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Heggstad Petition

What is a Heggstad Petition?

Heggstad Petition refers to a California case, the Estate of Heggstad, (1993) 16 Cal. App. 4th 943, where the Court held that the settlor's, i.e. the creator of the Trust's, written declaration that the assets were held in trust was sufficient to create a Trust and that property was held to be an asset of the trust and not subject to disposition through the decedent's Will. Generally, the process takes longer than a standard Trust Administration because there are court appearances.

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