A Heggstad petition is a legal filing used to clarify whether property titled in an individual’s name should be considered part of a trust following an apparent failure to transfer assets properly. In Solano County and throughout California, this process helps families and fiduciaries address title issues without undo delay or unnecessary dispute. The Law Offices of Robert P. Bergman in San Jose assists clients with the procedural steps for preparing and filing a petition, gathering supporting documents, and presenting evidence that a transfer to a trust was intended, all while focusing on practical resolution for caregivers and heirs.
Many people encounter situations where assets were intended to move into a trust but were left titled in an individual name, often after creating a trust or changing circumstances. A Heggstad petition provides a court-based solution that recognizes trust ownership when the evidence supports that intent. For residents of Suisun and nearby communities, pursuing this petition can prevent probate, reduce confusion over asset control, and preserve a settled plan for distribution. Our office aims to guide clients step by step, ensuring filings align with local court requirements and the specific facts of each case.
A proper Heggstad petition can have significant benefits for trust administration and estate settlement. It allows a trustee or successor to confirm that particular assets are part of a trust even when title was not updated, avoiding full probate and preserving the settlor’s intent for distribution and management. In practice, this reduces administrative delay, lowers procedural costs compared with contested litigation, and provides legal clarity that helps trustees carry out duties with greater confidence. For family members in Solano County, resolving title issues through a Heggstad petition often prevents disputes that otherwise escalate and consume time and resources.
The Law Offices of Robert P. Bergman, located in San Jose, serves clients across California, including Suisun and Solano County, on matters related to estate planning and trust administration. Our approach emphasizes careful documentation, early case assessment, and clear communication with clients and the court. We assist with trust-related petitions, preparation of declarations and exhibits, and courtroom filings while coordinating with fiduciaries to gather necessary proof of intent. Throughout each matter, we focus on practical, informed advocacy designed to resolve ownership questions efficiently and protect client interests in line with established California procedures.
A Heggstad petition asks the court to recognize that certain property titled in an individual’s name was intended to be held in a trust. The process typically begins with gathering documentary evidence, such as trust documents, bank records, declarations from the settlor or witnesses, and transfer instruments. The petitioner must present a coherent factual narrative showing intent to transfer and consistent actions supporting that intent. Courts will weigh the totality of the evidence when deciding whether equitable relief is warranted to treat the asset as belonging to the trust for administration and distribution purposes.
Timing and careful preparation are important because delays or incomplete records can complicate a petition. Petitions are often filed by trustees or successor fiduciaries who need clear title to manage or distribute assets under the trust terms. The court’s review focuses on whether equitable principles support the requested relief, which may include treating property as trust assets or confirming authority to act. Working with counsel familiar with local filing practices and evidentiary standards helps streamline preparation, manage oppositions if they arise, and present the matter effectively to the court.
A Heggstad petition is a judicial remedy that seeks recognition of trust ownership for assets that were not formally retitled into the trust. Named after a California case addressing this issue, the petition is grounded in equitable principles used when documentary and extrinsic evidence show a settlor intended assets to be placed in a trust despite improper titling. The petition asks the probate court to treat the asset as though it had been properly transferred, which can remove the need for probate, clarify trustee authority, and protect beneficiary interests through the established trust distribution plan.
Successful petitions typically require demonstrating the settlor’s intent, producing relevant trust documents and records, and showing consistent post-trust conduct indicating ownership transfer. Supporting evidence may include declarations from witnesses, bank statements, beneficiary designations, transfer forms, or communications indicating the asset was meant to fund the trust. The filing must comply with local probate court procedures, including proper notice to interested parties. The court evaluates whether equitable relief is appropriate based on the evidence and may grant an order recognizing trust ownership, which assists trustees in managing and distributing the asset according to the trust’s terms.
Understanding key terms helps make the petition process more accessible. Relevant concepts include settlor intent, trustee authority, retitling, probate avoidance, and equitable relief. These terms define how courts analyze evidence and determine ownership or control over assets claimed to belong to a trust. Familiarity with local probate rules and common documentation used to demonstrate intent makes it easier for fiduciaries and family members to assemble a persuasive record. A clear glossary also supports communication with court personnel and opposing parties when addressing title discrepancies and trust administration matters.
Settlor intent refers to the deceased or trust creator’s expressed and demonstrated desire regarding ownership and distribution of assets. For a Heggstad petition, showing intent often depends on a combination of trust language, communications, actions taken after creating the trust, and supporting records like deeds, bank transfers, or written instructions. The court examines whether the totality of evidence indicates the settlor intended a particular asset to be trust property, even when formal retitling did not occur. Clear, consistent documentation and witness statements can greatly strengthen a claim of settlor intent.
Equitable relief is a judicial remedy that applies principles of fairness to resolve titles or disputes when strict application of legal rules might produce an unjust result. In the context of a Heggstad petition, a court may grant equitable relief by recognizing an asset as trust property despite improper formalities. The court’s decision rests on fairness and the available evidence about intent and conduct. Equitable relief aims to honor the settlor’s wishes and prevent unnecessary probate, balancing interests of beneficiaries, trustees, and other interested parties to reach a just outcome under the circumstances.
Trust retitling is the process of changing an asset’s title from an individual’s name into the name of a trust, such as transferring real estate deeds, bank accounts, or investment accounts into the trust’s ownership. When retitling does not occur as intended, a Heggstad petition may provide a remedy by asking the court to recognize that retitling was intended despite the absence of formal transfer documents. Evidence supporting that intent typically includes account statements, transfer attempts, declarations, and other relevant records that reflect the settlor’s planning choices.
Probate avoidance describes strategies and legal mechanisms used to keep assets from passing through formal probate, which can be time-consuming and public. Funding a trust properly is a common method of avoiding probate for many assets. When assets remain titled outside the trust accidentally, a Heggstad petition can serve as a tool to achieve probate avoidance by persuading a court to treat those assets as trust property. The result preserves privacy and typically shortens the timeline for distribution under the trust compared with probate administration.
When assets intended for a trust remain in an individual’s name, interested parties can consider several paths, including filing a Heggstad petition, initiating probate, or pursuing other quiet-title or declaratory relief actions. A petition often provides a focused path by presenting evidence of intent without the expense and delay of full probate. Probate may be necessary when assets must be administered under court supervision or when the facts do not support equitable relief. Choosing an appropriate approach depends on the asset type, documentation, potential opposition, and goals of the beneficiaries and fiduciaries involved.
A targeted petition is often sufficient when clear documentation shows the settlor intended an asset to be part of the trust. Examples include written instructions, account correspondence, transfer attempts, or declarations by the settlor indicating the purpose of an account or property. When records and witness statements are persuasive and opposing parties are unlikely to dispute the facts, a petition can yield efficient resolution. This path reduces overall time and expense compared with opening a full probate estate and helps trustees assume management responsibilities with judicial recognition of their authority.
Another situation where a focused petition works well is when there is minimal likelihood of contentious opposition from heirs or other parties with potential claims. If interested individuals are informed and inclined to cooperate, the court process can proceed with limited dispute, and a Heggstad petition can promptly confirm trust ownership. The cooperative approach allows trustees to resolve title matters and move forward with asset management and distribution consistent with the trust, providing practical benefits of a streamlined judicial determination without protracted adversarial litigation.
Complex title histories, multiple transfers, or competing claims from creditors or heirs can make a simple petition insufficient. In these situations a more comprehensive approach that may include additional filings, discovery, or coordinated litigation strategy is advisable. Comprehensive service entails assembling extensive documentation, preparing declaratory relief actions when needed, and addressing any third-party claims that could affect the asset. This broader legal effort helps protect the trust’s position and ensures all legal risks are evaluated and addressed before the court issues a final determination.
When the assets involved are particularly valuable or multiple assets across different ownership systems are implicated, a comprehensive plan is often appropriate. Coordinated legal attention can ensure consistent strategies for retitling, tax considerations, creditor notice, and litigation risk management. Handling high-value or multi-asset situations carefully helps reduce the chance of later disputes and ensures that all affected property is treated uniformly under the trust’s terms. A detailed approach also supports clearer communication with beneficiaries and other interested parties about the plan for resolution.
A comprehensive legal approach ensures that all relevant legal and factual issues are identified early and addressed in a coordinated manner. This reduces the risk of incomplete relief or future challenges that could reopen matters already thought resolved. Thorough review helps identify related issues like beneficiary designations, beneficiary rights under retirement accounts, or creditor exposure. Addressing these matters together provides peace of mind by aligning title, paperwork, and court orders with the trust’s goals, which ultimately supports efficient administration and fair distribution under the settlor’s provisions.
Comprehensive handling also improves communication among trustees, beneficiaries, and other stakeholders so expectations are managed and duties are clearly defined. When a coordinated plan is in place, the court’s orders are more likely to reflect the full context of the estate plan, reducing the chance of future disputes or litigation. This measured process supports orderly distribution and asset protection strategies while minimizing surprises. It also allows attention to ancillary matters such as tax considerations, documentary corrections, and proper notice to all interested parties required by California probate rules.
Taking a comprehensive approach reduces the risk that unresolved questions will cause the matter to be reopened later. By thoroughly documenting intent, resolving competing claims, and seeking appropriate court orders, trustees and beneficiaries achieve durable resolutions that stand up to scrutiny. This careful preparation helps prevent new challenges and protects the integrity of the trust distribution plan. Consolidating issues and addressing them at once typically consumes more time up front but prevents costly delays and uncertainty in the long run, producing a smoother administration process for all involved parties.
A thorough review and court determination give trustees clear legal authority to manage and distribute assets according to the trust’s terms, reducing the risk of disputes. Beneficiaries receive confidence that decisions are grounded in a complete assessment of records and law, and trustees can act without undue hesitation. Clear direction from the court also aids in vendor or financial institution interactions when retitling or accessing accounts, enabling smoother transitions and timely administration that honors the settlor’s intentions and the trust’s provisions.
Collecting all relevant documents at the outset improves the likelihood of a favorable resolution. This includes trust instruments, account statements, deeds, transfer attempts, and correspondence that explain the settlor’s intentions. Obtain witness declarations from people familiar with the settlor’s actions or plans and preserve any communications that mention the trust. Early organization of evidence helps streamline court filings and reduces the chance that missing records will undermine the petition. Proper documentation also makes it easier to explain the situation to the court and to interested parties in a clear and convincing manner.
Declarations and affidavits are central to establishing fact patterns that support a petition. Draft statements that describe the settlor’s intent, the actions taken to fund the trust, and the reasons formal retitling did not occur. Witness declarations should be specific and consistent, detailing observations or communications that corroborate the settlor’s plan. Ensure statements address the necessary facts without speculation and attach relevant exhibits. Well-crafted declarations reduce the need for extended discovery or testimony and help the court reach a clear, well-supported conclusion.
Consider a Heggstad petition when assets were intended to fund a trust but remain titled outside the trust, potentially exposing the estate to probate or administrative delay. If the trust creator left clear instructions or took steps suggesting assets should be trust property, a petition provides a corrective mechanism. This is particularly important when timely access to assets is needed by trustees to pay bills or manage obligations. The petition aligns legal title with the settlor’s intent and helps trustees act confidently in the interest of beneficiaries while avoiding unnecessary probate procedures.
Another reason to pursue this process arises when beneficiaries seek clarity about ownership, or financial institutions require court documentation to transfer accounts into the trust’s name. A successful petition often satisfies institutional requirements and establishes the trustee’s authority to handle assets. If an asset’s status could affect tax treatment, creditor claims, or distribution timelines, obtaining an order that recognizes trust ownership can remove uncertainty. The method is also appropriate when parties prefer a focused legal remedy over opening a full probate estate, offering a more private and efficient resolution.
Typical circumstances include real estate left in the deceased’s name, bank or brokerage accounts not changed to trust title, retirement account coordination issues, and recently created trusts where retitling was incomplete. Other triggers include transfers where the settlor attempted a name change but paperwork lapsed, or where a successor trustee needs clear authority to manage property. These situations often arise after the settlor’s incapacity or passing, creating urgency for trustees to obtain court recognition to access and manage assets for ongoing obligations and distributions.
A frequent scenario involves real estate that was intended to be held in trust but remains titled in the individual owner’s name. Since deeds control real property title, failing to record a transfer deed can leave ownership ambiguous. A Heggstad petition can ask the court to recognize trust ownership when documentary evidence and other records indicate the settlor intended the property to be part of the trust. Courts examine deeds, trust terms, communications, and other relevant facts to reach a decision that aligns legal title with the settlor’s plan for distribution.
Bank and investment accounts are often overlooked during funding of a trust, leaving them in the settlor’s name and subject to probate rules. Financial institutions may require a court order to change account ownership or release funds to a trustee. A Heggstad petition supported by statements, account histories, and trust documents helps persuade the court to recognize the trustee’s authority over the account. When accounts are timely identified and supported with convincing records, the petition can prevent lengthy probate administration and enable trustees to manage assets for beneficiaries more efficiently.
Retirement accounts add complexity because beneficiary designations often control distribution irrespective of trust documents. However, when a retirement account was intended to be handled through a trust and designations are unclear or outdated, a Heggstad petition can help clarify how related assets should be treated in the broader estate plan. Coordination between beneficiary designations and trust terms is important to avoid unintended outcomes. The petition process can be part of a broader effort to reconcile designations and trust provisions so distributions align with the settlor’s overall plan.
We provide legal support to clients in Suisun and across Solano County who need assistance with trust title issues, petitions, and trust administration. Our office assists with gathering documents, preparing petitions and declarations, filing in the appropriate probate court, and communicating with institutions and interested parties. We aim to ensure the process is handled professionally and with attention to the timelines and notice requirements that California courts impose. Clients receive guidance on the likely outcomes and practical steps to resolve title discrepancies and move the trust administration forward.
The Law Offices of Robert P. Bergman bring focused experience in probate and trust matters and a practical approach to resolving title and administration issues for clients throughout California. We concentrate on clear documentation, court filings that reflect the factual record, and effective communication with trustees and beneficiaries. Our goal is to streamline the petition process while managing potential disputes and working to secure a prompt, durable court determination that aligns with the settlor’s planning objectives and protects beneficiary interests.
Our team assists clients from the initial evidence gathering through the final court order, helping to prepare declarations, exhibits, and supporting materials required by the probate court. We coordinate with financial institutions and other third parties as needed to resolve title discrepancies and ensure court orders are recognized. By anticipating common issues and tailoring filings to local court preferences, we help clients avoid unnecessary delays and make informed decisions at each step of the process to protect assets and expedite trust administration.
We also prioritize communication with beneficiaries and interested parties to reduce disagreement and encourage cooperative resolution where possible. When disputes arise, we evaluate options and advise on appropriate next steps, from negotiated agreements to contested procedures if needed. Our focus is to protect client interests while pursuing efficient outcomes under California probate rules. Throughout each matter, we maintain clear, practical guidance to help trustees fulfill responsibilities and beneficiaries understand timelines, potential outcomes, and the means for achieving a durable resolution.
Our process begins with an initial case assessment to determine whether a Heggstad petition is appropriate based on available records and objectives. We identify relevant documents, prepare declarations and exhibits, draft the petition and required notices, and file with the probate court. We handle service of process and respond to any objections or questions from interested parties, seeking a hearing date and presenting the factual record to the judge. Once the court issues an order, we assist with implementing the relief, including updating titles and coordinating with financial institutions.
The first phase centers on determining whether the facts support a Heggstad petition and collecting the necessary documentary evidence. This includes assembling trust instruments, account statements, deeds, communications, and witness statements. We evaluate whether the available proof shows settlor intent and whether other remedial paths might be more appropriate. Early investigation helps identify potential opposition, confirm the court venue, and plan a timeline for filing. A thorough review sets the foundation for a well-supported petition and reduces the chance of avoidable gaps in the record.
In this stage we prepare the primary petition and supporting declarations that explain the facts and attach exhibits. Declarations detail the settlor’s intent, actions taken to fund the trust, and the circumstances preventing formal retitling. Supporting exhibits may include trust documents, bank statements, deeds, and correspondence. Careful drafting ensures the court receives a coherent narrative with factual support. Clear exhibits and organized evidence make it easier for the court to understand the situation and assess whether equitable relief is appropriate under California law.
The petition must comply with notice and service requirements to ensure interested parties receive proper information and the court can proceed. We identify beneficiaries, heirs, creditors, and others entitled to notice, prepare the necessary forms, and coordinate service. Proper notice reduces procedural objections and can encourage resolution without contested hearings. Ensuring that all procedural requirements are met minimizes the risk of continuances or dismissals and helps move the petition forward on a defensible procedural footing.
After filing the petition, the next phase involves serving all required parties, responding to any initial questions, and preparing for a hearing. We monitor local court scheduling and prepare any further affidavits or evidence requested by the judge. If opposition arises, we assist in negotiating stipulations or preparing responsive pleadings and evidence. Throughout this phase, communication with the court clerk and careful adherence to procedural rules is essential to preserve the record and maintain momentum toward a hearing and final order.
If objections are raised, we evaluate their merits and seek opportunities for resolution through negotiation or stipulation when appropriate. Settlement discussions can lead to agreed orders that save time and expense, while contested objections require evidence-based responses and potential hearings. We prepare counter-declarations, gather additional evidence, and work to narrow disputed issues. Where settlement is not achievable, we support trial preparation by organizing exhibits and witness statements to present a focused factual case to the court.
Preparation for a hearing includes finalizing declarations, organizing exhibits, and clarifying the factual narrative to present to the judge. We review local courtroom protocols, prepare hearing notebooks, and coordinate witness availability. Thoughtful preparation helps the judge quickly understand the intent behind asset transfers and the supporting documentation. On the hearing day, presenting the evidence clearly and concisely increases the chance of a favorable ruling that recognizes trust ownership and grants the relief needed for the trustee to manage or distribute the asset under the trust terms.
Once the court issues an order recognizing trust ownership or granting other relief, we assist with implementing the decision. This includes preparing certified copies of orders for financial institutions or county recorders, coordinating retitling of accounts or deeds, and advising trustees on steps to manage distributions under the trust. We help ensure the order is correctly applied to each asset and that subsequent administrative steps comply with the trust terms and applicable law. Follow-through reduces the chance of future disputes and supports orderly trust administration.
After obtaining an order, practical steps include providing certified copies to banks, brokerage firms, and county recorders so accounts and deeds can be retitled or recognized in the trust’s name. Institutions often have internal procedures to follow once they receive a court order, and we assist by explaining the order’s effect and ensuring they accept the documentation required to change title. Effective coordination speeds up account access for trustees and minimizes friction in implementing the court’s decision across multiple entities.
Once title issues are resolved, trustees can proceed with ongoing administration, including paying debts, filing required tax forms, and making distributions consistent with the trust terms. We advise trustees on recordkeeping practices, accounting obligations, and best practices for communicating with beneficiaries. Continued legal support can help navigate follow-up matters such as transferring proceeds, resolving residual disputes, or addressing ancillary filings that may be necessary to complete administration in a manner consistent with the settlor’s intent.
A Heggstad petition is a court filing that asks the probate court to treat assets titled in an individual’s name as trust property when evidence shows the settlor intended the asset to be part of the trust. It is commonly used when formal retitling did not occur but other documentation or conduct indicates the settlor’s intent. The petition frames the factual record and requests equitable relief so trustees can manage and distribute the asset under the trust’s terms rather than through probate procedures. Proper preparation focuses on clear, corroborated evidence and compliance with court rules. The petition process involves gathering trust documents, relevant account statements or deeds, witness declarations, and any communications demonstrating intent. The filing requires providing notice to interested parties and following local probate court procedures. If there is minimal opposition and the evidence is persuasive, the court may issue an order recognizing trust ownership. When disputes arise, the matter may require additional proceedings to resolve competing claims or objections before the court issues final relief.
The timeline for a Heggstad petition varies based on local court schedules, the completeness of supporting documentation, and whether objections are raised. When records are well organized and notice is accepted without contest, many matters proceed more quickly, sometimes resolving within a few months. However, contested matters or cases requiring further factual development can take longer. Scheduling hearings, complying with procedural timelines, and allowing time for interested parties to respond all influence the overall duration of the case. Preparing a comprehensive filing early and coordinating prompt service of notices can help reduce delay. Working with counsel familiar with Solano County probate procedures aids in anticipating local practice and securing timely hearings. If opposition arises, additional time is needed for discovery, declarations, and potential settlement negotiations, which extends the timeline. Clear expectations and proactive case management help clients understand likely timeframes at the outset.
Persuasive evidence includes trust documents that reference the asset, bank statements showing transfers consistent with trust funding, deeds or attempted transfer forms, and declarations from the settlor or witnesses describing the intended ownership. Written communications such as emails or letters that indicate the settlor’s plan to place the asset in the trust are also useful. The court evaluates the totality of the evidence, so consistency across multiple sources strengthens the petition. Affidavits from trustees, family members, or third parties who witnessed the settlor’s intent can corroborate documentary records. Timely preservation of these materials is important. Institutions may also provide transactional histories that demonstrate attempts to transfer ownership. Clear, organized exhibits accompanied by factual declarations make the case more straightforward for the probate court to assess.
A Heggstad petition can permit assets to be treated as trust property, which often avoids the need to administer those specific assets through probate. When the court recognizes trust ownership, the trustee can manage or distribute the asset under the trust’s terms rather than through probate administration. That said, whether probate is necessary depends on the full estate picture and whether other assets or formalities require opening a probate estate for unrelated reasons. In some cases, if significant assets remain outside the trust or creditor claims must be addressed, probate may still be needed for certain matters. The petition is a focused remedy aimed at correcting title for specific assets and is commonly used to prevent probate for those assets when evidence supports trust ownership.
Notice requirements depend on California probate rules and the specific court’s procedures, but generally interested parties include beneficiaries, heirs at law, trustees, personal representatives, and known creditors. Identifying all parties entitled to notice is a key early step to ensure the filing is procedurally correct and to reduce the risk of procedural challenges. Proper service and proof of notice are typically required before the court will proceed to decide the petition. Failing to provide appropriate notice can cause delays or require refiling, so careful identification and timely service are essential. Counsel assists in preparing and serving required notices in compliance with local rules, preparing declarations of service, and addressing any questions or objections that arise from parties who receive notice of the petition.
Many financial institutions will accept a certified court order that recognizes trust ownership or confirms a trustee’s authority, but institutional policies and required documentation can vary. Providing a certified copy of the court order together with trust documents, identification, and any forms the institution requires usually satisfies the institution’s compliance needs. Coordination with the institution ahead of time can help anticipate required steps and speed the process of retitling or releasing funds to the trustee. If an institution raises additional requirements, counsel can assist by explaining the order’s effect and providing supplemental documentation. In some cases, institutions request a specific form or additional proof before completing retitling; addressing those requests promptly helps implement the court’s order and restore trustee access to accounts and property.
If an interested party objects, the court will consider the objection and may schedule additional proceedings or require further evidence. Objections can lead to negotiations or settlement discussions, and many disputes are resolved without full trial through stipulation or mediated agreement. If objections are litigated, additional declarations, evidence, and potentially witness testimony may be necessary to resolve the contested issues and support the petition. Anticipating possible objections and preparing responsive documentation early improves the likelihood of resolving disputes efficiently. Counsel evaluates the merits of objections, responds with factual support, and seeks resolutions that protect the trust’s position while respecting parties’ rights. When issues cannot be resolved informally, the court decides after considering all presented evidence and arguments.
Alternatives to filing a Heggstad petition include pursuing a quiet title action, declaratory relief in other forums, negotiated transfers or signed acknowledgements by interested parties, or opening a probate estate when appropriate. The best alternative depends on the facts, the type of asset, and the interests of beneficiaries and creditors. When parties can agree, voluntary transfer or corrective documents may achieve the desired outcome without court intervention. However, when cooperation is lacking or institutions require a court order, a petition often provides the clearest path to formal recognition. Evaluating alternatives requires a review of documentation, potential opposition, and the practical consequences for asset management and distribution under the trust.
After a successful petition, trustees use the court order to effectuate retitling, provide institutions with certified copies, and manage or distribute assets under the trust’s terms. The order serves as legal authority for trustees to act, allowing them to access accounts, transfer deeds, and satisfy obligations. Trustees should retain records of all actions taken pursuant to the order and follow proper accounting and notice practices to beneficiaries as required by the trust and California law. Trustees may also need guidance on tax reporting, creditor notices, and subsequent transfers. Counsel assists with implementing the order consistently across institutions and advising on the next steps for robust administration, ensuring that distributions and management comply with the trust’s provisions and the probate court’s directive.
To begin, gather the trust documents, any deeds or account statements related to the asset, and any communications that indicate the settlor’s intent to fund the trust. Compile witness names and contact information for anyone who can corroborate the settlor’s plan. Contact our office to arrange an initial consultation to review the materials, discuss likely outcomes, and plan the next steps for filing a petition if appropriate. Early assessment allows identification of potential procedural issues, required notices, and documentation gaps. With a clear plan, we prepare the necessary petition, declarations, and exhibits, handle required service, and guide the matter through court proceedings to seek an order recognizing the asset as trust property.
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