Best Coast Law Group represents Trustees of California trusts, no matter where the Trustee is located. Over the years we have represented both out-of-state and international clients administering California trusts. All of these matters can be handled virtually by our Best Coast Law Group team.
What services are included in Trust Administration representation?
At Best Coast Law Group we handle all of your communications with the trust Beneficiaries, banks, county recorders/assessors, creditors and Probate Court, if necessary. This includes transferring bank accounts and real estate, arranging for inventory and appraisal of assets and eventually making distributions pursuant to the terms of the trust.
How is Trust Administration billed?
Trust administration services vary from client to client and are charged on an hourly fee basis. We work closely with our Trustee clients to make sure the Trustee is in compliance with the terms of the trust, California law, the county tax assessor and the IRS.
What is a California Heggstad Petition (PC 850 Petition)?
If you are a Trustee and have one or more assets that are not properly titled in the trust at the death of the Trustor, we may be able to help you avoid a formal probate by filing a petition to confirm the assets to the trust. This type of petition is called a Heggstad petition. Our office has successfully petitioned the court for millions of dollars of assets via Heggstad petitions.
19:32 10 Aug 22
Very helpful and informative
17:22 21 Feb 23
I highly recommend Britton Law Group. I called for a consultation and spoke to Lisa. She's got a heart of gold. She was so honest that after explanation my...
03:38 20 Feb 21
5 stars is not enough praise! We are totally satisfied with every aspect of the estate plan Brittany (Brittion Law Group) prepared for us (A family Trust; Certificate of Trust; “Pour over” Wills; Durable Power of Attorney; Advance Health Care Directive, Deeding our house to the trust; etc). We are especially pleased that everything was tailor-made to our specific circumstances. The legal advice/service provided was expert and the documents are flawless. She and her team are quite pleasant to work with, efficient, patient, ethical, and detail oriented experts. We did everything by email, internet, Zoom, telephone and mail – we never left home! (Totally Covid safe). Traveling notary came to our home for signatures during a Zoom session with Brittany. All fees are reasonable, fair, fully worth it for the high-quality service and product you get and fees are fully transparent. Other law firms I considered did not disclose fees in advance. I understand why she has so many five star reviews and no complaints.Important regarding Estate Planning, Trusts and Wills – in my view, never DIY (“Do It Yourself)! Before selecting Britton Law Group, I was in a DIY mode. As a retired aerospace engineer I thought it would be easy to DIY. I read about four detailed books on Estate Planning, Trusts and Wills. I read a lot on the internet via Google. I even downloaded some DIY forms thinking I could just fill in the blanks. Wrong! And some internet sites offer to download/sell and even help you fill in the “one-size-fits-all” boilerplate blank forms – A bad idea in my view. Any estate plan must be tailor made to your specific situation. There are just too many things to consider for you to do this without an attorney specializing in estate planning paying specific attention to all the details. So I began a methodical review of law firms with websites specializing in estate planning and trusts, and created a pro/con evaluation. That’s how I arrived Britton Law Group. Happy I did. Thanks Brittany and team.
10:26 10 Dec 22
Do your loved ones a favor and work with Brittany Britton to get your affairs in order before it's too late. She is super personable and makes everything so...
03:57 03 Mar 20
Brittany and her staff were absolutely fantastic, efficient, friendly and fair. I’m one of those people who is somewhat afraid of lawyers but Brittany broke the mold and shattered all preconceived opinions I had of attorneys! I will definitely use her again in the future when I need her services.
15:41 23 Sep 22
A year ago, my husband suddenly passed away. I needed a local law group to help me since he left no will or living trust. Brittany and Lisa were very...
21:48 04 Dec 17
This process was one word "easy". Brittany is so great at what she does! We needed a will and felt a little overwhelmed, but she explained the process thoroughly in layman terms. You can tell she truly loves her job and cares about her clients. I know we will use her again for future will, trust and estate planning. She is a gift!
13:28 23 Jun 22
Brittany Britton (cool name) and her assistants not only are very knowledgeable and professional, but they also are very kind, understanding and gentle....
17:06 23 May 16
I recently hired Brittany to help us put together an Estate Plan for myself, my wife and our infant child. She was recommended to us by a friend. We knew nothing about this sort of thing, but Brittany was amazing with her explanations and with walking us through the process. She was very informative and you can tell that she loves what she does. Also, she will come to you, which was hugely important for us because or our infant child and our inability to mobilize. If you are looking for an estate planner, look no further, Brittany is the one.
04:28 12 May 16
Professional and very thorough. I had the pleasure of meeting Brittany and watched her go through the estate planning process with her clients. She is detail oriented and yet explained everything in user friendly terms. If you are in need of estate planning for your or you loved ones, look no further. Give Brittany a call. You will not be disappointed.
00:54 12 Jan 16
As a working mother of a newborn, I truly appreciated Brittany being able to come to me and work with my schedule on more than one occasion. She was thorough in her plans and helped my husband and I to decide on things we hadn't even thought about (health directives, power of attorney, etc.).She was professional, flexible with her schedule and incredibly knowledgeable. I would definitely recommend her to any of my friends or family considering setting up a will or trust.
21:31 01 Mar 22
Super firm -- Not only efficient, both Miss Britton, and her legal assistant, Katherine (who is terrific) -- are also cordial and supportive... Not the type of office culture you see all the time!
14:49 20 Jan 21
I had a large estate that needed to go through probate in California and I live in Indiana. After reviewing several websites, I chose Britton Law Group mostly because of the transparency of fees. I got a lot more than that! Brittany and her team were quick to respond to every question I had, and always explained every step we had to take thoroughly. She recommended a realtor who was a pleasure to work with and even sold the car from the estate for me. This difficult process could not have gone smoother. I highly recommend Britton Law Group!
02:29 18 Jan 19
I was in need of a probate lawyer so I called a few and after speaking to Brittany I decided to go with her. She came to my house which was really convenient, she gathered the necessary paperwork and the probate process began. She was very informative every step of the way, she kept me informed of the court dates and where we were in the probate process. She answered all my questions and concerns promptly and in detail. She made the whole probate process very easy and completed it very quickly, I highly recommend her as a probate lawyer.-Rogelio
21:04 14 Dec 16
We are so grateful to have found Brittany Britton when we did. My husband and I needed to set up our estate plan with the arrival of a newborn. She made it so easy and we are now able to rest assured that all of our wishes will be followed no matter what the future brings for our family. Brittany came to our home and answered all of our questions and concerns. We HIGHLY recommend her. In fact, we suggested her to our neighbors and our CPA. Both hired her to set up their estate plans and were just as impressed by her as we were!
Frequently Asked Questions
Our team specializes in simplifying the estate-planning process so you and your loved ones can feel certain about every decision. Start with this overview, and then book a consultation when you’re ready to talk more.
What is an estate plan?
A comprehensive estate plan is a set of documents that allows you to plan for incapacity, determine who inherits your assets and according to what terms, and select an individual to serve as guardian of your minor children. You can learn more here.
What is the difference between a will and a trust?
Under CA law, if you only have a will your property will be subject to probate court at your death. If you have a trust you can avoid probate court and your estate can be administered privately by your loved ones.
Why do you recommend avoiding probate?
A California probate is very time-consuming and expensive. The personal representative and his or her attorney are both paid a percentage of the appraised value of the estate. There are also filings fees, publishing fees and appraiser fees associated with a probate that you typically avoid when you have a trust. You can learn more here.
How much does an estate plan cost?
We offer flat fees for clients beginning the process of estate planning. If you have an existing estate plan, we will review and modify that plan at our hourly rate. You can learn more about our packages and pricing here.