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1 5 ALBERTSON & DAVIDSON, LLP Keith A. Davidson, SON 210658 Stewart R. Albertson, SON 230841 Noah McCall, SON 273300 3750 Santa Fe Avenue, Suite 109 Riverside, CA 92507 Telephone (951) 6865296 Facsimile
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How to fill out a Heggstad petition - Albertson:

01
Gather necessary documents: You will need to collect important documents such as the trust agreement, property deeds, and any other relevant documentation that supports your claim for the Heggstad petition.
02
Identify the property: Clearly identify the specific property or assets that you believe should be included in the trust. This may include real estate, financial accounts, or personal property.
03
Consult an attorney: It is highly recommended to seek the guidance and assistance of an experienced attorney who specializes in trust and estate law. They can review your case, provide legal advice, and guide you through the process of filling out the Heggstad petition correctly.
04
Prepare the petition: Work with your attorney to draft the Heggstad petition. This legal document should outline your argument for including the property in the trust and explain why it was mistakenly excluded.
05
Provide supporting evidence: Along with the petition, you will need to include supporting evidence that strengthens your case. This can include relevant trust documents, property records, financial statements, and any other documentation that highlights the intent of the trustor and supports your claim.
06
File the petition with the court: Once the petition is complete, it needs to be filed with the appropriate court. Your attorney will guide you through the filing process, ensuring that all necessary documents are submitted correctly.

Who needs a Heggstad petition - Albertson?

01
Beneficiaries of a trust: If you are a beneficiary of a trust and believe that certain property should have been included in the trust but was mistakenly left out, you may consider filing a Heggstad petition to rectify the situation.
02
Trustors and estate planners: Individuals who have created a trust or are involved in estate planning should be aware of the Heggstad petition. It provides a legal avenue to include property that was inadvertently left out of the trust, ensuring that their intended wishes are followed.
03
Individuals involved in trust administration: Executors, trustees, or anyone tasked with administering a trust should be familiar with the Heggstad petition. It can be used to correct errors and ensure that all assets intended to be in the trust are properly accounted for.
It's important to note that the specific requirements for a Heggstad petition may vary depending on the jurisdiction. Consulting with an attorney who is knowledgeable in trust and estate law is crucial to navigate the process effectively.
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A Heggstad petition is a legal petition filed with the court to clarify the intention of a grantor in a living trust.
The trustee of a living trust is typically required to file a Heggstad petition.
To fill out a Heggstad petition, the trustee must provide information about the living trust, the property involved, and the grantor's intentions.
The purpose of a Heggstad petition is to ensure that certain assets held outside of a trust are included in the trust's assets.
The Heggstad petition must include details about the living trust, the property in question, and the grantor's intentions.
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2001 1993 CALIFORNIA settlor ALBERTSON DAVIDSON LLP Heggstad TEMECULA Settlors SBN 4th McCall Julie 2PETITION validly Jacinto titling 3PETITION Keith 5PETITION 1PETITION trusteeship Grantors 4PETITION REVOCABLE affirming foregoing hereto Concurrently App

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