There is a variety of petitions I may file in a California probate Court related to trusts. Here is a list of some of them:
Spousal Property Petition (discussed in more detail below)
Petition to Establish Creditors Claim Rrights
Petition to demand a copy of the trust
Petition to demand an accounting
Petition to confirm assets into trust
Petition for Breach of trust
Petition for heirship
Petition for appointment of trustee
Petition for removal of trustee
Petition to Determine Validity of Trust Amendment
Petition for instructions
A Spousal Petition is often the most economical way to transfer property to the surviving spouse. California Probate Code Section 13500 refers to property passing to the surviving spouse without administration. It specifically provides for distribution to the surviving spouse by will or by intestate succession “and no administration is necessary.” It is true that administration is not necessary if the property is personal or jointly titled. However, if the asset is only in the decedent’s name or is real property held in community property without also providing “with right of survivorship”, then a spousal property petition, pursuant to California Probate Code Section 13650, is likely going to be required to clear title to the assets.
Call a California probate attorney for help. Call Mitchell A. Port at 310.559.5259.