Trust & Estate Petitions:

Court Petitions to Resolve Trust and Estate Issues

Sometimes, even with careful planning, families need the probate court’s help to resolve specific issues. At Capital City Wills & Trusts, PC, we handle a wide range of petitions under the California Probate Code to protect your rights, clarify trust provisions, and simplify estate transfers.

Common Petitions We Handle

Spousal Property Petitions

When a spouse passes away, this petition allows the surviving spouse to transfer assets into their name without a full probate case.

Small Estate Set-Aside Petitions

If the estate is under a certain dollar limit, we can petition the court to transfer assets quickly and efficiently, avoiding the expense of a full probate.

Probate Code § 850 / Heggstad Petitions

If property was left out of a trust, we can petition the court to confirm that it belongs in the trust. This is often called a Heggstad petition, and it can save families from probate when a trust was not fully funded.

Probate Code § 17200 Petitions

These petitions are used to:

  • Appoint or remove a trustee

  • Interpret unclear trust provisions

  • Compel a trustee to act

  • Resolve disputes between beneficiaries and trustees

Petitions to Terminate or Modify a Trust

In some cases, a trust no longer serves its purpose, or its terms need to be updated. We can petition the court to modify or terminate the trust with judicial approval.

Why Work With Capital City Wills & Trusts, PC

  • Experience in Probate and Trust Matters — We know the procedures and requirements for California probate court petitions.

  • Practical Solutions — We explain your options in plain English and pursue the most efficient path forward.

  • Client-Focused — Whether you’re a trustee, beneficiary, or surviving spouse, we advocate for your interests and guide you through the process.

Take the First Step

If you think a court petition may be needed in your situation, we can help. From Heggstad petitions to spousal property petitions, Capital City Wills & Trusts, PC provides clear guidance and experienced representation.

Service Areas

Capital City Wills & Trusts, PC serves clients across California, with a focus on Sacramento, Placer, and El Dorado Counties, as well as the Bay Area.

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