{"id":6340,"date":"2023-01-27T13:46:54","date_gmt":"2023-01-27T13:46:54","guid":{"rendered":"https:\/\/www.sandiegoelderlawandestateplanning.com\/?p=6340"},"modified":"2023-03-29T14:41:51","modified_gmt":"2023-03-29T14:41:51","slug":"causes-of-estate-planning-delays-and-solutions","status":"publish","type":"post","link":"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/","title":{"rendered":"What Causes Estate Planning Delay in CA?"},"content":{"rendered":"<h2><span class=\"ez-toc-section\" id=\"Causes_of_Estate_Planning_Delays_and_Solutions\"><\/span><span style=\"font-weight: 400;\">Causes of Estate Planning Delays and Solutions<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<label for=\"ez-toc-cssicon-toggle-item-662d0b5db6dbe\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-662d0b5db6dbe\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Causes_of_Estate_Planning_Delays_and_Solutions\" title=\"Causes of Estate Planning Delays and Solutions\">Causes of Estate Planning Delays and Solutions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#What_Causes_Estate_Planning_Delay\" title=\"What Causes Estate Planning Delay?\">What Causes Estate Planning Delay?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Estates_with_Multiple_Beneficiaries\" title=\"Estates with Multiple Beneficiaries\">Estates with Multiple Beneficiaries<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#When_Beneficiaries_Are_Spread_Far_Away\" title=\"When Beneficiaries Are Spread Far Away\">When Beneficiaries Are Spread Far Away<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Estates_That_Have_Assets_in_Multiple_States\" title=\"Estates That Have Assets in Multiple States\">Estates That Have Assets in Multiple States<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Bad_Representative\" title=\"Bad Representative\">Bad Representative<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Incomplete_Wills\" title=\"Incomplete Wills\">Incomplete Wills<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Estates_Required_to_File_Tax_Returns\" title=\"Estates Required to File Tax Returns\">Estates Required to File Tax Returns<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Family_Conflicts\" title=\"Family Conflicts\">Family Conflicts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#When_Estates_Have_Unusual_Assets\" title=\"When Estates Have Unusual Assets\">When Estates Have Unusual Assets<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#When_Too_Many_Wills_Exist\" title=\"When Too Many Wills Exist\">When Too Many Wills Exist<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#How_Do_You_Minimize_The_Likelihood_Of_Your_Estate_Plan_Being_Contested\" title=\"How Do You Minimize The Likelihood Of Your Estate Plan Being Contested?\">How Do You Minimize The Likelihood Of Your Estate Plan Being Contested?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Dont_Do_It_Yourself\" title=\"Don\u2019t Do It Yourself\">Don\u2019t Do It Yourself<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Dont_Procrastinate\" title=\"Don\u2019t Procrastinate\">Don\u2019t Procrastinate<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Avoid_Undue_Infuence\" title=\"Avoid Undue Infuence\">Avoid Undue Infuence<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Evidence_of_Mental_Capacity\" title=\"Evidence of Mental Capacity\">Evidence of Mental Capacity<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Certificate_of_Independent_Review\" title=\"Certificate of Independent Review\">Certificate of Independent Review<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#Restate_Your_Plan_Regularly\" title=\"Restate Your Plan Regularly\">Restate Your Plan Regularly<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#No_Contest_Clauses\" title=\"No Contest Clauses\">No Contest Clauses<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/#San_Diego_Trust_and_Probate_Litigation_Attorney\" title=\"San Diego Trust and Probate Litigation Attorney\">San Diego Trust and Probate Litigation Attorney<\/a><\/li><\/ul><\/nav><\/div>\n\n<p><span style=\"font-weight: 400;\">A lot of people try to avoid probate for a number of reasons. One of these reasons can be the high expense of probate. It is also a public record, which means you will not have privacy for a process that may involve some intimate matters. Probate can also be time-consuming. The amount of time it takes to complete probate proceedings might also be affected by a number of other factors. So, what are the causes of estate planning delays and solutions to them?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In California, the probate process is designed to be simple to give beneficiaries the relief they need while reducing the overall stress of the process. With good planning and execution, your heirs should then be able to receive their inheritance easily. Unfortunately, every rule has an exception, so it&#8217;s possible that your estate can get held up in probate.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you want your heirs to receive their inheritance with little or no problems at all, let the <\/span><b>Casiano Law Firm<\/b><span style=\"font-weight: 400;\"> help you <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/\"><span style=\"font-weight: 400;\">design and draft an estate plan for your peace of mind<\/span><\/a><span style=\"font-weight: 400;\">. <\/span><b>Vincent Casiano<\/b><span style=\"font-weight: 400;\"> is a San Diego attorney who\u2019s well-versed in probate and trust contests and has handled numerous cases in both probate and civil court throughout the course of his career.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you are going through an <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/probate-litigation\/\"><span style=\"font-weight: 400;\">estate dispute in San Diego<\/span><\/a><span style=\"font-weight: 400;\">, you can rely on <\/span><b>Vincent Casiano<\/b><span style=\"font-weight: 400;\"> to work with determination and care to protect your family&#8217;s peace of mind. If you want to start your estate planning process immediately, give him a call right now for a <\/span><b>NO CHARGE PHONE CONSULT<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_Causes_Estate_Planning_Delay\"><\/span><span style=\"font-weight: 400;\">What Causes Estate Planning Delay?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Many people are unaware that there are ways to avoid probate. They do not bother to write any wills or other estate plans, which means that their assets are left to the court to decide.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In certain extreme cases, the probate process can go on for years. Having an incompetent executor or dealing with complicated assets are only two of the many factors that cause state planning delays.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Estates_with_Multiple_Beneficiaries\"><\/span><b>Estates with Multiple Beneficiaries<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Estates that have more than 2 or 3 beneficiaries often take longer to complete via probate because notifying every single beneficiary takes time. It is also a legal requirement to keep them informed of what is going on throughout the administration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Numerous documents also need each beneficiary&#8217;s signature, and there usually are 1 or 2 who need nudging as well as more than 1 or 2 reminders to submit their accomplished documents to the estate&#8217;s executor or attorney.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"When_Beneficiaries_Are_Spread_Far_Away\"><\/span><b>When Beneficiaries Are Spread Far Away<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Even with modern technology, dealing with multiple beneficiaries spread across the United States is going to be more challenging. If a beneficiary is residing outside of the United States, the different time zones and costly overnight postal service will undoubtedly have an impact on estate administration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Beneficiaries who live far away are reported as the leading cause of delays in probate processing.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Estates_That_Have_Assets_in_Multiple_States\"><\/span><b>Estates That Have Assets in Multiple States<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When a deceased also owns property in another state, several probate processes may be needed.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A deceased, for example, may have resided in Nevada and owned real estate property there and in California, as well as in Oklahoma where they had mineral rights. This may necessitate the opening of ancillary probates in both California and also Oklahoma, on top of the primary action in Nevada.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It often takes more time to juggle additional proceedings.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Bad_Representative\"><\/span><b>Bad Representative<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It is common practice to choose a family member who is the eldest or most trusted to serve as the estate representative. Unfortunately, age and trustworthiness do not guarantee that a person will be a competent representative. Someone who is disorganized often misplaces things and has poor communication skills may cause problems. The inability to fulfill the responsibilities of estate administration raises the likelihood of needless delays happening and causes the whole probate process to take far longer than necessary.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Incomplete_Wills\"><\/span><b>Incomplete Wills<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">When it comes to estate planning, one of the first things that come to mind is writing a will. A will, on the other hand, is not necessarily a foolproof strategy to avoid the probate process. Writing a will that fails to mention all assets, contradicts beneficiary designations made in insurance policies, and generally fails to effectively handle the inheritance causes problems. A badly executed will often be more harmful than no will at all.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Estates_Required_to_File_Tax_Returns\"><\/span><b>Estates Required to File Tax Returns<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">An estate that needs to submit the federal estate tax return (IRS Form 706), will almost certainly take a longer time to administer compared to an estate that does not. Typically, the IRS will not begin processing an estate&#8217;s Form 706 until three to four months after the filing of the return.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An estate that needs to file Form 706 cannot close unless the IRS gives its formal, written approval.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Even if an estate is not needed to submit Form 706 at the federal level, it may be required to file a state-level estate tax or inheritance tax return. This may also cause the probate process to be delayed.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Family_Conflicts\"><\/span><b>Family Conflicts<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Unfortunately, family feuds are one of the major reasons estates become stuck in probate for months or years. If some family members dislike or distrust one other, they would question every move made by the other side. Refusing to consent to certain decisions, avoiding communicating with the administrator, and requiring the probate court to make all decisions may cause probate to extend for years.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you&#8217;re dealing with <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/trust-litigation\/\"><span style=\"font-weight: 400;\">estate litigation<\/span><\/a><span style=\"font-weight: 400;\">, you&#8217;ll need someone with significant experience. <\/span><b>Call Casiano Law Firm immediately for a NO CHARGE PHONE CONSULT with experienced estate contests attorney Vincent Casiano<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"When_Estates_Have_Unusual_Assets\"><\/span><b>When Estates Have Unusual Assets<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">For estates with difficult-to-value properties, probate will take more time. Rare collectibles,\u00a0 oil, mineral rights, racehorses, and patents are some examples.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A difficult-to-value asset might play into the second reason why a probate is taking so long\u2014an estate tax return must be filed by the estate. The administrator or executor of the estate and the Internal Revenue Service have been observed to have vastly different views on the real value of unusual assets for estate tax purposes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A very illiquid asset may force the estate to stay open up to the time that the asset can be sold. Otherwise, one or more of the estate&#8217;s creditors or beneficiaries may be obliged to take over ownership of that undesired asset.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"When_Too_Many_Wills_Exist\"><\/span><b>When Too Many Wills Exist<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It&#8217;s not unheard of for a person who has died to leave a last will and testament without making it clear in the document that it is replacing and revoking any will made before that time. If an heir or beneficiary emerges brandishing some other will with better terms, it may not be immediately clear which will take precedence.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This will most likely result in a will contest so that the court can determine who is right. The estate settlement might be delayed for a year or more.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_Do_You_Minimize_The_Likelihood_Of_Your_Estate_Plan_Being_Contested\"><\/span><span style=\"font-weight: 400;\">How Do You Minimize The Likelihood Of Your Estate Plan Being Contested?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">When an estate is required to go through the probate process, everyone involved wants it to be concluded as soon as possible. <\/span><b>Contact Casiano Law Firm for help<\/b><span style=\"font-weight: 400;\"> to ensure that your probate case proceeds as smoothly and quickly as possible.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While no two probate cases are identical, the following are some basic tips for preventing needless delays:<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Dont_Do_It_Yourself\"><\/span><b>Don\u2019t Do It Yourself<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The best way to show why a DIY Plan&#8217;s simplicity is not what one desire in an estate plan is to compare the information offered to DIY Plan services to those of an estate planning attorney during the first consultation. DIY Plan services vary from asking no questions (e.g., the fillable statutory will and power of attorney at UPS) to allowing clients to answer relatively detailed questions that may affect the documents they get.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An attorney builds client trust at an initial estate planning meeting. When a client becomes very sick or disabled, it is critical to have an open and honest dialogue about difficult topics like inter-family relationships, finances, <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/special-needs-planning\/\"><span style=\"font-weight: 400;\">special needs planning,<\/span><\/a> <span style=\"font-weight: 400;\">and wishes. An attorney&#8217;s assessment of a client&#8217;s estate plan also depends on how their assets are allocated across real estate, retirement funds, and cash.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Online estate plan providers&#8217; &#8220;one size fits all&#8221; approach won&#8217;t work for everyone. To ensure that you have a personalized estate plan, speak with an experienced estate planning attorney.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Dont_Procrastinate\"><\/span><b>Don\u2019t Procrastinate<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you die without a Will or other estate plan, your state determines who is entitled to your assets based on state rules of intestacy (not having a will).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Furthermore, most individuals give their family and loved ones substantial amounts of heartache, grief, and financial loss by failing to have an estate plan in place since the courts decide who gets what.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Many attorneys observe that this usually leads to family and friend feuds and costs people a lot of money in legal expenses, administrative charges, and other expenses that might have been avoided if proper estate planning had been done.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Avoid_Undue_Infuence\"><\/span><b>Avoid Undue Infuence<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Meet with an attorney BY YOURSELF. Do not bring along a favorite child or anyone that can be suspected in the future of exercising undue influence over you.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Evidence_of_Mental_Capacity\"><\/span><b>Evidence of Mental Capacity<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The testator&#8217;s mental capacity is a critical requirement for a valid Will. Therefore, it is crucial to make sure that the testator&#8217;s competency at the time of signing is properly documented. This is best accomplished with the involvement of witnesses, a notary public, and a doctor.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Certificate_of_Independent_Review\"><\/span><b>Certificate of Independent Review<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A Standard Document that attests to the fact that independent counsel reviewed an estate planning instrument and advised the client on its implications. When a client makes an outright or testamentary gift to or designates as sole trustee certain disqualified persons, a statutory presumption of fraud or undue influence applies unless this Standard Document is used.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Restate_Your_Plan_Regularly\"><\/span><b>Restate Your Plan Regularly<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Restate your estate plan every year or every other year. Let\u2019s say for 10 years, you restate your plan five times, and you say the same thing each time (or something very similar each time). The person who wants to contest your plan has to contest each and every one of those restated plans. They have to prove that when you signed these plans, you lacked capacity or were undue influenced. This would be a very expensive process for them.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"No_Contest_Clauses\"><\/span><b>No Contest Clauses<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Years ago, the California legislature changed the law regarding no-contest clauses. Changes to the legislation make no-contest clause enforcement even harder to enforce. Call Casiano Law Firm and talk to Vincent Casiano about how this new legislation impacts your <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/wills-faqs\/\"><span style=\"font-weight: 400;\">estate plan<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"San_Diego_Trust_and_Probate_Litigation_Attorney\"><\/span><span style=\"font-weight: 400;\">San Diego Trust and Probate Litigation Attorney<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">San Diego probate and trust litigation attorney <\/span><b>Vincent Casiano<\/b><span style=\"font-weight: 400;\"> is here to help you with any issues you may be having with <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/wills-and-trusts-disputes\/\"><span style=\"font-weight: 400;\">will or trust disputes<\/span><\/a><span style=\"font-weight: 400;\">, fiduciaries, or complicated <\/span><a href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/estate-planning-probate\/\"><span style=\"font-weight: 400;\">estate planning<\/span><\/a><span style=\"font-weight: 400;\">. He can also discuss the causes of estate planning delays and solutions in depth. Now is the time to get professional help from an experienced lawyer. <\/span><b>Schedule a no-charge phone consult with Vincent Casiano now!<\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Causes of Estate Planning Delays and Solutions A lot of people try to avoid probate for a number of reasons. One of these reasons can be the high expense of probate. It is also a public record, which means you will not have privacy for a process that may involve some intimate matters. Probate can [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":6354,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,43],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What Causes Estate Planning Delay in CA? | Casiano Law Firm<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sandiegoelderlawandestateplanning.com\/causes-of-estate-planning-delays-and-solutions\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What Causes Estate Planning Delay in CA? | Casiano Law Firm\" \/>\n<meta property=\"og:description\" content=\"Causes of Estate Planning Delays and Solutions A lot of people try to avoid probate for a number of reasons. 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