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Probate is never easy for a family. It comes at a time of loss and grieving. Depending on the complexity of the estate, it can be extremely time-consuming, and it can be expensive. There’s generally also a sense of remorse. If parents or loved ones had only created a Living...

“Susan”, the mother of a high-functioning 17-year-old child on the autism spectrum, came in to begin the process of creating a Limited Conservatorship for her daughter, “Jane”, who was just months away from turning 18. Decision-making was stressful for Jane, often exacerbating her symptoms, so Susan made decisions as much...

A woman came into our Walnut Creek office seeking help with her parents’ estate. Like many of the clients who come through our doors, she needed information. She’d never dealt with an estate before and was still in shock over her mother’s sudden death. Her mother had been healthy and...

“Maureen” came in to our Walnut Creek office to inquire about our assisting her in becoming the Conservator for her mother. Her mother was 72, but her family had begun noticing her forgetfulness a decade earlier. They had laughed about it at first—her habit of frequently misplacing her keys, then...

A client came into our Oakland office in late January to ask if we did Probate, and we assured him that we do. His father had died of cancer in 2015 and his mother had died over the Christmas holidays--a long, sad holiday for the entire family. His mother was...

Case Study by Barbara Theobald, Walnut Creek Last year a couple in their 70s came in to the Walnut Creek office to see Barbara Theobald. The husband’s mother, who was in her nineties, had died and he was going through her papers. They had moved in with his mother nearly ten...

Case Study from Ian Duncan, Oakland About a year and half ago, a well-dressed woman came into the Oakland office and asked Ian, one of the owners, if he did Probate. “Yes, of course we do!” Ian loves doing Probates. This woman was very professional and pleasant. She was accompanied by a past client, and...

[caption id="attachment_17719" align="alignright" width="285"] Brook Thurston, Walnut Creek[/caption] Brook Thurston, in our Walnut Creek office, has been helping a client obtain a Conservatorship for her mother. When the mother had begun showing signs of dementia five years before, she had moved in with our client. In the early stages, the disease...

Case Study from Barbara Theobald, Walnut Creek Last year a single mother of twins, an 8-year old boy and a girl, came into our office for some assistance that turned into Probate and ultimately, home ownership and a happy ending! The woman lived in a small Walnut Creek condo with her...