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When their father died, Allison was surprised to learn that she had been named Successor Trustee of the family Trust. It seemed like a stretch—her brother, Oliver, was a banker, and her sister, Zoe, a lawyer. She, on the other hand, was a wife and mother with an unused elementary...

Three young people, Bruce, Becky, and Bryce came in to our Walnut Creek office for assistance with a Probate. Their father, just 52, had died unexpectedly of a heart attack in November. They’d all been close to their father, who had single-handedly raised them after their mother died. He had...

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...