Lawvex, LLP – Named a 2020 Law Firm 500 Honoree

Over the past 7 years, since becoming the first “branded” law firm in Central California, our team at Lawvex has been dedicated to providing excellence in customer service resulting in many happy clients. In doing so, our commitment and focus has taken us on a fabulous journey of growth – both personally and for our business. We are pleased to announce that our law firm has been named a 2020 Law Firm 500 Honoree Read More

How do I get access to some of these trust assets? | Trust 101 Series | Lawvex

Welcome back to our Trust 101 series. This is video four of module two of our Trust 101 series.   In the first module in our Trust 101 series we covered some of the basics of what wills and trusts are and what executors and trustees do. In the second module we have covered how to be installed as a trustee, who you need to notify and how, and what your first steps should be. In this fourth video, we will talk about Read More

What Are My First Steps As A Trustee?

Welcome back to our series on Trusts, our “Trusts 101” series. This is our third video in the second module.  In this video we're focusing on now that I've been installed as a trustee and I've notified everybody what I do next? What's the next step? What are my first steps as a trustee?   So the answer to that depends a little bit on whether my beneficiary is incapacitated, ifI'm taking  care of an aging parent Read More

Do I need to Notify Anyone once I become a Trustee of the Trust?

  Welcome back to our Trust 101 Series. This is video two in module two of our Trust 101 Series. In this particular video, we're talking about: do I need to notify anyone once I become the trustee of the trust? If you haven't watched the prior videos, I encourage you to check those out. This one will make more sense. But in this specific video, we're assuming that you as the trustee have been installed as Read More

How to Become a Trustee

In this first video of module two of our Trust 101 Series, we're talking about how do I become a trustee? And if you remember from our prior videos on what a trustee does or what a trustee is, there's a guarantor of the trust that put their stuff in the trust. There's the trustee that holds the assets while they are in the trust, and then the beneficiary that receives the benefit of the assets, that's the income or Read More

What Does A Trustee Do?

So welcome back, everybody, to the series on trust in today's video, our topic is what does a trustee do? And I encourage you, if you haven't seen the previous video on what is a trust, that's one to watch.  And in fact, if you haven't seen the previous two videos in the series on what is a will and what does an executor do, I really think it's helpful to understand a will first and how a will works and Read More

What is a Trust?

Welcome back, everyone, to the series again. Today we're talking about trusts. This is another video in our series for Trustees and Understanding Trusts Better. So today we're talking about what is a trust. We're going to start with some basics.  So, first of all, a trust is an agreement between two people for the benefit of a third person. OK, so if I were to say to you, hey, will you hold my phone for me? Read More

What Does An Executor Do?

So welcome back, everybody, to our series today we're talking about what does an executor do? And first of all, if you haven't watched the video on what is a will, I encourage you to check that out, it will give you a little bit of an overview, what a will is, how it functions and what probate is. But we're going to dive a little bit deeper into this video. We're going to talk a little bit about on executor's Read More

Classic DIY Handwritten Will Fail – the Estate of Larry King

**Note - if you haven't checked out our latest Trusts 101 Video Series, then click HERE for our first video in the series on "What is a Will?" One of my partners this morning posted this article on Slack about famous news reporter and anchorman Larry King who wrote his own will on October 17, 2019. As trust and estate attorneys, Check out one of the articles about Larry's Will HERE. I don't really know why these Read More

Unlawful Detainer SB-91

On February 1, 2020, SB 91, as amended, was signed into law and became immediately effective. This new law allocates funds for emergency rental assistance and provides new protections for renters who are affected by COVID-19. Landlords are required to send a notice to their resident(s) about this new law no later than February 28, 2021. FAILURE TO DO SO MAY AFFECT YOUR ABILITY TO EVICT A RESIDENT WHO FAILS TO Read More