The Costly Mistake of Leaving Property Out of a Trust: How the Heggstad Petition Can Help
Juan Antonio Bueno Juan Antonio Bueno

The Costly Mistake of Leaving Property Out of a Trust: How the Heggstad Petition Can Help

A simple paperwork mistake—forgetting to record a trust transfer deed—can create major headaches for families after a loved one passes. Without it, a home may not be included in the trust, forcing heirs into a long and expensive probate process. Fortunately, a Heggstad Petition can help fix this issue by allowing the court to recognize the property as part of the trust, even if the deed was never recorded. Learn how to avoid this common estate planning mistake and ensure your family’s inheritance is protected.

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California’s Transfer on Death Deed: Simplifying Property Transfer
Juan Antonio Bueno Juan Antonio Bueno

California’s Transfer on Death Deed: Simplifying Property Transfer

In California, homeowners can use the Transfer on Death (TOD) deed to transfer property to heirs without probate. This simple and flexible alternative avoids the complications of joint tenancy, such as higher taxes and refinancing issues. The TOD deed allows property transfer upon the owner's death while maintaining full control during their lifetime.

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