What Are Heggstad Petitions?

Last updated on September 16, 2024

A Heggstad petition is a legal tool that allows assets left out of a trust to be added to the trust without going through probate. It simplifies the process for beneficiaries, helping ensure a more efficient transfer of assets.

At Morrill Law, we approach every case with a focus on efficiency and personalized strategies. Our firm proudly serves Walnut Creek, California, as well as Alameda, Contra Costa, Marin counties and beyond. Our commitment to thorough preparation and strategic approaches is what benefits our clients the most.

How Does A Heggstad Petition Work In California?

In California, a Heggstad petition can help include assets in a trust that were unintentionally omitted. This petition allows the court to confirm that the asset was meant to be part of the trust, even if the transfer wasn’t completed. Common examples include:

• Real estate not deeded to the trust
• Financial accounts omitted from trust documents
• Investments or other valuable assets left out of trust records

At Morrill Law, our lawyer will assist with the entire process, making sure all paperwork is properly prepared and the petition is filed with the court.

Why You Might Need A Heggstad Petition

If a loved one passes away without fully funding their trust, a Heggstad petition is particularly helpful when significant assets are left out of the trust. By filing a Heggstad petition, you can potentially:

• Avoid probate delays that may otherwise occur
• Make sure that the deceased’s wishes are honored regarding their asset distribution
• Protect your family from unnecessary legal fees and extended court proceedings

Our attorneys guide you through each step of the process and represent your interests in court to streamline the resolution of any estate disputes.

Contact Morrill Law today

If you think a Heggstad petition may be needed, call Morrill Law or fill out our online contact form to schedule a consultation. We offer a cost-conscious, collaborative approach that always prioritizes your goals.