David Greiner, Esq. breaks down what a Heggstad Petition is and how it can help families avoid probate in California. Originating from the Estate of Heggstad (1993), this legal tool allows a successor trustee to bring assets into a trust when they were clearly intended to be included, but were never formally transferred. In this video, David explains how a Heggstad Petition can save time, reduce costs, and keep matters private by bypassing the probate process when a trust wasn’t fully funded.
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