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Probate Process 101: Personal representative, probate shortcut, initiating the process, and handling creditor claims

Claudia Grajeda
Claudia Grajeda | Tiffany & Bosco, P.A

Claudia Grajeda was born and raised in Los Angeles, California. She is a first-generation Mexican American and attended UCLA for her undergraduate studies where she received her Bachelors with a double major in History and Chicano/a Studies with distinction.

Re-Broadcast: June 28, 2023
Probate Process 101: Personal representative, probate shortcut, initiating the process, and handling creditor claims

$95.00 1 hour CLE

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Program Summary

A general overview of the fundamentals of Probate will be discussed. This includes, whether a probate is really needed or if alternative options are available. If a probate process is required, how does one initiate the probate process? What does it mean to be a Personal Representative and how do you handle creditor claims.

Key topics to be discussed:

  • Personal Representative
    • Fiduciary obligations, derivative duties
  • Probate Shortcut?
    • Small Estate Affidavits (real v. personal property)
    • Ancillary Probate
    • Proof of Authority
  • Initiating the probate process
  • Handling Creditor Claims

Date / Time: June 28, 2023

  • 2:00 pm – 3:00 pm Eastern
  • 1:00 pm – 2:00 pm Central
  • 12:00 pm – 1:00 pm Mountain
  • 11:00 am – 12:00 pm Pacific

Closed-captioning available

Speakers

Claudia Grajeda_ Tiffany & Bosco, P.A_myLawCLEClaudia Grajeda | Tiffany & Bosco, P.A

Claudia Grajeda was born and raised in Los Angeles, California. She is a first-generation Mexican American and attended UCLA for her undergraduate studies where she received her Bachelors with a double major in History and Chicano/a Studies with distinction. She received her law degree from UC Hastings College of Law, where she was part of the Hastings Law Journal and several student organizations.

Claudia Grajeda focuses her practice in the area of estate planning and trusts. She sees this area of law as an opportunity to help families of all backgrounds take care of their loved ones by protecting the wealth they accumulated through hard work and dedication. In addition, Claudia strives to provide a pleasant experience for families who express concerns about family dynamics or confusion about the estate planning process. Claudia is a native Spanish speaker, Tae Kwon Do black belt, and in her spare time she likes to play poker, watch plays and live music performances.

Agenda

I. Personal Representative | 2:00pm – 2:15pm

  • Fiduciary obligations, derivative duties

II. Probate Shortcut? | 2:15pm – 2:30pm

  • Small Estate Affidavits (real v. personal property)
  • Ancillary Probate
  • Proof of Authority

III. Initiating the probate process | 2:30pm – 2:45pm

IV. Handling Creditor Claims | 2:45pm – 3:00pm

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