Meisser, Joseph, & Palley Inc.

The firm was founded by two attorneys, Robert Fort and Morgan Johnson, on the core belief of providing top notch legal services with reasonable legal fees. While the firm has continued to meet those core beliefs, our lawyers have also added efficiency and client service to our core.

We will provide you top notch legal services with extremely reasonable legal fees, and at the same time provide you with the top shelf client service that our clients have learned to expect; the “white glove” treatment if you will. Additionally, you can expect to receive efficient replies to emails and calls, meetings set on short notice and legal work done when we say it will be done.

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If you found this blog post you probably have a question about restitution payments in a probate. I am a California attorney so my blog can only give information about California probate law. If you are in any other state you might take my information and share with an attorney in that state to see what they think. I have dealt with restitution payments in California probates many times. There are two main ways: the…
A few years back the state of California changed the notary form that must be used by California notaries when notarizing a document. This is what is called the acknowledgement.  There are exceptions where a notary can use an out of state notary form but I will not get into those rules here.  The below form is to be used without modification.  The first paragraph is in a box usually. Here it is:   A…
Special Administration on a rush basis can happen in a California probate court. However, the facts have to be right to be granted the special letters on a rush basis. Today I will discuss the way this works and how you could obtain Letters of Special Administration in as short as 48 hours in some cases. First of all going to probate court on a rush basis is called filing a petition on an “ex…
This post is about the Sacramento Probate Court Zoom Forms. In the wake of the Covid crisis we have yet another mandatory use form… at least here in Sacramento Superior Court – Family Law Division – Probate – Department 129. Actually there are three forms. You can get them on the court website and I will supply a link and an explanation for each below. The overall concept is that you can now appear “telephonically”…
Filing for probate when there are a bunch of children often requires planning and thinking. That is a probate when the decedent had many children can bring pitfalls to the petitioner for probate. This is particularly true when there is no will (i.e. intestate succession) or a poorly drafted will or a will that is executed in questionable fashion. The situation with the biggest risk of problems is when there is no will. For anybody…
When should you file a final petition in a California probate case? By final petition I mean an “accounting” or “report” of the administrator, executor or personal representative. In our office this is typically called a “FIRST AND FINAL REPORT OF PERSONAL REPRESENTATIVE ON WAIVER OF ACCOUNTING AND PETITION FOR ITS SETTLEMENT, FOR WAIVER OF COMPENSATION TO PERSONAL REPRESENTATIVE, FEES TO THE ATTORNEY AND FOR FINAL DISTRIBUTION.” When you break it down you see the…
I have told you before that OneLegal has great court updates. Here’s their latest. I encourage you to check their website for the latest and certainly reach out to them if you need help with E-filings. Here was there summary of the top changes but again check their website for more info.   -John Palley Top changes in California courts from this week Alameda County announced plans to resume accepting nearly all Civil, Family, and Probate…
Today I personally filed a Covid probate case here in my home county of Placer county. That is at the Courthouse here in Roseville.   I thought a lot of you would be interested in my filing a Covid probate case in Placer County California. I want to get through the specific details of how a case gets filed, during this Coronavirus situation, here in Placer county California. Different counties are different as I have told…
I received a question the other day which I modified to protect the identity of the person.  They asked: Hi.  My uncle recently passed with my dad (his brother) as his closest relative and few assets.  His estate qualifies as a “small estate” under California law.  I cannot find any resources about how to treat his debts (he had a few thousand dollars in credit card debt and a car loan).  Does your book cover…
The last chapter I have partially written for my second probate book is below. Remember you can get my first probate book on Amazon or email me for a free PDF. Chapter 12 – Letters Testamentary (and Letters of Administration)   The holy grail of the probate process is the “Letters” document. In California it will be either be called “Letters Testamentary” or “Letters of Administration.”  Letters Testamentary means the person named in the will…