Practice Resources

Free tools for attorneys & fiduciaries

One-Page Tools

02

Real Property Takeover Checklist: First 30 Days

A one-page checklist for counsel and fiduciaries taking over real property in a probate, trust or conservatorship: assess, stabilize, formalize, limit liability.

Open & print →01

Probate Real Estate Sale Checklist

A one-page checklist for selling a house in a California probate — full authority (IAEA) and court-confirmed sales side by side, with key Probate Code cites.

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