Probate Code Section 850 Petitions

Probate Code §850 Petitions

What Is a California Heggstad Petition AKA Probate Code 850?

There are a variety of individuals who can file a petition to make a request to the court. The filing of this type of petition in California is called a Heggstad petition. If an individual's property was placed in a revocable living trust prior to his or her death, they will not have to deal with the ordeal of a standard probate proceeding. A Heggstad petition is available in California for a property that is left outside of the trust. This petition can be completed typically in less than three months.

As you file a Heggstad petition, work with our Los Angeles probate attorney to ensure that you properly protect your rights.

What Are the Requirements for Filing a Petition?

Under Probate Code §850(a)(3), any interested person, typically a trustee, can file a petition if the trustee is in possession of real or personal property that is claimed to another. There are specific requirements for that individual, however. The trustee can file if they are in possession of real or personal property and another individual has a claim on that property. The trustee will also be required to have a claim to real or personal property, title to or possession of what is held by another. The last requirement is that the property of the trust will have to be claimed to be in subjection to a creditor of the settlor of that particular trust.

What will a Probate Code §850 petition include?

A Probate Code §850 petition call also includes claims, causes of action, or civil action matters. Those civil action matters are raised to the extent that the matters are related to what is included in the §850 petition. It is important to know that personal property can also be subject to a Heggstad petition, just like real property. For those in need of legal representation for a petition, they can speak with a Los Angeles probate attorney from our firm.

Contact our firm and speak with a Los Angeles probate lawyer today!

18 Years of Helping Clients With Their Estate Matters

Clients Share Their Experience

  • "Trusted Counsel for your Orange County Estate & Trust Litigation Needs"
    T. Cashman
  • "He was such a pleasure to work with and is a brilliant attorney who is dedicated to helping his clients."
    Alexis H.
  • "A decent, ethical, professional and compassionate man who takes an active interest in your case and looks out for your best interests. You cannot ask for more."
    C. William
Why Choose David. A Shapiro
  • Focused on Trust Litigation
  • Personalized Representation
  • 100% Committed to Client Satisfaction
  • Board Certified Specialist
Contact Our Offices

Whether you have questions or you’re ready to get started, our legal team is ready to help. Complete our form below or call us at (310) 853-1554.

  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.
  • By submitting, you agree to be contacted about your request & other information using automated technology. Message frequency varies. Msg & data rates may apply. Text STOP to cancel. Acceptable Use Policy