Call us at: (818) 782-9529 / (818) 782-9LAW

Monday, 24 September 2018
Home Practice Areas Wills, Trust and Probate
Wills, Trust and Probate PDF Print
We work exclusively in matters of estate planning, probate administration, and trust administration. We serve clients throughout San Francisco and the Peninsula who have questions and legal needs involving estate planning and the administration of trusts and wills.

Estate Planning

Zola Wegman & Associates APC, a California estate planning law firm, provides sound legal advice for all of your estate planning needs. Estate planning refers to the legal documents and process by which an individual can prepare his or her financial assets and obligations. Estate planning offers tools to legally record final wishes regarding the property, debt, and end of life health care wishes. I assist clients with estate preparations including:

  • Living Trust
  • Will
  • Advance Health Care Directive
  • Power of Attorney
  • Life Insurance
  • Estate Tax Planning
  • Asset Management


Probate Administration

If the decedant's estate requires probate, the affairs of the estate are overseen by a probate court and executed according to the California Probate Code. In these matters, Zola Wegman & Associates APC, represents personal representatives (Probate Administrators and Executors). This representation includes obtaining the appointment of the personal representative by the court and advising and representing the representative throughout the probate administration. The probate administration process includes inventorying the assets of the deceased, paying debts and taxes of the deceased and estate, and distributing the balance to the beneficiaries or heirs.


Trust Administration

When the decedant has created a living trust, I work with the trustee to administer the trust. In these matters, Zola Wegman & Associates APC. This includes advising and representing the trust throughout the trustee administration process. The trust administration process includes inventorying the assets of the deceased, paying debts and taxes of the deceased and estate, and distributing the balance to the beneficiaries.

Zola Wegman & Associates APC, an experienced probate and trust administration law firm, will work with you to gather assets, pay debts, and distribute the balance.
 

Disclaimer:

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

  
Beverly Hills:
Los Angeles:

468 N. Camden Dr. Penthouse
Beverly Hills, CA 90210

6235 Van Nuys Blvd.
Van Nuys, CA 91401