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The Top 2 Ways the Court Gets Involved in Your Estate, and How to Avoid Them

No one wants unnecessary court involvement in their life. But without careful and proactive estate planning, chances are that some aspect of your estate will end up being decided there.

Here are two of the most common ways court proceedings can make their way into the management and distribution of your assets, along with the estate planning measures you can take to avoid them.

1. Guardianship and conservatorship

If you experience an inability to make decisions on your own behalf, also known as legal incapacity, and you don’t have provisions for what to do in this situation clearly outlined in your estate plan, it falls upon the guardianship or conservatorship court to decide who will become responsible for handling your finances, lifestyle, and medical care. You can become legally incapacitated because of an accident, injury, or degenerative illness. In the case of guardianship and conservatorship (sometimes called “living probate”), your estate’s details, as well as discussion about your medical conditions, may be made public and be the topic of court proceedings.

How to avoid it: To make sure the government doesn’t get involved in your wealth management and health care during your lifetime, you need to determine who will be your power of attorney. You can appoint durable and medical powers of attorney for various categories of management in your life and estate. A solid long-term care plan, living will, and fully-funded revocable trust are also crucial components in avoiding living probate proceedings. 

2. The probate process

Probate is the name for the court proceeding that takes place after your death to prove that your will is valid and that its terms are carried out accurately and legally. Probate brings your financial and personal affairs out into the open via public forum, and your estate can dwindle due to legal fees incurred during this time. It can also take an excessive amount of time due to the slow nature of court proceedings, dragging out a potentially stressful episode for your family.

How to avoid it: Having a will does not avoid probate, since all wills must go through probate to be validated. Although you’ll often hear about joint tenancy, beneficiary designations, and other probate avoidance options as alternatives to wills, only a fully funded revocable trust can consolidate the management and preservation of all types of assets. So, the best way to avoid probate is to work with your estate planning attorney to establish and fully fund a revocable living trust and name your beneficiaries and trustees ahead of time.

We’re here to help

Estate planning can be a daunting thing to consider when you’re busy. And we know you are. That’s why we work diligently to present you with the best estate planning tools and strategies in a straightforward manner, letting you get back to focusing on what’s most important to you today. Give us a call to discuss what strategies will work best to keep your assets in your family and the court out of your affairs.


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I contacted Lancier Legal to help me deal with a probate issue. They were incredibly helpful and easy to work with during a especially difficult time for us. I would highly recommend their services to anyone in need of help with a will or trust.

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I used this firm to do my family estate planning. They were knowledgable and helped create a strategic plan that made sense. The lawyers are timely, organized, and effective in the whole process. The cost was also very reasonable! I would recommend to friends and family members for sure!

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I contacted the estate planning attorneys at Lancier Legal because I wanted to limit my tax liability on the upcoming sale of an asset that had rapidly appreciated in value. They were very knowledgeable on the issue and great to work with. …

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About Eddie Johnson

Eddie Johnson has practiced in the San Diego, California since he became a licensed attorney. He focuses his practice on estate planning, and tax law as it relates to estate planning. He is a member of the California Bar Association, and a member of the Estate Planning Trust and Probate section of the San Diego County Bar Association.