Finding the Assets in Estate Planning
Locating Assets in Los Angeles
When a person passes away, especially when they do not have a will, locating their assets can be challenging. Any documents related to the estate will need to be thoroughly reviewed when seeking the deceased's assets, such as:
- Bank statements
- Safety deposit boxes
- Insurance policies
- Mortgage agreements
- Statements from brokerage houses
- Tax returns
A current employer should be contacted to secure any monies that may be due, and to gather information on the deceased's employment benefits. Family and friends should also be questioned regarding their knowledge of the person's property. A Los Angeles estate litigation lawyer from McBride Law Group, P.C. can give you valuable advice regarding asset location, as well as how to ensure property is easily located when a person passes.
Los Angeles Estate Litigation Attorney
Estate planning will enable the smooth transfer of assets when the time comes. Having a plan is essential when there are a large number of assets to distribute, both to streamline the distribution process and make sure your beneficiaries receive the gifts you intend. Estate legal documents such as a will can also reduce the potential for disagreements and estate litigation. The firm knows that a person spends a lifetime building and maintaining their estate, and will help you create a plan that protects your legacy. Their goal is to reduce the risk of conflicts and lawsuits through effective planning, while at the same time being ready to fight to protect your final desires. Attorneys Julia McBride and Cecil McNab are both seasoned legal professionals that draw on their extensive experience when assisting clients with their estates. Ms. McBride is a Certified Legal Specialist in Estate Planning, Probate, and Trust Law and Mr. McNab is a proven family, estate and business litigation specialist.
Contact a Los Angeles estate litigation lawyer
for legal advice and assistance with asset location.