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At the Lepe Law Firm, we understand how important it is to leave your affairs in order. Given that our founding attorney is a Certified Legal Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California, we can prepare a comprehensive estate plan that properly reflects your wishes, while protecting your loved ones and avoiding probate.
We also recognize that circumstances may change throughout your lifetime, therefore, we can also prepare amendments to your current estate plan. However, as much as we would like to assist every family that needs our help with trust amendments, at this time, we only amend estate planning documents that were prepared by our office. If you have a current estate plan, and would like to work with our office, you will need to proceed with the steps to have new trust prepared.
When a person who had an estate plan passes away, their trust needs to be administered. At the Lepe Law Firm, we can assist you, the successor Trustee, to administer the Trust. As a Certified Legal Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California, we will guide you every step of the way to ensure that the Trust is administered in a timely fashion and that you, as the successor Trustee, comply with your fiduciary duty. The Lepe Law Firm administers all Trusts, including Trusts prepared by other law firms.
Probate Administration is required when a decedent passes away with or without a Last Will & Testament. The Lepe Law Firm can assist you to navigate the lengthy and complicated probate process. Although we would like to be able to assist everyone, we only accept probate administration matters where the estate assets appraise no less than $800,000.
The Lepe Law Firm also handles summary probate procedures, such as Spousal Property Petitions and Petitions to Determine Succession to Real Property, which do not have a minimum value requirement.
Please note that if the decedent passed away after April 1, 2025, and their primary asset is a residence valued at $750,000 or less, we may be able to proceed with a Summary Probate Proceeding.
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The Lepe Law Firm understands that issues may arise during the administration of a trust or an estate proceeding. Whether you are a beneficiary that has concerns regarding your interests, or you are a Trustee facing possible liability, we can adequately represent you in your beneficiary or fiduciary capacity.
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Our founding attorney has the requisite experience to represent you in disputes concerning ownership of real property. The Lepe Law Firm handles partition actions, quiet title actions, breach of contract, fraud, quiet title, and broker/agent liability matters. Attorney Georgina Lepe is also a licensed CA Real Estate Broker.
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