When property is accidently left out of a trust, a Heggstad petition can be used to get a court order confirming that the asset is actually part of the trust estate. A Heggstad petition can help keep the house or account left out of the trust from having to go through probate.

Sample Heggstad petition form and examples of key Heggstad petition terms and allegations. Although seemingly straightforward, a Heggstad petition requires consideration of numerous technical details. Because many petitions are uncontested, courts are particularly concerned with making their own effort to confirm that petitions meet all requirements.

How to win a Heggstad petition in Orange county.