Do I Need An Attorney To Handle My Dad’s Estate?

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Estate And Trust 9 months 1 Answer 199 views 0

About Charles Woodson

Estate And Trust, Fiduciary Coach Charles Woodson has been preparing taxes for trusts/estates for many years. He identified a need for families who are at a loss of what to do when they lose a loved one. He recognized the families left behind need guidance on what to do and how to do things correctly. As a result his leading nationally recognized expertise as a Fiduciary Coach helps families by instructing them where to start and guiding the family members through the entire process. His services are valuable to the families left behind. Charles has been teaching tax professionals of all levels in a wide array of tax areas such as correct filing for estates and trusts income tax returns. He is also an editor for tax training materials for The Income Tax School and the author for tax workshops for California Society of Tax Consultants.

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  1. Charles Woodson

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    Maybe.  If there is a trust then the successor trustee automatically assumes the responsibility (but may seek advice from an attorney).  If there is no trust then the estate must be handled by a Probate Court. The California Probate Court is not very friendly to novice administrators (non-attorneys) and usually will require an attorney to represent the estate.

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