Trust the Right Choice for Your Family? | Scheduled 01.02.26

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[Post - DEC] Is an Irrevocable Trust the Right Choice for Your Family? | Scheduled 01.02.26

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Wondering whether an irrevocable trust could be the right planning tool for your situation? These trusts differ from revocable ones because they cannot be changed once created. That permanence often leads to stronger protection and meaningful tax benefits. 🔐

Families use irrevocable trusts to safeguard their savings, qualify for long term care programs and ensure their loved ones receive assets privately without probate. These protections can also help guide and support beneficiaries over time.

If you want a clear breakdown of how this trust works and whether it fits your goals, Price Law Firm, APC is here to help. Schedule your consultation today.

📞 (909) 328-7000
https://pricelawfirm.com/irrevocable-trust-attorney

#irrevocabletrust #estateplanninglawyer #californiaestate

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[Blog Post - DEC] Estate Planning Strategies for Blended Families | Scheduled 12.30.25

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[Blog Post - DEC] Estate Planning Strategies for Blended Families | Scheduled 12.30.25

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Blended families bring love, second chances, and new beginnings. But when it comes to estate planning, clear instructions matter just as much as good intentions.

A thoughtful plan can protect your spouse, honor promises made to children from previous relationships, and keep peace in the family for years to come. 🌿

Read our latest blog to learn practical estate planning strategies designed to support every member of your blended family.

https://pricelawfirm.com/estate-planning-strategies-for-blended-families

#estateplan #blendedfamilies #blog #estateplanning

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[Post - DEC] Happy Holidays | Scheduled 12.25.25

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[Post - DEC] Happy Holidays | Scheduled 12.25.25

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May your holidays be bright, warm and filled with time spent with those who matter most. ❄️

Serving our community is an honor, and we look forward to continuing to help families protect what matters in the year ahead. Thank you for being part of our journey.

From our team to yours, Happy Holidays and Happy New Year. 🎄🎇

https://pricelawfirm.com

#holidays #christmas #newyear #estateplanning #pricelawfirm

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[Blog Post - DEC] How Trusts Can Help Your Family Avoid Probate During the Holidays | Scheduled 12.23.25

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[Blog Post - DEC] How Trusts Can Help Your Family Avoid Probate During the Holidays | Scheduled 12.23.25

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The holidays remind us how important it is to protect the people we love. While no one wants to think about court proceedings during an already emotional season, planning ahead with a trust can help your family avoid probate and unnecessary stress. 🎄

In our latest blog, we explain how trusts provide privacy, faster access to assets, and peace of mind when it matters most.

Read the full article to learn how a trust can help your family avoid probate during the holidays.

https://pricelawfirm.com/avoid-probate-during-the-holidays

#probate #probatehelp #californialaw #blog #holidayseason

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The holidays tend to bring us back to the people we care about most. We share meals, laugh at familiar stories, and feel that quiet reminder of how quickly life can turn. In those moments, many of us wonder what our families would face if something unexpected happened. The thought alone can nudge us toward wanting a plan that keeps them steady and free from extra stress.

Knowing they won't be pulled into court during an already emotional time brings real comfort.

Probate Pressure vs. The Calm That Comes With a Trust
When Emotions Run High, Simple Steps Help Most
Losing someone is already hard, and a loss during the holidays adds another layer that families shouldn't have to carry. Probate often appears at the worst time, locking up assets until the court decides what happens next. Families sometimes have to send formal notices, keep track of deadlines, and sort through paperwork while trying to make arrangements or simply get through the season.
The Court Notice Shuffle
Without a Trust, the process usually involves letting heirs and creditors know what's happening. These notices can feel cold and out of place when a family is trying to focus on healing.

How a Trust Acts Like a Safety Net
Immediate Access When It Matters
A Trust works like a private vessel that keeps things moving. Think of how someone handles insurance or financial issues after a car wreck or a maritime injury. Someone needs authority right away to pay bills and steady the situation. A Trust lets your chosen person step in without waiting for court approval.
Privacy for Your Loved Ones
Probate becomes public record, but a Trust keeps details within the family. It helps protect the privacy of those left behind.
A Smooth Transfer Instead of a Long Wait
A Trust allows assets to move from one set of hands to another without long pauses or frozen accounts. Instead of months of waiting, families often experience a gentler shift that helps keep life from piling up at the worst possible time.

Why Price Law Firm?

A Relationship Focus

At Price Law Firm, we don't just prepare documents. We build relationships that support families through life's harder moments. Support for Local Families

While these concepts apply broadly, it helps to work with a team familiar with planning needs that matter to families here. Steady Guidance When Situations Feel Heavy

Whether someone comes to us after a car wreck, a maritime injury, or simply wanting to put a plan in place, we've walked alongside many families who needed both clarity and compassion.

Let's Protect Your Legacy Before the Year Ends

The holidays offer a moment to pause and make sure the people you care about won't face court hearings after a loss. If you want to create a Trust or review one you already have, we are here to help you move forward with confidence. Call us at (951) 397-0864 or reach out online through our Contact Us page to schedule a consultation.

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How Trusts Can Help Your Family Avoid Probate During the Holidays - Price Law Firm, APC

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Learn how trusts can help your family avoid probate during the holidays, ensuring faster transfers and less stress during an already busy season.

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[Post - NOV] So Glad We Found This Law Firm! | Scheduled 12.08.25

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[Post - NOV] So Glad We Found This Law Firm! | Scheduled 12.08.25

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Another kind reminder of why we love what we do. 💼

Our clients mean the world to us, and we’re proud to provide the care, professionalism, and guidance every family deserves.

Thank you for letting Price Law Firm, APC be part of your journey. 🌿

📞(909) 328-7000

🌐https://pricelawfirm.com

#grateful #clientfeedback #probatelawfirm #review #californialawfirm

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[Post - NOV] Did You Know? | Scheduled 12.04.25

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[Post - NOV] Did You Know? | Scheduled 12.04.25

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Not every probate case ends up in court. ⚖️

Many families are surprised to learn that probate can be a straightforward process when handled correctly. With the right legal guidance, it can be completed efficiently and peacefully. 💙

At Price Law Firm, APC, we simplify probate so you can focus on your family, not the paperwork.

Reach out today to learn more.

📞(909) 328-7000

https://pricelawfirm.com/probate-administration-attorney

#probate #probatelawfirm #inheritance #probatelawyer

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[Post - NOV] Protecting the Future of Your Loved One with Special Needs | Scheduled 12.01.25

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[Post - NOV] Protecting the Future of Your Loved One with Special Needs | Scheduled 12.01.25

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Wondering how to protect an inheritance or settlement for a loved one with special needs?

Special needs planning helps manage financial support so your loved one can keep access to essential programs and resources. It’s a caring step toward a secure future. 🫶🏼

Contact us today to start planning for the well-being of those who matter most.

📞(909) 328-7000

https://pricelawfirm.com/estate-planning/child-with-disabilities

#specialneeds #estateplanning #inheritance #specialneedsplanning

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[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

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[Post - NOV 27] Happy Thanksgiving | Scheduled 11.27.25

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Thanksgiving is here! 🍂

Today we’re celebrating everything we’re thankful for, especially our wonderful clients and community who make our work so meaningful.

From everyone at Price Law Firm, APC, we wish you a holiday filled with love, laughter, and gratitude. 💛

🌐https://pricelawfirm.com

#thanksgiving #community #thankful #happythanksgiving

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[Post - NOV] What Does Probate Actually Involve? | Scheduled 11.24.25

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[Post - NOV] What Does Probate Actually Involve? | Scheduled 11.24.25

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Probate can seem confusing, but it doesn’t have to be. It’s the process of proving a will, identifying and valuing assets, paying debts and taxes, and distributing what remains to the rightful heirs. 📜

From validating a will to managing estate administration, our team at Price Law Firm, APC helps you understand every step in plain language because you deserve clarity during a difficult time.

Are you unsure about where to start with probate in California? Reach out for guidance through the process. ⚖️

📞(909) 328-7000

https://pricelawfirm.com/probate-administration-attorney

#probate #probatehelp #californiaestate #probatelawyer

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[Reel Post - NOV] What Puts Your Assets at Risk? | Scheduled 11.21.25

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[Reel Post - NOV] What Puts Your Assets at Risk? | Scheduled 11.21.25

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Your assets may be more vulnerable than you think. 💼

From lawsuits and debt to long-term care costs, there are many risks that can threaten what you’ve built. The good news? With the right plan, you can stay protected.

Learn what puts your assets at risk and how Price Law Firm, APC can help you safeguard your future.

📞(909) 328-7000

https://pricelawfirm.com/estate-planning/asset-protection-tips

#estateplanning #assetprotection #trustsandestates #californialaw

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[Post - NOV] Guidance for Trustees in California | Scheduled 11.19.25

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[Post - NOV] Guidance for Trustees in California | Scheduled 11.19.25

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Do you know what your responsibilities are as a trustee? 🏠

From handling financial accounts to distributing assets, the role can feel overwhelming without the right support. Our team at Price Law Firm, APC offers trusted advice to help you carry out your duties correctly and with peace of mind.

Reach out today to learn how we can help you manage the trust administration process with confidence. 🫱🏻‍🫲🏼

📞(909) 328-7000

https://pricelawfirm.com/trust-administration

#estateadministration #estatelawyer #californiaestate #legalcounsel

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[Blog Post - NOV] Understanding Probate: What Families Need to Know After a Death | Scheduled 11.18.25

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[Blog Post - NOV] Understanding Probate: What Families Need to Know After a Death | Scheduled 11.18.25

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Probate is more than just legal paperwork. It’s the process that makes sure a loved one’s wishes are carried out properly.

Learn what to expect, key timelines, and when you might be able to avoid probate altogether.

📖 Read our latest blog to learn more:

https://pricelawfirm.com/understanding-probate

#probate #probatehelp #blog #californiaestate

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Understanding Probate: What Families Need to Know After a Death - Price Law Firm, APC

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Learn what probate is and how it works in California after a loved one's death. Understand the process, timelines, and key family responsibilities.

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[Post - OCT] The Go-To Team for Estate Planning | Scheduled 11.14.25

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[Post - OCT] The Go-To Team for Estate Planning | Scheduled 11.14.25

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We are honored to share this kind review from a client who trusted us with their family trust. 🫱🏻‍🫲🏼

At Price Law Firm, we make it our mission to create a welcoming and supportive experience while delivering the highest level of professionalism. Whether you are planning your estate or addressing real estate matters, our team is here to guide you every step of the way.

📅 Ready to plan for your future? Contact us today to schedule a consultation.

📞(909) 328-7000

🌐https://pricelawfirm.com

#estateplanning #estatelawyer #californialawfirm #clientreview

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[Post - OCT] Remarried in California? Why Updating Your Estate Plan Matters | Scheduled 11.12.25

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[Post - OCT] Remarried in California? Why Updating Your Estate Plan Matters | Scheduled 11.12.25

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If you have remarried in California, have you reviewed your estate plan lately? 💍 A new marriage changes more than just your day-to-day life. It can change how your assets are divided, who has rights to what, and whether your children from a previous marriage are protected.

Without updating your documents, your wishes may not be carried out the way you expect.

Schedule a consultation to review your estate plan and avoid costly surprises. 📅

📞(909) 328-7000

https://pricelawfirm.com/update-estate-plan-after-remarriage

#estateplan #assetsprotection #californiaestate #estateplanninglawfirm

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[Reel Post - OCT] Meet the Team: Ciera Luevano | Scheduled 11.10.25

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[Reel Post - OCT] Meet the Team: Ciera Luevano | Scheduled 11.10.25

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Meet Ciera Luevano, our empathetic Probate Legal Assistant. 👋🏻

Ciera brings a strong background of service from her time with the County of Los Angeles, where she built valuable skills in communication and guiding people through important processes.

Her compassion and commitment make her an important part of our team as she supports families through life’s transitions.

Outside the office, Ciera is a proud mom of two boys and loves the energy of being the only girl in her household. She also has a passion for vintage cars, appreciating their timeless beauty and resilience.

📞(909) 328-7000

https://pricelawfirm.com/about-us

#meettheteam #probatehelp #estateplanning #lawfirm

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[Post - OCT] After Probate Is Complete: What Happens Next? | Scheduled 11.07.25

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[Post - OCT] After Probate Is Complete: What Happens Next? | Scheduled 11.07.25

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Have you ever wondered what happens after probate is finished? ⚖️

The process does not end when the court closes the estate. Heirs may still need help with asset transfers, trusts, or final tax steps. Detailed accounting records and proper documentation are also key to making sure everything is handled correctly.

Taking care of these final steps helps protect your family and your legacy. 🛡️

Contact Price Law Firm today to guide you through the important tasks that follow probate.

📞(909) 328-7000

https://pricelawfirm.com/probate

#probatelawyer #legalcounsel #probate #probatehelp #estatelawfirm

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[Post - OCT] Estate Planning Tip: Use Trusts Wisely | Scheduled 11.05.25

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[Post - OCT] Estate Planning Tip: Use Trusts Wisely | Scheduled 11.05.25

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Are you using trusts wisely in your estate plan? 💡

Trusts can give you more control over your assets and help shield them from risk. A revocable living trust can keep your assets out of probate and protect your privacy, while irrevocable or spendthrift trusts can offer added protection against creditors.

Smart planning today helps secure your family’s tomorrow.

Contact us to discuss the right trust strategy for your needs.

📞(909) 328-7000

🌐https://pricelawfirm.com

#trusts #estateplanning #legaltips #redlandslawyer #estateattorney

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[Blog Post - OCT] Can You Avoid Probate in California? What Families Need to Know | Scheduled 11.04.25

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[Blog Post - OCT] Can You Avoid Probate in California? What Families Need to Know | Scheduled 11.04.25

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Can your family avoid probate in California?

The probate process can take over a year, drain money in fees, and make private matters public. But with the right planning such as living trusts, beneficiary designations, or joint ownership you may be able to save time, reduce costs, and protect your family’s privacy.

Making thoughtful decisions today is one of the best gifts you can leave for your loved ones. 💙

👉🏻 When was the last time you reviewed your estate plan?

https://pricelawfirm.com/avoid-probate-in-california

#probate #legal #probatelawyer #estatelawyer #californiaestate

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Can You Avoid Probate in California? What Families Need to Know - Price Law Firm, APC

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Families often ask if probate can be avoided. Discover legal strategies in California that help transfer assets without court involvement.

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[Post - OCT] Are You Missing These Key Documents in Your Estate Plan? | Scheduled 10.23.25

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[Post - OCT] Are You Missing These Key Documents in Your Estate Plan? | Scheduled 10.23.25

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📝 Are you missing key pieces of your estate plan?

Having an estate plan is one thing, but having the right documents in place is what truly protects your wishes and your loved ones.

• Last Will and Testament
• Revocable Living Trust
• Durable or Health Care Power of Attorney
• Living Will
• HIPAA Authorization

Each of these plays a critical role in making sure your family is secure and your voice is heard, even when you cannot speak for yourself.

👉🏼 Contact Price Law Firm today to schedule a consultation and take the first step toward protecting your family’s future.

📞(909) 328-7000

🌐https://pricelawfirm.com

#estatelawyer #estateplanningattorney #legaltips #estateplanning

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[Post - OCT 20] Estate Planning Awareness Week | Scheduled 10.21.25

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[Post - OCT 20] Estate Planning Awareness Week | Scheduled 10.21.25

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Estate planning is not just for the wealthy. It is for anyone who wants to make sure their family is taken care of, no matter what happens. Without a plan, the law decides for you, and those outcomes might not reflect your wishes.

Creating an estate plan is one of the most important acts of love and responsibility. It guarantees your family is provided for, your values are respected, and your legacy is preserved.

If something unexpected happened tomorrow, would your family know your wishes?

Estate Planning Awareness Week is your reminder to prepare today so your family is protected tomorrow. 👨‍👩‍👧

📞(909) 328-7000

🌐https://pricelawfirm.com

#estateplanning #estateplan #californiaestate #redlandslawfirm #estateplanningawarenessweek

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[Reel Post - SEPT] Is an Irrevocable Trust Right for You? | Scheduled 10.08.25

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[Reel Post - SEPT] Is an Irrevocable Trust Right for You? | Scheduled 10.08.25

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We know that every situation is unique, and you might be asking, “Is an irrevocable trust the right choice for my family?” Consider these common scenarios:

👨‍⚕️ High-net-worth individuals
⚖️ Professionals facing potential risks
👨‍👩‍👧 Families planning for long-term care
💳 Those worried about creditors

Our firm can help you evaluate your options and design the right strategy for your needs. Contact us today to schedule a consultation.

📞(909) 328-7000

https://pricelawfirm.com/irrevocable-trust-attorney

#estateplanning #irrevocabletrust #assetprotection #legalcounsel

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[Blog Post - SEPT] What to Bring to Your First Meeting with a Probate Attorney | Scheduled 10.06.25

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[Blog Post - SEPT] What to Bring to Your First Meeting with a Probate Attorney | Scheduled 10.06.25

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⚖️ Probate often feels like one more burden during an already difficult time. Arriving at your attorney’s office with the right paperwork can ease stress and allow the legal process to move forward smoothly.

📂 Our guide explains which documents to gather, why they matter, and the questions to ask during your first consultation.

https://pricelawfirm.com/first-meeting-with-probate-attorney

#probate #estateplanning #willandtrust #probatelawyer

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Probate can feel like one more hurdle at a time when emotions are already stretched. Walking into an attorney's office with the proper paperwork in hand lightens that load and jump-starts the legal work. At Price Law Firm, APC, we have spent decades guiding Redlands families through estates both large and small, so we know preparation matters. This guide breaks down which records to gather, why they help, and the questions you should ask during that first conversation.

The Significance of Preparation

A short meeting is rarely possible when paperwork is missing. When you arrive with organized documents, your attorney can spot problems, outline next steps, and give you a more precise timeline on the spot. That efficiency often translates into fewer billable hours and lower court costs.

Preparation also sets the tone for open communication. When both sides start with the same facts, it is easier to avoid misunderstandings and keep the administration moving forward. Finally, being ready shows the court that the personal representative is acting diligently, something judges value when approving petitions.

Faster assessment of the estate's size and complexity

Reduced need for multiple follow-up appointments

A stronger first impression with the probate judge

With that in mind, let's look at exactly what belongs in your folder before you head to the office.

Essential Documents and Information to Gather

Start a simple binder or digital folder and label each section so pages do not get mixed up. The checklist below mirrors the order many attorneys use when building a probate file, making their review smoother.

Last Will and Testament (if applicable)

Bring the original will whenever possible because California probate courts require it for filing. Copies help the lawyer preview contents, yet the court needs the signed original to admit the will officially. If no will exists, be ready to discuss heirs under California intestacy statutes found in Probate Code §§ 6400-6414.

Death Certificate

Obtain at least three certified copies from the county recorder. One copy stays with the attorney's file, and others will go to banks or insurance carriers that ask for proof of death.

List of Assets

Create a broad inventory so nothing slips through the cracks. Include:

Real property with street addresses and parcel numbers

Checking, savings, and money market accounts

Stocks, bonds, and mutual funds held in brokerage accounts

Vehicles, boats, or recreational trailers with titles

Business ownership interests, such as LLC units or partnership shares

Valuable personal items like jewelry, art, or firearms

Note whether any asset is titled jointly or names a beneficiary. Those items may pass outside probate, affecting the estate's total value and the court's filing fees.

List of Liabilities

Probate requires paying valid debts, so bring current statements for mortgages, credit cards, medical bills, and personal loans. Knowing balances early helps the attorney decide if the estate qualifies for a simplified procedure or needs full administration.

Information on Heirs and Beneficiaries

Prepare a chart with each person's name, mailing address, email, phone number, and relationship to the decedent. The court will direct that notices go to everyone with a legal interest, and incomplete addresses can delay hearings.

Financial Statements and Records

Recent monthly or quarterly statements for bank and investment accounts help the lawyer estimate estate tax exposure and begin the asset-valuation process. Keep envelopes when possible; they often list account numbers no longer visible on inside pages due to privacy masking.

Real Estate Documents

Gather grant deeds, trust deeds, property tax bills, and homeowners' insurance declarations. These papers confirm ownership and reveal liens that must be settled before distribution.

Life Insurance Policies

Provide the policy face pages showing death benefits and beneficiary designations. Some policies name the estate rather than an individual, placing the proceeds under probate court supervision.

Other Relevant Documents

Any prenuptial agreements, divorce judgments, veteran's benefit papers, or powers of attorney can influence probate. It's better to hand them over, even if their connection isn't apparent to you.

Document Snapshot

Why Each Record Matters

Original Will

Determines the personal representative and asset distribution

Fire-safe box, attorney's office, or home files

Certified Death Certificate

Opens estate, closes accounts, claims insurance

County health department

Asset Statements

Establish the estate's gross value for court fees and taxes

Banks, brokers, and online account portals

Debt Records

Confirms obligations that must be settled before distribution

Creditors, monthly bills

His Contact List

Used for formal probate notices under Probate Code § 8200

Family address book, emails, and social media

Checking these items off in advance often saves weeks once probate is filed, especially when court calendars are crowded.

Questions to Ask the Attorney

Your first meeting is also your chance to evaluate whether the lawyer's approach matches the estate's needs. Walk in prepared to listen, but also ready to ask clear questions.

1. How much of your practice involves probate and estate administration?

2. What fee structure do you use, and are there court costs I will pay directly?

3. Based on the documents provided, how long might this probate take?

4. Do you see potential conflicts or unusual hurdles in this estate?

5. What is your preferred method and frequency of communication with clients?

Write the answers in a notebook during the meeting. That simple step helps you compare attorneys if you consult more than one and prevents details from slipping away during a busy week.

Take the First Step Towards Protecting Your Family's Future

Gathering paperwork ahead of time removes the guesswork and lets the legal team focus on guiding you through California's probate rules. Price Law Firm, APC has helped more than a thousand Redlands families settle estates while preserving family harmony. If you have questions, call us at 909-328-7000 or visit our website to schedule a free consultation.

We look forward to helping you move forward with confidence and peace of mind.

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What to Bring to Your First Meeting with a Probate Attorney - Price Law Firm, APC

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Meeting a probate attorney? Learn what documents and information to bring to make your first meeting productive and efficient.

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[Reel Post - SEPT] Meet the Team: Tyler Palomino | Scheduled 09.19.25

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[Reel Post - SEPT] Meet the Team: Tyler Palomino | Scheduled 09.19.25

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Meet Tyler Palomino, our dedicated paralegal. 👋🏻

Tyler began her career at a law firm as a receptionist in 2020 and, through hard work and dedication, advanced to her current role.

A UC Riverside graduate and bilingual in English and Spanish, she is passionate about supporting clients and guiding them through the legal process.

Outside of work, Tyler enjoys reading, watching movies and spending time with her family.

https://pricelawfirm.com/about-us

#meettheteam #paralegal #estateplanning #lawfirm

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[Carousel Post - SEPT] 4 Ways to Avoid Probate on Bank Accounts | Scheduled 10.01.25

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[Carousel Post - SEPT] 4 Ways to Avoid Probate on Bank Accounts | Scheduled 10.01.25

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Probate can be slow and stressful 🏦.

To avoid it, consider passing bank accounts via Payable-on-Death (POD), Transfer-on-Death (TOD), joint ownership, or a trust.

Each option has pros and cons depending on your family and goals.

📞(909) 328-7000

https://pricelawfirm.com/bank-accounts-probate

#estateplanning #probate #legaltips #trustplanning

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[Post - SEPT] Protect Your Patients and Staff with Smart Practice Transfer Planning | Scheduled 09.29.25

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[Post - SEPT] Protect Your Patients and Staff with Smart Practice Transfer Planning | Scheduled 09.29.25

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You’ve dedicated your career to patient care. 🩺 But have you planned for what happens to your practice when you step away?

Succession planning keeps your patients supported, your staff secure, and your life’s work intact.

✅ Do not wait. Secure the future of your practice now.

📞(909) 328-7000

https://pricelawfirm.com/estate-planning/physician

#californiadoctors #medicalpractice #physician #estateplanning

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[Post - SEPT] Above and Beyond To Get My Estate in Order | Scheduled 09.25.25

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[Post - SEPT] Above and Beyond To Get My Estate in Order | Scheduled 09.25.25

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We are so grateful to our wonderful clients.

Thank you for trusting our law firm to make your estate plan and trusts easy to understand. We love going above and beyond to help you get everything in order. 🤝🏻

Let us help you get your estate plan and trusts organized. Contact us.

📞(909) 328-7000

🌐https://pricelawfirm.com

#estateplanning #estatelawyer #californialawfirm #clientreview

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[FAQ Post - SEPT] How Can a Living Trust Benefit Me in California? | Scheduled 09.17.25

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[FAQ Post - SEPT] How Can a Living Trust Benefit Me in California? | Scheduled 09.17.25

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A living trust can make life easier for your loved ones. ✅ By helping your family avoid (or reduce) time and costs in probate, it guarantees your assets transfer more directly and efficiently.

Helping your family avoid probate means your assets transfer more directly, saving time and costs, one less worry during a difficult time.

📞(909) 328-7000

https://pricelawfirm.com/estate-planning

#estateplanning #livingtrust #californialawyer #financialplanning #probate

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[NL Blog Post - SEPT] Remarried in California? Why Updating Your Estate Plan Matters | Scheduled 09.12.25

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[NL Blog Post - SEPT] Remarried in California? Why Updating Your Estate Plan Matters | Scheduled 09.12.25

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Starting a new life together is wonderful, but it also means your estate plan might be out of date.

A second marriage changes your beneficiaries, how property is owned, and who you'd want making important decisions for you.

Find out how to update your plan to match your new reality in our latest blog post:

https://pricelawfirm.com/update-estate-plan-after-remarriage

#estateplanning #secondmarriage #blendedfamily #blog #legal

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Remarried in California? Why Updating Your Estate Plan Matters - Price Law Firm, APC

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Marriage changes your estate needs. Discover why Californians who remarry should review and update their estate plans.

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[Post - AUG] Honest, Thorough, and Always Putting You First | Scheduled 9/4/2025

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[Post - AUG] Honest, Thorough, and Always Putting You First | Scheduled 9/4/2025

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We’re truly grateful for clients who take the time to share their experiences.

At Price Law Firm, we believe every family deserves personalized, honest, and thorough guidance to protect what matters most.

Thank you for trusting attorney Sam and our team to help you navigate your options with care and dedication. ⚖️

📞(909) 328-7000

🌐https://pricelawfirm.com

#review #lawfirm #legalcounsel #estateplanning #california

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[Blog Post - AUG] What to Do When Probate Is Taking Too Long | Scheduled 9/1/2025

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[Blog Post - AUG] What to Do When Probate Is Taking Too Long | Scheduled 9/1/2025

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Waiting on probate can feel like watching paint dry while bills pile up and family members tap their feet. The court calendar moves at its own pace, and every extra week can keep assets locked away and stretch emotions thin.

In this blog, we’ll walk through why probate slows down and what you can do right now to speed it along. 👇🏻

https://pricelawfirm.com/probate-taking-too-long

#inheritance #estateplanning #blog #probateprocess

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What to Do When Probate Is Taking Too Long - Price Law Firm, APC

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Is probate dragging on? Learn what steps you can take when the process is delayed and how to keep things moving in California.

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[Reel Post - AUG] Who You Need & When: Understanding Attorney Roles Clearly | Scheduled 8/28/2025

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[Reel Post - AUG] Who You Need & When: Understanding Attorney Roles Clearly | Scheduled 8/28/2025

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Many people confuse these two important roles.

📝 Estate planning attorneys help you prepare ahead: drafting wills, trusts, and making sure your wishes are clear.

⚖️ Probate attorneys step in after a loss: guiding your loved ones through court processes and paperwork.

Planning ahead can make things much easier for your family later. Schedule your consultation.

📞(909) 328-7000

https://pricelawfirm.com

#estateplanninglawyer #probateattorney #inheritance #probate #willandtrust

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[Post - AUG] Law Tip: You Have 120 Days From The Start of Probate to Contest a Will | Scheduled 8/25/2025

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[Post - AUG] Law Tip: You Have 120 Days From The Start of Probate to Contest a Will | Scheduled 8/25/2025

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Can you still contest a will after probate starts? Yes but time is limited. ⏳

In most cases, you have 120 days from the date probate begins to raise a formal challenge. There may be exceptions, so it’s important to act quickly if something doesn’t feel right.

We’ll help you take action, clearly, confidently, and on time. Contact us.

📞(909) 328-7000

https://pricelawfirm.com/contested-and-uncontested-probate-lawyer

#legaltip #estateplanning #probate #probatelawyer

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[Post - AUG] Sophisticated Estate Protection | Scheduled 8/21/2025

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[Post - AUG] Sophisticated Estate Protection | Scheduled 8/21/2025

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Crafting an effective estate plan demands meticulous attention. That's precisely why Attorney Sam Price is dedicated to understanding the intricacies of your unique circumstances.

It's these precise details that help protect your wealth for future generations. Sam's comprehensive approach leaves no aspect unexamined. He safeguards your family's assets, makes them accessible when needed, and prepares them for any eventuality. 🛡️

Ready for a plan that truly protects your legacy? Contact us.

📞(909) 328-7000

https://pricelawfirm.com/contact-us

#estateplanning #estateprotection #californialaw #redlandslawyer

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[Reel Post - AUG] Meet the Team: Carolina Arias | Scheduled 8/18/2025

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[Reel Post - AUG] Meet the Team: Carolina Arias | Scheduled 8/18/2025

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Say hello to Carolina Arias! 👋

Carolina is our friendly and compassionate Paralegal and the first smile you'll see when you walk into our office.

A San Diego native, she brings 9 years of excellent customer service and a personal connection to estate planning.

After seeing how important a solid estate plan was for her own family during a difficult time, Carolina found her passion in helping families protect what matters most.

We’re so lucky to have her as part of our team and our clients are too.

https://pricelawfirm.com/about-us

#meettheteam #paralegal #estateplanning #redlandslawfirm

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[NL Blog Post] Understanding the Legal Responsibilities of a Trustee | Scheduled 8/14/2025

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[NL Blog Post] Understanding the Legal Responsibilities of a Trustee | Scheduled 8/14/2025

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Being named a trustee isn’t just a title. It’s a legal responsibility. If you’ve taken on that role, the law expects you to act with care, diligence, and loyalty.

Your job is to stay fair, follow the instructions in the trust, and put the beneficiaries first. If you don’t, you could be held personally liable.

Want to understand what’s really expected of you as a trustee? Read our full blog post to learn the key duties, common pitfalls, and how to protect yourself while doing the job right. ⬇️

https://pricelawfirm.com/trustee-reponsibilities

#trustee #blog #estateplanning #trustadministration

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Legal Responsibilities of a Trustee - Price Law Firm, APC

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Learn the legal responsibilities of a trustee in California, including asset management, beneficiary communication, and fiduciary duties.

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[Post - AUG] Make-A-Will Month: Protect What You’ve Worked For | Scheduled 8/11/2025

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[Post - AUG] Make-A-Will Month: Protect What You’ve Worked For | Scheduled 8/11/2025

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August is Make-A-Will Month, a gentle reminder to finally take care of something that matters deeply.

At Price Law Firm, we've guided over 1,000 Redlands families in creating thoughtful estate plans that protect what they've worked so hard for. 🏡

If making a will has been on your mind, now is the perfect time to take that step.

Schedule your consultation.

📞(909) 328-7000

https://pricelawfirm.com/contact-us

#makeawillmonth #estateplanning #willandtrust #redlandslawyer

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[Post - JULY] The Safer Way to Leave Assets to a Loved One with Disabilities | Scheduled 7/28/2025

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[Post - JULY] The Safer Way to Leave Assets to a Loved One with Disabilities | Scheduled 7/28/2025

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Leaving money directly to a loved one with disabilities can affect their benefits like Medicaid or SSI.

A Special Needs Trust lets you help them without putting that support at risk.

📅 Book a consultation to learn how to protect both their care and their benefits.

📞(909) 328-7000

https://pricelawfirm.com/estate-planning/child-with-disabilities

#specialneedstrust #estateplanning #disabilitysupport

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06.17.25 - Price Law Firm - The Safer Way to Leave Assets to a Loved One with Disabilities

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[Reel Post - JULY]  Meet Elila Ortega: The Friendly Face at Our Front Desk | Scheduled 7/24/2025

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[Reel Post - JULY]  Meet Elila Ortega: The Friendly Face at Our Front Desk | Scheduled 7/24/2025

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Say hello to Elila Ortega, the friendly face of our Customer Service team 🤝🏻

With 15+ years of experience and a big heart for helping others, Elila makes every visit feel warm and welcoming. She speaks both English and Spanish and loves making people feel at home.

When she’s not at work, you’ll find her enjoying movies, shopping, and time with her son and their furry friend.

We’re so glad she’s part of our team!

https://pricelawfirm.com/about-us

#meettheteam #customerservice #estateplanning #ourteam

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06.18.25 - Price Law Firm - The Friendly Face at Our Front Desk

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[Blog Post - JULY] What Happens to a House During Probate in California? | Scheduled 7/21/2025

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[Blog Post - JULY] What Happens to a House During Probate in California? | Scheduled 7/21/2025

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Probate can get tricky when there’s a house involved.

A home holds both memories and value, and families often want answers fast.

This article breaks down how probate works with real estate in California. It also explains why it’s smart to talk to a lawyer about your situation. ⬇️

https://pricelawfirm.com/what-happens-to-house-during-probate

#probate #californialaw #estateplanning #inheritance

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What Happens to a House During Probate in California? - Price Law Firm, APC

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What happens to a house during probate in California? Learn how property is handled, transferred, or sold during estate administration.

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[FAQ Post - JULY]  How Do I Make Sure My Second Spouse Can’t Leave Out My Children from the Estate Plan? | Scheduled 7/17/2025

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[FAQ Post - JULY]  How Do I Make Sure My Second Spouse Can’t Leave Out My Children from the Estate Plan? | Scheduled 7/17/2025

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Remarried and worried your kids might be left out? You’re not alone. It’s a common concern in blended families.

The good news is you can protect everyone you love.

✅ Create a trust
🤝🏻 Pick a neutral trustee
📝 Leave clear instructions

We’re here to help you build a plan that puts your whole family first. Contact us today.

📞(909) 328-7000

https://pricelawfirm.com/estate-planning/remarried

#estateplanning #blendedfamily #trustplanning #californialawfirm

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[Post - JULY] Inland Valleys Association of Realtors  | Published 7/16/2025

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[Post - JULY] Inland Valleys Association of Realtors  | Published 7/16/2025

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On July 8th, Attorney Sam Price presented at the Inland Valleys Association of Realtors on “Impactful Estate Planning: How Diverse Family Dynamics Affect Your Estate Plan.”

He explored important planning tools, designation strategies, and the complexities of family structures and property laws.

Thank you to all who attended and made it a meaningful event!

#estateplanning #realestateprofessionals #lawyertalk #legaleducation

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07.09.25 - Price Law Firm - Inland Valleys Association of Realtors

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[Testimonial Post - JULY] A 5-Star Experience at Price Law Firm | Scheduled 7/14/2025

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[Testimonial Post - JULY] A 5-Star Experience at Price Law Firm | Scheduled 7/14/2025

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Thank you for trusting us with something as important as your living trust.

It was a joy to walk through the process with you and we’re so glad we could offer support in Spanish to make things even more comfortable.

📞(909) 328-7000

🌐https://pricelawfirm.com

#review #lawfirm #legalcounsel #estateplanning #californialaw #redlandsCA

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06.17.25  - Price Law Firm -  A 5-Star Experience at Price Law Firm

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[Carousel Post - JULY] How to Protect Your Blended Family’s Future | Scheduled 7/10/2025

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[Carousel Post - JULY] How to Protect Your Blended Family’s Future | Scheduled 7/10/2025

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Blended families need estate plans that are clear and fair for everyone.

We help with custom wills, trusts, and guidance on shared property. You can protect what matters most. 🛡️

📞(909) 328-7000

https://pricelawfirm.com/estate-planning/remarried

#estateplanning #blendedfamily #californialaw #estateplan

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06.18.25 - Price Law Firm - How to Protect Your Blended Family’s Future

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[NL Blog Post - JULY] How Estate Planning Protects Your Real Estate Investments | Scheduled 7/7/2025

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[NL Blog Post - JULY] How Estate Planning Protects Your Real Estate Investments | Scheduled 7/7/2025

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Owning property in California means more than just an investment. It’s part of your life. 🏡

Whether it’s your home or a rental, it’s worth protecting. Without a solid plan, things like court delays, extra taxes, or family disagreements can cause problems.

This blog breaks down easy steps you can take now to keep your property safe.

https://pricelawfirm.com/estate-planning-real-estate

#californiarealestate #estateplanning #blog #realestatelaw

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Estate Planning for Real Estate Investors - Price Law Firm, APC

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Estate planning safeguards your real estate assets for future generations. Discover how to reduce probate risks and preserve value.

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[Post - JULY] 4th of July | Scheduled 7/4/2025

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[Post - JULY] 4th of July | Scheduled 7/4/2025

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Happy 4th of July!

Today we celebrate the birth of our nation, the courage of our founders, and the freedom we cherish.

Enjoy the parades, fireworks, and time with loved ones.

https://pricelawfirm.com

#independenceday #4thofjuly #usa #freedom

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[Event Post - JUNE] Summer Taco Party | Scheduled 6/6/2025 - 6/18/2025

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[Event Post - JUNE] Summer Taco Party | Scheduled 6/6/2025 - 6/18/2025

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Join us for the Summer Community Kickoff.

Enjoy free lunch on us: tacos, beans, rice, and amazing company.

📅 June 24, 2025

🕛 12 PM – 2 PM
📍 454 Cajon St, Redlands, CA 92373

🎁 Bring a friend & enter our raffle.
📲 Registration Required: Scan the QR code to register now.

Don't miss out on the fun, food, and fiesta🎊

#tacotuesday #summerkickoff #freelunch #communityevent #tacoparty #redlandsca

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[Testimonial Post - JUNE] Seamless and Professional from Start to Finish  | Scheduled 6/26/2025 

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[Testimonial Post - JUNE] Seamless and Professional from Start to Finish  | Scheduled 6/26/2025 

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It's our mission to make estate planning seamless and stress-free, and we're honored to have earned our client's trust.

Thank you for choosing us to guide you through such an important process. 📝

📞(909) 328-7000

🌐https://pricelawfirm.com

#review #lawfirm #legalcounsel #estateplanning #californialaw #redlandsCA

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05.15.25 - Price Law Firm - Seamless and Professional from Start to Finish

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[Reel Post - JUNE] 6 Things that Puts Your Assets at Risk | Scheduled 6/23/2025 

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[Reel Post - JUNE] 6 Things that Puts Your Assets at Risk | Scheduled 6/23/2025 

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Think your wealth is safe? Here are some common threats that could jeopardize everything you’ve worked hard for:

1️⃣ Lawsuits
2️⃣ Creditors
3️⃣ Business liabilities
4️⃣ Divorce
5️⃣ Long-term care costs
6️⃣ Probate delays and costs

Protect your future by planning ahead.

📞(909) 328-7000

🌐 https://pricelawfirm.com/estate-planning/asset-protection-tips

#assetprotection #estateplanning #wealthmanagement #explorepage

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05.15.25 - Price Law Firm - 6 Things That Puts Your Assets at Risk

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[Post - JUNE] Looking For a Law Firm That Truly Cares?  | Scheduled 6/19/2025

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[Post - JUNE] Looking For a Law Firm That Truly Cares?  | Scheduled 6/19/2025

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At Price Law Firm, APC, we are here to help you plan for your family’s future with clarity and compassion.

🔹You’re not just a case. Our team makes sure you feel heard and supported.
🔹Real talk and smart solutions.
🔹We know how personal these matters can be. We’re with you every step of the way.
🔹Based in Redlands and serving the Greater L.A. area.

Let’s make a plan that works for your family. 🏡

📞(909) 328-7000

🌐 https://pricelawfirm.com/contact-us

#estateplanning #legalhelp #californialawyer #californialawfirm

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05.14.25 - Price Law Firm - Looking For a Law Firm That Truly Cares 

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[Blog Post - JUNE] Formal vs. Informal Probate in California: What’s the Difference? | Scheduled 6/16/2025

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[Blog Post - JUNE] Formal vs. Informal Probate in California: What’s the Difference? | Scheduled 6/16/2025

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Dealing with a loved one’s estate can feel like a puzzle especially when probate is involved.

This blog breaks down the difference between formal and informal probate in California. ⚖️

Read now:

https://pricelawfirm.com/informal-vs-formal-probate

#probate #estateplanning #blog #legaltips

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Handling a loved one's estate can feel like solving a puzzle, especially when navigating the court-supervised process of dividing assets and settling debts. This article aims to clarify the differences between formal and informal probate under California law.

Please note that this information is for educational purposes only and does not constitute legal advice.

For personalized legal guidance, reach out to Price Law Firm; our experienced team can help you understand your options and manage probate complexities.

Formal Probate in California

Formal probate centers on a detailed, court-guided process to confirm the will, appoint an executor or administrator, and supervise the estate's administration. It can often last around nine months to a year and a half, or possibly more if the estate has unusual complexities.

Court involvement is high compared to an informal process, but it brings an added layer of monitoring when the estate is complicated or there is friction among parties.

When Formal Probate is Typically Required

In certain situations, formal probate cannot be skipped. It is common when you have estates with a wide range of accounts, investments, or real property.

If there are debates over the will's legitimacy or any splits among relatives, formal probate gives disputants a neutral place to be heard. Besides that, if no valid will exists, formal probate spells out how property is distributed based on California's intestacy laws.

Court fees become part of these proceedings. Filing costs, publication fees to inform the public, and appraiser fees for real estate appraisals are customary. Compensation to those handling the estate is often a set percentage of the estate's appraised value. In many cases, the personal representative may have to pay some expenses upfront and then be refunded by the estate later.

Steps in a Formal Probate Case

Getting through formal probate involves several phases:

Launching the case by submitting a Petition for Probate (DE-111) where the deceased person resided, giving advance notice of the upcoming hearing to relatives or potential heirs, and placing a published notice in a local paper.

Completing estate administration by defining all assets (DE-160), informing creditors (DE-157), paying bills and taxes, and making regular reports to the court.

Finalizing administration by preparing a final accounting, submitting a report, and seeking permission to hand out proper shares to all beneficiaries.

Informal Probate in California

Some estates can be handled with fewer court procedures if they have straightforward resources or few liabilities. This alternative is sometimes labeled "informal probate," and it generally runs quicker than the formal track. The court does not watch each action as closely, so it can be less expensive overall.

When Informal Probate is Suitable

This approach is best for smaller or uncontested estates. If the will is valid and there is consensus among the beneficiaries, few conflicts will likely arise. A properly signed will that spells out how assets should be passed on is a helpful safeguard if you want to use the informal path.

Steps in the Informal Probate Process

Though it is shorter, you still must respect certain guidelines for informal probate:

1. Petition the court to open the case and name a personal representative.

2. Send notices to heirs and creditors.

3. List and assess the estate's holdings.

4. Pay any justified debts and overdue taxes.

5. Move leftover property to the right beneficiaries, following the last will or California's heirs-at-law scheme.

Advantages of Informal Probate

Several clear upsides follow this process:

It tends to finish faster, as courts are less involved.

Fewer court filings mean lower administrative costs.

The personal representative has more control in making decisions over day-to-day management.

Disadvantages of Informal Probate

This route also has some weak spots:

Less court involvement can cause concern if conflicts emerge and no judge oversees each step.

Complex assets or legal puzzles might require the predictability and structure that formal probate supplies.

Differences Between Formal and Informal Probate

Your choice between formal and informal paths may hinge on time constraints, potential disputes, and the breadth of the estate. Below is a quick reference you can review:

Choosing the Right Probate Process

Picking an approach depends heavily on the type of estate you are dealing with. A formal proceeding may provide that extra structure if you expect disagreements among family members. Simplified estates can often benefit from informal procedures, particularly if they hold only a handful of assets and do not have much debt.

You might also weigh the estate's worth and whether you can use a reduced procedure. Some smaller estates avoid full probate if their value is under set legal limits.

Consulting a knowledgeable professional is often helpful so you understand your choices and obligations.

Contact Us for Assistance with California Probate

We have guided many families through both formal and informal probate in California. Feel free to phone us at 951-720-1921 or visit our contact page to tell us your concerns.

We have helped many families keep hard-earned money safe, and we welcome the chance to talk about your probate situation. We look forward to supporting you every step of the way.

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Formal vs. Informal Probate in California - Price Law Firm, APC

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Learn the difference between formal and informal probate in California, including how each process works and when it applies.

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[Reel Post - JUNE] More Than a Smile: Meet Mia Garduno | Scheduled 6/12/2025

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[Reel Post - JUNE] More Than a Smile: Meet Mia Garduno | Scheduled 6/12/2025

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📣 Meet Mia Garduno, the friendly face that welcomes you at Price Law Firm.

With 10+ years of financial experience, Mia brings warmth and professionalism to every client interaction. Her passion for estate planning and probate comes from personal loss, and now she’s dedicated to helping families navigate tough times with care.

Outside of work, Mia’s a proud sports mom, cheering from the sidelines with coffee in hand. ⚽️☕️

https://pricelawfirm.com/about-us

#meettheteam #legalassistant #ourteam #lawfirm

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05.14.25 - Price Law Firm - More Than a Smile

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[Post - JUNE] Victor Valley Community College Event | Scheduled 6/10/2025

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[Post - JUNE] Victor Valley Community College Event | Scheduled 6/10/2025

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⚖️ Attorney Sam Price had a great time speaking at Victor Valley Community College.

He shared some real talk on why smart staffing matters and how to keep great people on your team. 💼

Big thanks to the attorneys, judges, and paralegal students who showed up and joined the conversation.

#legalcommunity #talentretention #staffing

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06.03.25 - Price Law Firm - Victor Valley Community College Event (1)

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[Post - JUNE] Did You Know? | Scheduled 6/9/2025

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[Post - JUNE] Did You Know? | Scheduled 6/9/2025

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Insurance is a must.

When life throws the unexpected your way, the right coverage can protect your home, car, and everything you've worked hard for.

✅ Home and auto insurance should cover not only damage but also liability risks.
✅ Umbrella policies add an important extra layer of protection when your basic coverage isn’t enough.

Don't wait for a crisis to find out you're underinsured, protect your assets now.

📞(909) 328-7000

🌐 https://pricelawfirm.com/estate-planning/asset-protection-tips

#assetprotection #financialplanning #californialaw

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05.14.25 - Price Law Firm - Did You Know

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[NL Blog Post - JUNE] Learn How to Secure Your Disabled Child’s Future With an Estate Plan | Scheduled 6/5/2025

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[NL Blog Post - JUNE] Learn How to Secure Your Disabled Child’s Future With an Estate Plan | Scheduled 6/5/2025

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Raising a child with disabilities means planning for more than just today.

In California, even a small inheritance can risk losing vital benefits like Medi-Cal or SSI. That’s why smart, careful planning is so important. 🧠💼

👉 Read our latest blog to learn how to safeguard your child’s future:

https://pricelawfirm.com/disabled-child-estate-planning

#specialneedsplanning #californialaw #blog #estateplanning

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Learn How to Secure Your Disabled Child’s Future With an Estate Plan - Price Law Firm, APC

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Planning for a disabled child’s future? Learn how estate planning tools like special needs trusts can provide long-term financial security.

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[Post - JUNE] Dignity and Care: Legal Steps for Parents Facing Disability or Illness | Scheduled 6/2/2025

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[Post - JUNE] Dignity and Care: Legal Steps for Parents Facing Disability or Illness | Scheduled 6/2/2025

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Disability or illness doesn’t stop a parent from wanting to provide for their family.

🔹 A Special Needs Trust can guarantee continued care without losing vital benefits.

🔹 Guardianship and conservatorship help protect decisions when they can’t.

Every parent deserves dignity, even in difficult times.

📞(909) 328-7000

🌐 https://pricelawfirm.com/estate-planning/sick-or-disabled-parents

#specialneedstrust #guardianship #legalplanning #estateplanning

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05.14.25 - Price Law Firm - Dignity and Care

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[Post - MAY] CA Bill AB2016 and its Impact on Probate Proceedings | Published 5/9/2025 - 5/21/2025

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[Post - MAY] CA Bill AB2016 and its Impact on Probate Proceedings | Published 5/9/2025 - 5/21/2025

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Join Attorney Sam Price and Manisha Hunet for an exclusive breakdown of the California Bill AB2016 and how it will reshape probate proceedings in our state.

🗓 Date: May 28, 2025
🕛 Time: 12:00 PM (PST)
💻 Location: Zoom

What You’ll Learn:
✔️ What’s in CA Bill AB2016 (approved Sept. 21, 2024)
✔️ How it amends existing laws around decedents' estates and real property
✔️ What heirs and successors need to know about managing/transferring property
✔️ Practical takeaways for estate planners, probate attorneys, and real estate pros

👉 Don’t miss this important conversation that affects families, professionals, and property owners across California.

➡️ Register Now:

https://sbcba.regfox.com/sam-manisha-ab2016

#estateplanning #probate #californialaw #AB2016

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Pricelaw_ Black Blue Rounded Modern Business Conferencel_ Event Flyer_ 05.08.25

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[Post - MAY] Handling a Loved One’s Estate in California  | Scheduled 5/29/2025

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[Post - MAY] Handling a Loved One’s Estate in California  | Scheduled 5/29/2025

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👩‍⚖️ In California, estate administration is the process of managing and distributing a person’s belongings after they’ve passed.

Here's what that usually involves:

📜 Going through probate
📦 Taking inventory
💸 Paying off debts and taxes
🏠 Sharing what’s left

Having a clear understanding of each step can help make the process more manageable.

📞(909) 328-7000

#estatehelp #californiaestate #probateprocess #estateplanning #inheritanceguide

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04.24.25 - Price Law Firm - Handling a Loved One’s Estate in California

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[FAQ Post - MAY] Why can’t I just leave assets directly to my loved one with disabilities? | Scheduled 5/27/2025

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[FAQ Post - MAY] Why can’t I just leave assets directly to my loved one with disabilities? | Scheduled 5/27/2025

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Thinking of leaving assets directly to a loved one with disabilities? 🛑 Think again.

Doing so might unintentionally disqualify them from essential benefits like Medicaid or SSI.

A special needs trust is the smart way to go, it protects their eligibility while still providing for their needs. ❤️

Plan with love and strategy.💡Contact us for legal help.

📞(909) 328-7000

https://pricelawfirm.com/estate-planning/child-with-disabilities

#specialneedstrust #estateplanning #disabilityawareness #medicaid #ssi

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[Blog Post - MAY] 10 Questions to Ask a Probate Lawyer Before Hiring | Scheduled 5/22/2025

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[Blog Post - MAY] 10 Questions to Ask a Probate Lawyer Before Hiring | Scheduled 5/22/2025

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Feeling overwhelmed by how estates are settled after someone passes away?

The legal process in California can be tricky, and many families wonder if they’re on the right path. ⚖️

We’ve put together key questions to help you choose the right probate lawyer, someone who truly understands your situation and handles your case with care. 💼💙

https://pricelawfirm.com/questions-to-ask-probate-lawyer-before-hiring

#probate #estateplanning #californialaw #probateattorney #legalhelp

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10 Questions to Ask a Probate Lawyer Before Hiring - Price Law Firm, APC

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Hiring a probate lawyer? Ask these 10 essential questions to ensure you choose the right attorney for estate administration in California.

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[Post - MAY] A Trusted Guide from Day One | Scheduled 5/19/2025

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[Post - MAY] A Trusted Guide from Day One | Scheduled 5/19/2025

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We are truly thankful for our client's kind words.

Our dedicated team welcomes every client with a warm smile and a commitment to being a responsible, reliable, and caring guide.

Thank you for placing your trust in us. ⚖️

📞(909) 328-7000

🌐https://pricelawfirm.com

#review #lawfirm #legalsupport #estateplanning #californialaw #redlandsCA

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04.15.25  - Price Law Firm - A Trusted Guide from Day One

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[Post - MAY] Behind the Customer Care: Meet Brandie Cooper | Scheduled 5/15/2025

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[Post - MAY] Behind the Customer Care: Meet Brandie Cooper | Scheduled 5/15/2025

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Meet Brandie Cooper, our client care specialist.

With 10+ years in marketing and customer relations, she brings joy, compassion, and professionalism to every client interaction.

Her personal experience with estate planning sparked a passion that now drives her work. Bilingual in English and Spanish, Brandie helps make sure every client feels like family.

We’re so glad to have her on our team. 💙

📞(909) 328-7000

https://pricelawfirm.com/about-us

#meettheteam #estateplanning #customerexperience #ourteam

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04.24.25 - Price Law Firm - Behind the Customer Care Meet Brandie Cooper

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[Post - MAY] Because They’ll Always Need You.  Even When You’re Not There  | Scheduled 5/12/2025

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[Post - MAY] Because They’ll Always Need You.  Even When You’re Not There  | Scheduled 5/12/2025

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We all want to make sure our loved ones are cared for, especially when they rely on us a little more than most.

Special needs planning helps protect vital benefits like Medi-Cal, SSI, and SNAP, while making sure your loved one still gets the care and support they need to live well.

💛 It’s the comfort of having a plan in place, and the love behind every step you take.

📞(909) 328-7000

https://pricelawfirm.com/estate-planning/child-with-disabilities

#specialneedsplanning #ssi #medical #specialneeds

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04.24.25 - Price Law Firm - Because They’ll Always Need You 

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[Blog Post - MAY] When Is Probate Required in California? Key Rules to Know | Scheduled 5/8/2025

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[Blog Post - MAY] When Is Probate Required in California? Key Rules to Know | Scheduled 5/8/2025

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Have you ever wondered if every family estate must go before a judge after someone passes away? 🧭

📄 In this article, we’ll talk about when probate is required in California, examining the main rules so you can feel more prepared. 👇

https://pricelawfirm.com/when-is-probate-required-in-california

#estateplanning #probate #californialaw #legalhelp #blog

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[Post - MAY] Is There a Deadline for Filing Probate in California? | Scheduled 5/5/2025

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[Post - MAY] Is There a Deadline for Filing Probate in California? | Scheduled 5/5/2025

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When someone passes, probate might be the last thing on your mind but don’t wait too long.

📅 California doesn't have a set deadline, but delays can cause real complications.

🔍 A timely start helps avoid missing info and keeps the process under control.

📞(909) 328-7000

https://pricelawfirm.com/how-long-to-file-probate-after-death-in-california

#probate #californialaw #estateplanning #legalhelp

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04.15.25 - Price Law Firm - Is There a Deadline for Filing Probate in California (1)

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[Post - APRIL] Hudson Realty Probate Presentation | Scheduled 5/2/2025

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[Post - APRIL] Hudson Realty Probate Presentation | Scheduled 5/2/2025

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We had the pleasure of visiting Hudson Realty to present on the probate process breaking down how it works and the steps involved in listing and selling a property during probate.

It was a fantastic opportunity to share valuable perspectives, answer questions, and strengthen our partnership with a team that's as committed to learning and growth as we are. 💼🤝

Thank you, Hudson Realty, for having us!

📞(909) 328-7000

🌐https://pricelawfirm.com

#probate #realestate #community #realestateprofessionals

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04.24.25 - Price Law Firm - Hudson Realty Probate Presentation

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[Post - APRIL] Affiliates Expo Event | Scheduled 4/20/2025

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[Post - APRIL] Affiliates Expo Event | Scheduled 4/20/2025

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We had a fantastic time at the Affiliates Expo hosted by the Inland Valley Association of Realtors. 🏡✨

Price Law Firm was proud to be one of about 20 affiliates supporting our amazing local real estate community. ❤️

📄 We set up a vibrant table to showcase our services, shared helpful flyers, and even handed out Easter eggs filled with sweet surprises to keep things festive and fun.

It was a successful event full of great conversations, new connections, and valuable exposure. Thanks to everyone who stopped by, we were glad to meet you. 👋

📞(909) 328-7000

🌐https://pricelawfirm.com

#realestatesupport #networkingevent #marketing#communityconnections #realestatelife

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04.23.25 - Price Law Firm - Affiliates Expo, hosted by the Inland Valley Association of Realtors.

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[Carousel Post - APRIL] The Advantages of an Irrevocable Trust in California | Shceduled 4/28/2025

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[Carousel Post - APRIL] The Advantages of an Irrevocable Trust in California | Shceduled 4/28/2025

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Choosing an irrevocable trust offers security in many ways:

🔒 Asset protection
💰 Tax efficiency
🏥 Medi-Cal eligibility
⚖️ Probate avoidance
👨‍👩‍👧‍👦 Beneficiary safeguards

Secure your legacy today with an irrevocable trust.

📞(909) 328-7000

🌐 https://pricelawfirm.com/irrevocable-trust-attorney

#assetprotection #taxefficiency #estateplanning #trusts #beneficiaries

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03.24.25  - Price Law Firm - The Advantages  of an Irrevocable Trust in California

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[Post - APRIL] Thinking About Gifting?  | Scheduled 4/24/2025

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[Post - APRIL] Thinking About Gifting?  | Scheduled 4/24/2025

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Thinking about gifting? 🎁 Giving away part of your estate while you're alive can help reduce your taxable estate and protect assets from creditors or probate. ✅

By sticking to annual gift tax limits, you can lower your estate’s tax burden and safeguard what matters most. 🏡

📞(909) 328-7000

🌐 https://pricelawfirm.com/estate-planning/asset-protection-tips

#estateplanning #gifting #taxstrategy #charitablegiving

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03.24.25 - Price Law Firm -Considering a gift

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[Reel Post - APRIL] Your Trusted Partner in Family Inheritance Law | Scheduled 4/21/2025

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[Reel Post - APRIL] Your Trusted Partner in Family Inheritance Law | Scheduled 4/21/2025

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When it comes to handling family inheritances, experience matters. We’re here to provide you with the support and guidance you need during this important time.

✅ Trusted & proven

⚖️ 23+ years of experience

⏱ Fast turnaround & client support

💰 Affordable & convenient

Let us help you protect your legacy.

📞 (909) 328-7000

🌐 https://pricelawfirm.com/contact-us

#inheritancelaw #estateplanning #clientfirst #redlandslawyer #californiaestateplan

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03.24.25 - Price Law Firm - Your Trusted Partner in Family Inheritance Law

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[Testimonial Post - APRIL] Top-Notch Attorney Who Truly Cares About His Clients | Scheduled 4/17/2025

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[Testimonial Post - APRIL] Top-Notch Attorney Who Truly Cares About His Clients | Scheduled 4/17/2025

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Thank you for trusting us with your legal needs. We take pride in being personable and always answering your questions with care. 🧑‍⚖️💬

We work diligently to get results. Your satisfaction is our top priority.💼✅

📞(909) 328-7000

🌐https://pricelawfirm.com

#clientappreciation #teamwork #lawfirm #legalsupport #happyclient #estateplanning #californialaw #redlandsCA

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03.24.25  - Price Law Firm - Top-Notch Attorney Who Truly Cares About His Clients

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[Blog Post - APRIL] Gene Hackman's Estate Plan: A Hollywood Legend’s Final Mistake—and What It Means for the Rest of Us | Scheduled 4/15/2025

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[Blog Post - APRIL] Gene Hackman's Estate Plan: A Hollywood Legend’s Final Mistake—and What It Means for the Rest of Us | Scheduled 4/15/2025

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📰 The passing of actor Gene Hackman and his wife, Betsy Arakawa, highlights the importance of estate planning to protect loved ones.

Despite his decades-long Hollywood career, Hackman’s outdated estate plan has led to complications for his family. A simple oversight—a survivorship clause—means his wife’s estate went to a charitable trust instead of him, and his children weren’t included in his will at all. 🏛️

This story isn’t just about celebrity, it’s a cautionary tale for all of us. Life changes fast, and without regular updates to your estate plan, you could leave your loved ones facing confusion, delays, and unnecessary legal battles. ⚖️

✅ If it’s been over 3 years or you’ve had major life changes, review your estate plan now. Don’t wait for a tragic event to make the necessary updates.

https://pricelawfirm.com/gene-hackmans-estate-plan-mistakes

#estateplanning #californiaestateplanning #will #trusts #estateplan

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Two-time Academy Award winner Gene Hackman, born in San Bernardino, California, lived a life most would call legendary. From his Oscar-winning performances in The French Connection and Unforgiven to a decades-long Hollywood career, Hackman was a towering presence in American cinema. But when news broke that Gene Hackman and his wife, Betsy Arakawa, were found deceased in their Santa Fe, New Mexico, home on February 26, 2025, a more private story began to unfold-one that serves as a cautionary tale about estate planning.

This isn't about celebrity gossip or Hollywood drama. It's about the very real consequences that come when even smart, successful people put off updating their estate plans.

A Tragic Twist of Timing

Betsy Arakawa, Hackman's wife of more than 30 years, is presumed to have passed on February 12, 2025. Gene Hackman followed just six days later, on February 18. Their deaths were discovered days afterward.

Betsy's will included a survivorship clause: her estate would go to Gene-but only if he survived her by 90 days. Since he didn't, her estate was directed to pass to a charitable trust.

This simple clause, meant to prevent unnecessary legal entanglements if both spouses died in quick succession, ended up having enormous implications. The timing-mere days apart-meant that none of Betsy's assets would transfer to Gene's estate.

The Danger of "Set It and Forget It" Estate Plans

Like many people, Hackman may have assumed that his younger spouse-30 years his junior-would long outlive him. But life, and death, don't always follow our expectations.

The bigger issue? Hackman hadn't updated his estate plan in two decades. His last known amendment to his trust was in 2005. His original trust, created in 1995, named Betsy as his successor trustee. His first alternate successor trustee, Santa Fe attorney Michael G. Sutin, passed away in 2019. The second alternate, attorney Julia L. Peters, will now step in.

Had Gene kept his plan up to date, he could have named backups and contingencies better suited to his current wishes and circumstances. Instead, his estate now faces potential delays, confusion, and administrative complications-all of which could have been prevented with periodic updates.

What About the Children?

Hackman had three adult children from a prior marriage. None of them were named in his will.

Under New Mexico law, as in California, failing to mention or provide for children can raise questions: was this an intentional omission, or was the estate plan outdated and incomplete? If litigation follows, it won't just be a matter of celebrity headlines-it'll be months (or years) of legal wrangling for his heirs.

Even if Gene truly intended to leave his children out of his estate plan, a simple written statement to that effect could have prevented confusion or conflict. Silence in an estate plan often creates noise in court.

California Takeaways: Don't Let This Happen to You

Here in California-especially in community property states like ours and New Mexico-coordinating estate plans between spouses is critical. So is reviewing your plan after every major life event: marriage, divorce, death, the birth of a grandchild, retirement, or even just the passage of time.

In California probate court, we often see situations where:

Both spouses named each other as trustee with no alternate listed.

Adult children are left out unintentionally.

Outdated estate plans lead to court battles over ambiguous intentions.

Survivorship clauses create unintended results when deaths are close in time.

Gene Hackman's situation illustrates all of these risks.

The Lesson: Legacy Is More Than a Lifetime of Work

Gene Hackman left behind a remarkable body of work. But the legacy we leave behind isn't just measured in movies or awards-it's also measured in how well we prepare our loved ones for the future.

An estate plan isn't a one-time event-it's a living document that needs to grow and evolve with your life.

If it's been more than three years since you reviewed your estate plan-or if your life has changed in any way-take this as your sign.

⚖️ Is Your Estate Plan Still Aligned with Your Life?

Talk to your estate planning attorney. Dust off your documents. Make sure your plan still reflects your wishes. In the end, a well-designed estate plan is one of the greatest gifts you can leave behind.

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What We Can Learn from Gene Hackman's Estate Plan Mistakes - Price Law Firm, APC

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What went wrong with Gene Hackman's estate plan? Discover valuable takeaways to help you avoid common estate planning mistakes.

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[Blog Post - APRIL] The BIG Question If You’re A Successor Trustee… Do You Need Help? | Scheduled 4/14/2025

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[Blog Post - APRIL] The BIG Question If You’re A Successor Trustee… Do You Need Help? | Scheduled 4/14/2025

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Settling a loved one’s estate through a revocable living trust can be overwhelming. That’s why it’s important to consider whether your family is prepared to handle the process on your own or if you may need an attorney’s help. 👩‍⚖️

In our article, we break down the key factors to help you decide if professional guidance is the right move. ✅

🌐 https://pricelawfirm.com/a-successor-trustee

#trustestate #revocablelivingtrust #familytrust #legalhelp #estateplanning #blog

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Assessing Your Family's Capability to Manage Your Trust Settlement

Settling the trust estate of a loved one through a revocable living trust can be an intimidating process. This is why it's important to consider if your family has the capacity and resources to handle this task without assistance from an attorney or other legal expert. Here are some key factors that will help you determine if additional guidance may be necessary for settling your trust successfully.

Complete Funding of the Revocable Living Trust: What It Means and Its Benefits

To ensure that a revocable living trust works as desired upon the Trustmaker's passing, it is essential to fully fund and update the trust before their death. This includes including all assets of value in the revocable living trust, especially real estate; any remaining individual property may necessitate probate administration after their demise. If complete assurance of avoiding an estate probate is sought, then comprehensive funding and updating must be completed beforehand by the Trustmaker for successful execution post-mortem.

Effects of Marriage on Trust Creation: Understanding the Trustmaker's Situation

If your loved one has passed away and left behind a revocable living trust with AB or ABC planning, it is critical to meet with an estate and trust attorney. Doing so will ensure all A, B, and/or C trusts are properly created and funded as well as any necessary estate tax return filings at the federal or state level. Furthermore, when the surviving spouse passes on their assets must be unraveled from these complex trusts in addition to settling final affairs of both spouses' (revocable) living trust(s).

Outright Inheritance vs. Inheriting through a Trust: Factors to Consider for Beneficiaries

If the beneficiaries are not required to go through complex processes such as paying estate taxes, dealing with debt, or assigned trusts for inheritance purposes then they may be able to settle their affairs without professional legal help. However, if some individuals require trust-funded inheritances then a lawyer should be consulted to ensure that all tax returns and daily transactions related to those trusts remain compliant.

Income Tax: What to Do When the Estate Owes Federal or State Taxes

The decedent's last federal and state income tax return must be filed and any taxes paid. Go through the decedent's records to find any income or allowable deductions. Have the tax return preparer request information from the IRS to prepare the returns.

Property Taxes: Will the Property Taxes Increase?

Property taxes are always a concern, especially if any of the real estate will be kept for a home for one of the beneficiaries. Apply for any property tax exclusions that may apply to keep the current property tax base, otherwise, the property will be reassessed for property tax purposes, oftentimes resulting in an increase in the property taxes.

Business Ownership and Trust Creation

Following the death of a Trustmaker, an estate and trust attorney must be consulted by the successor trustee to carry out any pre-existing exit plan. If no such arrangements have been made, however, it is essential for legal guidance in navigating either carrying on with operations at hand or transferring ownership through the sale or closure of the business.

Anticipating Beneficiary Conflict

Although a revocable living trust can provide sound financial planning, deep-seated family discord between beneficiaries could still lead to disputes over its administration. If such disagreements arise, the successor trustee may need legal help from an estates and trusts attorney while individual trustees should consider seeking representation of their own interests to protect them during settlement proceedings.

Trust as a Beneficiary of Retirement Account

When establishing trusts for a surviving spouse or other beneficiary, it is essential to enlist the help of an estates and trust attorney. These professionals can ensure that retirement account assets are seamlessly transferred into applicable trusts while avoiding costly tax consequences down the line.

Individual Beneficiaries of Retirement Accounts

Planning ahead with the assistance of an estate and trust attorney can make a crucial difference in protecting your loved one's retirement assets. If proper steps are not taken, even if the trust is named primary beneficiary, there may be adverse income tax and distribution consequences after death. Don't take unnecessary chances; ensure that all efforts have been made to secure these assets for future generations without having to go through probate court.

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The BIG Question If You're A Successor Trustee... Do You Need Help? - Price Law Firm, APC

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Settling the trust estate of a loved one through a revocable living trust can be an intimidating process. This is why it's important to consider if your

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[Reel Post - APRIL] Meet Rosa Marquez: Committed to Justice, Driven by Compassion | Scheduled 4/10/2025

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[Reel Post - APRIL] Meet Rosa Marquez: Committed to Justice, Driven by Compassion | Scheduled 4/10/2025

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Meet Rosa Marquez: Attorney at Price Law Firm APC.

⚖️We are proud to have Rosa as part of our team. In 2018, she was awarded Volunteer Attorney of the Year by IELLA for her impactful pro bono work. 🙌 In 2019, the California Lawyers Association recognized her with the Wiley W. Manuel Certificate for providing legal services to those in need. 💼✨

Rosa holds a Juris Doctor from California Southern Law School and is a proud member of the California State Bar and Riverside County Bar Association. 🎓

Outside the courtroom, Rosa loves animals and dreams of opening a no-kill animal rescue. 🐾

🔗 Want to learn more about Rosa’s journey? Visit our website:

https://pricelawfirm.com/about-us

#meetourteam #attorney #legaladvocate #californialaw #legalprofession #estateplanninglawyer #californialawyer

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03.24.25  - Price Law Firm - Meet Your Committed to Justice, Driven by Compassion

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[NL Blog Post - APRIL] What Is Trust Administration and How Does It Work in California? | Scheduled 4/7/2025

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[NL Blog Post - APRIL] What Is Trust Administration and How Does It Work in California? | Scheduled 4/7/2025

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Losing a loved one is difficult. Handling their trust shouldn’t add more stress. If you’ve been named as a trustee, understanding what comes next is important. 📜

At Price Law Firm PC, we help families handle trust administration with confidence. 🔑

👉 Read our blog to learn key steps in trust administration and how we can help you through this process. 📖

🌐 https://pricelawfirm.com/what-is-trust-administration

#trusts #trustee #estateplanning #legalhelp #trustmanagement #blog

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What Is Trust Administration and How Does It Work - Price Law Firm, APC

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Learn how Trust Administration works in California, from a trustee's duties to legal requirements. Ensure a smooth process for managing a trust.

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[Post - APRIL]  Irrevocable Trusts: Your Shield Against Lawsuits & Creditors | Scheduled 4/3/2025

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[Post - APRIL]  Irrevocable Trusts: Your Shield Against Lawsuits & Creditors | Scheduled 4/3/2025

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An irrevocable trust is a shield for your hard-earned assets. Once assets are in the trust, you give up control, but you gain security and protection. 🙌

Key Benefits:
💰 Reduce taxes
🛡️ Protect from creditors
💊 Qualify for government benefits like Medi-Cal

No more worries about probate. Schedule a consultation today.

📞(909) 328-7000

🌐 https://pricelawfirm.com/irrevocable-trust-attorney

#trustplanning #californialawfirm #medicare #trustlawyer #irrevocabletrust

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03.24.25  - Price Law Firm -  Irrevocable Trusts Your Shield Against Lawsuits & Creditors

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[Post - MARCH] What Happens to Your Loved One's Assets After They Pass?  | Scheduled 3/31/2025

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[Post - MARCH] What Happens to Your Loved One's Assets After They Pass?  | Scheduled 3/31/2025

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Estate administration starts with identifying and appraising all assets: property, money, and valuables. 📦💰

A court-appointed referee may help with the appraisal. This guarantees everything is documented for fair distribution, whether there’s a will or not.

Need help navigating the process? We’re here for you. Contact us today for legal guidance.

📞(909) 328-7000

🌐 https://pricelawfirm.com/estate-administration-lawyer

#californiaestate #assets #estateplanning #probate #financialplanning #estateadministration #redlandslawfirm

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02.25.25 - Price Law Firm - What Happens to  Your Loved One's Assets After They Pass

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[Post - MARCH] Law Tip: Protect Your Wealth with Asset Protection Plans | Scheduled 3/27/2025

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[Post - MARCH] Law Tip: Protect Your Wealth with Asset Protection Plans | Scheduled 3/27/2025

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Protect What You’ve Worked Hard For. 🛡️

Your wealth didn’t come easy, so keeping it safe should be a top priority.

An asset protection plan helps shield your money from lawsuits, creditors, and unexpected financial setbacks. ✅ With the right strategy, you’ll have peace of mind and long-term security. 💡

📩 Let’s create a plan that works for you. Contact us today to get started.

📞(909) 328-7000

🌐 https://pricelawfirm.com/estate-planning/asset-protection-tips

#assetprotection #wealthmanagement #financialsecurity #estateplanning #wealthprotection #legaltip

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02.25.25 - Price Law Firm - Law Tip Protect Your Wealth with Asset Protection Plans

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[Blog Post - MARCH] Named As A Successor Trustee? Now What? | Scheduled 3/25/2025

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[Blog Post - MARCH] Named As A Successor Trustee? Now What? | Scheduled 3/25/2025

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Named as a Trustee? Here’s What You Need to Know! 📜

If you’ve been named a Successor or Alternate Successor Trustee in a loved one’s revocable living trust, you’re responsible for making sure their wishes are carried out. ❤️⚖️

Not sure what that means for you? No worries! We’ve got a simple guide to help you understand your role and answer common questions. 📚🤝

📢 Quick Note: If you’re an Alternate Trustee, you’ll step in only if the primary trustee can’t. 💼

Check out our latest blog to learn more.

🌐 https://pricelawfirm.com/named-as-a-successor-trustee-now-what

#trustee #livingtrust #estateplanning #alternatesuccessor #redlandslawyer #trustadministrator #revocabletrust

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Named As A Successor Trustee? Now What? - Price Law Firm, APC

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You’ve been named as a Successor or Alternate Successor Trustee of your friend’s/loved one’s revocable living trust. As their chosen trustee, you now have the

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[Post - MARCH] Real Reviews from Satisfied Clients | Scheduled 3/20/2025

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[Post - MARCH] Real Reviews from Satisfied Clients | Scheduled 3/20/2025

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At Price Law Firm APC, we take pride in earning your trust and delivering impeccable results. 💯

Whether you need an executor or a trusted partner, we handle every detail with care.

Reach out to us to schedule your consultation:

📞(909) 328-7000

🌐https://pricelawfirm.com

#clientappreciation #teamwork #lawfirm #legalsupport #happyclient #estateplanning #californialaw #redlandsCA

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02.25.25 - Price Law Firm - Real Reviews from Satisfied Clients

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[Carousel - MARCH] The 4 Key Hurdles in Estate Administration in California You Need to Know | Scheduled 3/18/2025

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[Carousel - MARCH] The 4 Key Hurdles in Estate Administration in California You Need to Know | Scheduled 3/18/2025

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Dealing with estate administration in California? 🏠

⚖️ Here are some common challenges you might face:

⏳ Lengthy court timelines
💳 Creditor claims and debt resolution
📝 Tax filings
⚔️ Disputes among heirs

👉Swipe to learn more

📞(909) 328-7000

🌐 https://pricelawfirm.com/estate-administration-lawyer

#californiaestate #probatelawyer #executor #californiaprobate #familyestate #probate

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02.25.25 - Price Law Firm - The 4 Key Hurdles (1)

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[Reel Post - MARCH] Your Estate Deserves the Best Protection | Scheduled 3/13/2025

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[Reel Post - MARCH] Your Estate Deserves the Best Protection | Scheduled 3/13/2025

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Secure Your Legacy with Ease 👨‍👩‍👧‍👦

Estate planning can feel overwhelming, but Price Law Firm APC knows the right approach makes all the difference. ⚖️

We take the time to understand your unique situation, making sure no detail is overlooked. Even the smallest things can impact how your wealth is protected for future generations. 🔒

Let’s make your estate safe, accessible, and secure from any challenges. 🏡✅

Contact us today for a personalized consultation.

📞(909) 328-7000

🌐 https://pricelawfirm.com/about-us

#estateplanning #legacyprotection #familysecurity #protectyourassets #legalhelp #californialawfirm

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02.25.25 - Price Law Firm - Your Estate Deserves the Best Protection (1)

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[Blog Post - MARCH] Why DIY Estate Planning Could Cost You And Your Heirs Thousands… | Scheduled 3/12/2025

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[Blog Post - MARCH] Why DIY Estate Planning Could Cost You And Your Heirs Thousands… | Scheduled 3/12/2025

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DIY Estate Planning? Think Twice. 🚨

Estate planning isn’t just paperwork, it’s about protecting your loved ones and making sure your wishes are honored. 👪

Trying to DIY might seem like a money saver, but hidden mistakes and loopholes could cost you and your family way more later. 💸⚖️

📑 Read our latest blog to uncover the risks and real costs of DIY estate planning! 🔗👇

🌐 https://pricelawfirm.com/why-diy-estate-planning-could-cost-you

#estateplanning #diy #taxes #estateplanningtips #legaltips #protectyourlegacy

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Why DIY Estate Planning Could Cost You And Your Heirs Thousands… - Price Law Firm, APC

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Estate planning is a crucial process that involves arranging for the disposal of one’s estate during their lifetime and after death. A well-drafted estate

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[Post - MARCH] Team Bonding Event | Scheduled 3/10/2025

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[Post - MARCH] Team Bonding Event | Scheduled 3/10/2025

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🔐 Our team had an amazing time at the inheritance escape room for some team bonding.🧩🕵️‍♂️

We worked together to solve clues and escape just like we do when it comes to helping you plan for the future. 💼🔑

Such a fun way to build teamwork while putting our problem-solving skills to the test.💡

🌐https://pricelawfirm.com

#teambonding #workhardplayhard #teamwork #inheritanceplanning #futureproof #problemsolvers #funatwork

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02.17.25 - Price Law Firm - Team Bonding Event

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[Post - MARCH] International Women's Day | Scheduled 3/8/2025

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[Post - MARCH] International Women's Day | Scheduled 3/8/2025

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Celebrating the strength, resilience, and accomplishments of women everywhere. ♀️

Today, we honor the women who inspire change, break barriers, and create a better tomorrow.

🌐https://pricelawfirm.com

#internationalwomensday #womeninlaw #empowerment #equality #womensrights #march8

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02.25.25 - Price Law Firm - International Women's Day

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[Reel Post - FEBRUARY] 20+ Years Of Experience: Our Probate Services | Scheduled 3/6/2025

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[Reel Post - FEBRUARY] 20+ Years Of Experience: Our Probate Services | Scheduled 3/6/2025

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Losing a loved one is never easy, and navigating probate can feel overwhelming. 💔

At Price Law Firm, APC, we’re here to make the process smoother. From filing paperwork 📑 to handling assets 💼 and debts, we take care of the legal details—so you can focus on what matters most.

With over 20 years of experience in California probate law, we help families honor their loved one’s wishes and move forward with confidence. 💙 Let’s handle this together.

📞(909) 328-7000

🌐https://pricelawfirm.com

#probatehelp #californiaprobatelaw #estateadmin #legalguidance #californialawfirm

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02.06.25 - Price Law Firm - 20+ Years Of Experience

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[Post - MARCH] First American Trust, FSB | Scheduled 3/4/2025

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[Post - MARCH] First American Trust, FSB | Scheduled 3/4/2025

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🎤 Attorney Sam Price recently had the privilege of speaking at First American Trust, FSB, about the importance of impactful Estate Planning. 💼✨

He emphasized how one of the most common concerns for clients is making sure their family's future is secure. 👨‍👩‍👧‍👦 Everyone's family dynamic is unique, and Sam explores how these differences play a key role in shaping an estate plan that's just right for you. 🏡📑

It's not just about assets, it's about protecting the people who matter most. 🛡️

🌐https://pricelawfirm.com

#estateplanning #financialsecurity #impactfulplanning #trust #familydynamics #wealthmanagement #lawyertalk

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02.17.25 - Price Law Frim -  First American Trust, FSB

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[Carousel Post - FEBRUARY] Top Errors Executors Make During Probate | Scheduled 3/3/2025

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[Carousel Post - FEBRUARY] Top Errors Executors Make During Probate | Scheduled 3/3/2025

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Avoid These Common Probate Mistakes ⚖️

Handling an estate comes with responsibilities, and small missteps can cause delays. Here are key mistakes to watch for:

❌ Not notifying beneficiaries

❌ Delaying the probate process

❌ Mismanaging estate assets

❌ Overlooking debts & taxes

❌ Navigating probate without legal guidance

The right executor—and an experienced probate attorney—can help ensure everything is handled smoothly and fairly. Let’s make the process easier. Contact us today for guidance. 📞💼

📞(909) 328-7000

🌐https://pricelawfirm.com

#executor #probateprocess #estateplanning #probateerrors #legalguidance #estateadministration

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02.07.25 - Price Law Firm - Testate and Intestate Probate What’s The Difference

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[Post - FEBRUARY] Testate and Intestate Probate: What’s The Difference? | Scheduled 2/27/2025

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[Post - FEBRUARY] Testate and Intestate Probate: What’s The Difference? | Scheduled 2/27/2025

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Testate vs. Intestate: What’s the Difference? ⚖️

When a loved one passes, how their estate is handled depends on whether they had a will:

✅ Testate Probate – There’s a valid will, so assets are distributed according to their wishes.

❌ Intestate Probate – No will? The court decides how to divide the estate based on state laws.

Understanding probate can be complicated, but you don’t have to navigate it alone. Contact us for expert guidance. 📞💼

📞(909) 328-7000

🌐https://pricelawfirm.com

#probate #testate #intestate #estateplanning #legalhelp #willandtestament #probatecourt #estateadministration

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02.07.25 - Price Law Firm - Testate and Intestate Probate What’s The Difference

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[Post - FEBRUARY] What Is An Executor, And What Do They Do? | Scheduled 2/25/2025

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[Post - FEBRUARY] What Is An Executor, And What Do They Do? | Scheduled 2/25/2025

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What Does an Executor Do? 🤔⚖️

An executor is the person responsible for carrying out your will after you’re gone. From settling debts to distributing assets 💰, they ensure everything is handled according to your wishes. It’s a big job—but choosing the right executor helps protect your legacy.

Planning your estate? We’re here to guide you. Contact us today. 📞💼

📞(909) 328-7000

🌐https://pricelawfirm.com

#executor #wills #estateplanning #estateplanninglawyer

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02.07.25 - Price Law Firm - What Is An Executor, And What Do They Do (1)

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[Testimonial Post - FEBRUARY] Client Testimonials You Can Trust | Scheduled 2/24/2025

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[Testimonial Post - FEBRUARY] Client Testimonials You Can Trust | Scheduled 2/24/2025

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Here to Guide You Every Step of the Way 💙

Navigating probate can be overwhelming, but you don’t have to do it alone. Our team is here to answer your questions, provide support, and help you through the process with confidence.

Thank you for trusting us. 💼 Need assistance? Contact us today.

📞(909) 328-7000

🌐https://pricelawfirm.com

#clientappreciation #teamwork #lawfirm #legalsupport #satisfiedclient #estateplanning

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02.07.25 - Price Law Firm - Client Testimonials You Can Trust

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[Reel Post - FEBRUARY] Meet Your Trusted Inheritance Lawyer: Sam Price | Scheduled 2/20/2025

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[Reel Post - FEBRUARY] Meet Your Trusted Inheritance Lawyer: Sam Price | Scheduled 2/20/2025

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Meet Sam Price: Protecting Your Legacy with Experience & Care ⚖️

With years of experience and a passion for making estate planning simple, Sam Price is dedicated to helping families secure their future. 📚

As a Certified Specialist in Estate Planning & Probate Law, Sam leads Price Law Firm, APC, guiding clients through wills, trusts, and probate with confidence. 🏠💼

Need estate planning guidance? Contact us today.

📞(909) 328-7000

🌐https://pricelawfirm.com

#estateplanning #trustadministration #familylaw #californialawyer #probatelawyer

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02.07.25 - Price Law Firm - Meet Your Trusted Inheritance Lawyer

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[Post - FEBRUARY] FAQ: What Assets Go Through Probate?  | Scheduled 2/18/2025

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[Post - FEBRUARY] FAQ: What Assets Go Through Probate?  | Scheduled 2/18/2025

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🚨 What happens to your assets when you pass away?

Some may need to go through probate, which can delay access for your loved ones. Common assets that go through probate include:

🏡 Real estate

💵 Bank accounts

📈 Stocks & bonds

💍 Personal belongings

Planning ahead can help make the process easier for your family. Contact Price Law Firm, APC to learn more about protecting your assets and ensuring a smooth transition for your heirs.

📞(909) 328-7000

https://pricelawfirm.com/contact-us

#probatecourt #estateplanning #estateplan #assets #inheritanceplanning

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[Post - FEBRUARY] What Is Probate? How Can We Help? | Scheduled 2/17/2025

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[Post - FEBRUARY] What Is Probate? How Can We Help? | Scheduled 2/17/2025

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Losing a loved one is hard—handling probate doesn’t have to be.

Probate is the legal process of settling an estate, validating the will, paying debts, and distributing assets. It can feel overwhelming, but you don’t have to navigate it alone.

At Price Law Firm, APC, we take care of the details—filing documents, managing assets, and ensuring everything is handled according to your loved one’s wishes. 💙⚖️

Let us guide you through probate with care and experience. Reach out today to get the support you need. 💼

📞(909) 328-7000

https://pricelawfirm.com/probate

#probatecourt #estateplanning #estateplan #assets #probate #estateadministration #californiaprobatelaw

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02.03.25 - Price Law Firm - What Is Probate How Can We Help