Heggstad Petition | What Is It and How It Helps You Avoid Probate
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 Published On Apr 17, 2024

Probate can be a lengthy and costly process, but what if there was a way to avoid it in California? The Heggstad Petition is a powerful legal tool that allows you to transfer real estate, bank accounts, and other assets directly into a living trust without going through probate court.

In this video, we'll dive deep into Heggstad Petitions and how they can help you bypass probate in California. You'll learn what a Heggstad Petition is, how it works, and the step-by-step process of obtaining one.

We'll cover the key benefits of using a Heggstad Petition, such as saving time, money, and the hassle of dealing with the probate court system. You'll discover how this legal process can ensure a smooth transition of your property into a revocable living trust, protecting your assets and streamlining the inheritance process for your beneficiaries.

Whether you're a homeowner, executor, trustee, or administrator, this video will provide you with the essential knowledge and strategies to navigate the world of probate in California.

00:00 Intro
00:59 What is a Heggstad Petition
02:39 Prerequisites
04:09 Hire a Professional
04:33 Story time with Mariam
05:56 Interview an Attorney
06:19 Key Points to Remember
07:02 Outro

Here at Horizon Real Estate we care about helping you, as the estate executor, administrator or trustee. We want you to feel comfortable throughout the probate process, and to help you get the most money quickly from your estate house or trust property.

Kim Ward DRE#01218310
Ashlie Rivera DRE#02042935
[email protected]
619.741.0111
___________________________________________________________________________________

Have a probate house or house in a trust and need guidance on how to prepare and sell? Think of this channel as your real estate resource.

If you’re an executor or administrator and want a free copy of my book "What To Do When You’re Responsible For Real Estate A Loved One Leaves Behind" Or, if you’re a trustee and want a free copy of "Exactly What To Expect As Trustee For Real Estate A Loved One Leaves Behind" simply call my office at 619-741-0111.@@

I’m a full time REALTOR in San Diego, California with Horizon Real Estate. I’m an expert at helping executors, administrators and trustees with probate houses and houses in a trust. A wife, mom to three grown sons and a daughter, plus She-she (that’s my grandma name) to the two cutest, smartest and busiest kids.

AGENTS – Interested in becoming a Certified Probate Real Estate Advisor?
Visit https://ProbateBiz.com

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I am NOT a lawyer or tax professional. The presentations reflect my own understanding of the underlying subjects. However, the presentation is based on my professional experience in the field of real estate. The information contained herein should NOT be used as a substitute for the advice of an appropriately qualified and licensed attorney, tax professional or contracted real estate agent/broker. The information provided here is for informational purposes only. You should consult with a professional to seek legal advice regarding your exact circumstances.

If you want to talk with me about San Diego real estate, fell comfortable calling me at 619-741-0111 @@or email me at [email protected]

California DRE license #01218310

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