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Why choose this provider?
Ravi Patel counsels and represents Corona residents whose loved ones created a trust but never moved certain assets into it. Because these omissions can trigger probate unless corrected, he assists his clients in preventing the lengthy probate process. Patel files what's called a Heggstad Petition, which asks the court to treat the missing asset as if it had been placed in the trust. This process can apply to homes, accounts, or business interests that were never retitled. Patel is an expert in making sure this technical petition is fulfilled, avoiding full probate altogether. His expertise is especially useful in cases where a pour-over will was created but never acted upon. Patel reviews records and prepares a case file that supports the legal request.
- Estate Planning
- Trust Administration
- Heggstad Petitions