Anaheim Trust Lawyer: Filing a Heggstad Petition Offers a to Fix a Mistake

When creating a trust estate, all assets should be individually assigned to the trust by changing the titles. However, assets are often overlooked and may remain probate assets despite the presence of a trust. There is a remedy for this problem if the trust itself lists the assets that it is intended to secure, or if the trustor signed a document stating that all assets should be placed in the trust. In California, these circumstances allow our lawyers to file a Heggstad petition. We ask the court to declare that all of the decedent’s assets were intended to be trust assets, eliminating the need for probate.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm