Roseville, CA estate planning & probate attorney Rick Lebherz talks about the philosophy that guides his work and the one piece of advice he repeatedly gives to his clients. Going to court is undoubtedly a challenging time, often arising from breakdowns in various situations. In the realm of trust administration and probate, the focus is on procedural aspects, ensuring adherence to California law meticulously. The goal is to conclude the process flawlessly, allowing clients to move forward without lingering concerns.

In trust administration and the representation of beneficiaries, the emphasis is on guiding trustees to execute tasks meticulously, ultimately avoiding court involvement—aligning with the primary purpose of setting up a trust, i.e., probate avoidance. The intention is to resolve issues and answer queries amicably, steering clear of unnecessary court proceedings.

In this practice area, a key piece of advice centers on open, honest communication. Particularly in trust administration, keeping all parties informed is crucial. The probate code underscores the obligation to provide information, and staying ahead of it by fostering open communication prevents surprises, simplifying the entire process. The primary counsel is to be transparent, truthful, and communicative, and individuals are encouraged to consult with their attorney before disseminating information.