How To Fill Out California's Small Estate Affidavit To Avoid Probate

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  • เผยแพร่เมื่อ 4 ต.ค. 2024

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  • @treeoflifelawfirm
    @treeoflifelawfirm  ปีที่แล้ว +8

    Hi friends, was this video helpful? Please leave a comment below so we can make more practical videos about California Small Estate Affidavit!

    • @KennethGuilory-w8q
      @KennethGuilory-w8q 2 หลายเดือนก่อน

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  • @conchingsims8774
    @conchingsims8774 ปีที่แล้ว +5

    Thank you Atty. Yan for sharing your knowledge to us about ways we can do on living trust.But especially your personal testimony of how you met JESUS and
    HIS wonderful love for you. Praise GOD!

  • @shirleywilliams7318
    @shirleywilliams7318 6 หลายเดือนก่อน +2

    Thank you for this information. I am using it right now. But most of all just to hear you talk about Jesus at the end completed my day. I am born again and i love the Lord so much. I pray you many more blessing.

    • @treeoflifelawfirm
      @treeoflifelawfirm  6 หลายเดือนก่อน

      You are welcome. Glad it was helpful! God bless!

  • @godsloveforthegrievingwido7688
    @godsloveforthegrievingwido7688 11 หลายเดือนก่อน +2

    Thank you so much God continue to bless you

  • @benjaminjesudasson864
    @benjaminjesudasson864 14 วันที่ผ่านมา

    God bless you Edmund.

  • @tommaz6688
    @tommaz6688 8 หลายเดือนก่อน

    Great video. Thank you for the information from beginning to end.

    • @treeoflifelawfirm
      @treeoflifelawfirm  8 หลายเดือนก่อน

      You're welcome. Glad it was helpful!

  • @DougASAP
    @DougASAP ปีที่แล้ว

    Thank you for sharing your knowledge!

  • @sherriebeyer602
    @sherriebeyer602 ปีที่แล้ว

    You made an error on item 6. This not where the heir enters their name. This is where you enter specific information about the property to be transfered, for example, the name of a bank and the account number.

  • @Katherine-k6x
    @Katherine-k6x 29 วันที่ผ่านมา

    Thank you for this video. Does the small estate affidavit need to be filed with the court? The bank is requiring an affidavit with court seal, I am not sure what the means or where to get the seal. Thanks

    • @treeoflifelawfirm
      @treeoflifelawfirm  29 วันที่ผ่านมา

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @whatsup3581
    @whatsup3581 4 หลายเดือนก่อน

    How could I get my question answered from you? I have a question about this video and my situation

    • @treeoflifelawfirm
      @treeoflifelawfirm  4 หลายเดือนก่อน

      Comment you questions here so we can add them to our list of video topics and we will certainly consider it for a future video.

  • @lukeng24
    @lukeng24 11 หลายเดือนก่อน

    What form of deed do you use to transfer your house to an irrevocable trust? And does it trigger a new property assessment? Thanks Yan.

    • @treeoflifelawfirm
      @treeoflifelawfirm  11 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @MuckinFutch
    @MuckinFutch 10 หลายเดือนก่อน

    What if there is a Last Will and Testament and the estate is under $ 184,000?
    What if there is a Last Will with 2 Executors and not all the Executors agree to use the Small Estates Affidavit?
    Must the Small Estate's Affidavit comply with the directions of the Last Will?
    In other words, if there is a Last Will, can the person signing the Small Estates Affidavit give the money/assets out in violation of the terms of the Last Will?

    • @treeoflifelawfirm
      @treeoflifelawfirm  10 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @carlospresichi115
    @carlospresichi115 11 หลายเดือนก่อน

    Hello, I have a question. What if the deceased died in a foreign country? How would you fill out section 1 in that case?

    • @treeoflifelawfirm
      @treeoflifelawfirm  11 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @manoharmenghani6149
    @manoharmenghani6149 4 หลายเดือนก่อน

    If I owned 2 properties with my dad 1) Joint Tenants (me & my dad & 2nd Me & my wife Joint tenants 95% & my dad 5% tenants in common. Then does the property in Joint tenants value is to be added 50%? Because prop held In Joint Tenants is passed thru without Probate. Both are in Orange county Calif

    • @treeoflifelawfirm
      @treeoflifelawfirm  4 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @IceManHG117
    @IceManHG117 6 หลายเดือนก่อน

    My father was a California resident but he died overseas. On the form that you fill out the boxes state the person died in California. What can I do?

    • @treeoflifelawfirm
      @treeoflifelawfirm  6 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @whatsup3581
    @whatsup3581 4 หลายเดือนก่อน

    With small estate affidavit just to claim AFLAC claim, what amount does it have to be and not exceed to use this small estate affidavit?

    • @treeoflifelawfirm
      @treeoflifelawfirm  4 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

    • @treeoflifelawfirm
      @treeoflifelawfirm  4 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @quyenngo7699
    @quyenngo7699 ปีที่แล้ว

    Thanks for your video "How to Make Your Own Living Trust for FREE". Please add "How to make Your Own Irrevocable Living Trust for FREE" to your future video list.

    • @treeoflifelawfirm
      @treeoflifelawfirm  ปีที่แล้ว

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @pusan594
    @pusan594 8 หลายเดือนก่อน

    Hi, Edmund!
    Thank you very much for the informative video but I still have some questions as my case is rather extraordinary :(
    I wanted to return my father's savings from Wells Fargo bank in CA (and already have their Affidavit form and checked that the sum is "small"), but the problem is my father was not a US resident - he just had regular business trips to the US and therefore he opened an account. I already have his translated death certificate with me (as Wells Fargo requires it) but the subtle point is that I see I should write the state of his death as well as "state of deceased customer's residence at the date of death" however he lived and died out of the US. Can I put the name of the country there? And also I have no idea what county should I put in the document header..
    I'm the only person in our family who is in the US now, but I live in NC.

    • @treeoflifelawfirm
      @treeoflifelawfirm  8 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @itsjustland
    @itsjustland 11 หลายเดือนก่อน

    I buy and sell alot of low end land and I have filed one of these before successfully but I run into the situation 3-5 times a month and don't feel like dealing with it. (holding my client hand). Anyone provide a reasonable fee for service? TIA

    • @treeoflifelawfirm
      @treeoflifelawfirm  11 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @DericDinh
    @DericDinh 10 หลายเดือนก่อน

    what happens if they don't want to distribute the asset, do they have to go through probate?

    • @treeoflifelawfirm
      @treeoflifelawfirm  10 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @paulcali2809
    @paulcali2809 7 หลายเดือนก่อน

    How to add more than 2 successors on no.10 ?

    • @treeoflifelawfirm
      @treeoflifelawfirm  7 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

  • @whatsup3581
    @whatsup3581 4 หลายเดือนก่อน

    How would I do this just to claim aflac...

    • @treeoflifelawfirm
      @treeoflifelawfirm  4 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.

    • @treeoflifelawfirm
      @treeoflifelawfirm  4 หลายเดือนก่อน

      Thank you for reaching out and leaving a comment! We appreciate your interest in our channel. Your question has been added to our list of video topics and we will certainly consider it for a future video. While we can't promise that we'll get to every question, rest assured that we're doing our best to bring you the most relevant and helpful content. Keep an eye out for future videos and keep the questions coming!
      Please note that this is not legal or financial advice and we have no legal obligation to answer your questions. Our response is not, nor is it intended to be legal advice, to create an attorney-client relationship between you and Tree of Life Law Firm or any of its attorneys, or to be an offer to create such an attorney-client relationship. The information is provided for general information and educational purposes only and is not a substitute for professional advice. If you need personal legal or financial advice, please consult a legal or financial professional immediately. Do not take any action, postpone any action, or decline to take any proposed action based on this information without first engaging the representation of a licensed attorney at law in your State of residence. THE USE OR RELIANCE OF ANY INFORMATION CONTAINED IN THESE COMMENTS IS SOLELY AT YOUR OWN RISK. God bless.