Steve Bliss Law Estate Planning Lawyer
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Map:
Phone: (858) 278-2800
Probate Process
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If the home is sold, the personal agent or administrator is responsible for distributing the house to beneficiaries. These guidelines do not impact second houses or getaway homes, which remain part of the estate.
Testator’s Guidelines
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If a beneficiary receives the home and the home is encumbered with a home mortgage, the beneficiary normally takes the home topic to the home loan.
Court Approval and Oversight of Sale
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Distributing to Recipients
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When Financial Obligations Exceed Estate Assets
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Homestead Exemption
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Inheriting the Mortgage
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