# Understanding Heggstad Petitions and Trust Funding Issues

Page: https://stenobird.com/podcast/the-legal-podcast-network-6936259/understanding-heggstad-petitions-and-trust-funding-issues
Text version: https://stenobird.com/podcast/the-legal-podcast-network-6936259/understanding-heggstad-petitions-and-trust-funding-issues.md
Podcast: [The Legal Podcast Network](https://stenobird.com/podcast/the-legal-podcast-network-6936259)
Published: 2026-07-20T17:42:26+00:00
Episode link: https://thelegalpodcastnetwork.podbean.com/e/understanding-heggstad-petitions-and-trust-funding-issues/
Audio file: https://mcdn.podbean.com/mf/web/xj5jmzz7njee5aak/Adam_Grant_Full_EP_118uzgd.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-legal-podcast-network-6936259/episodes/understanding-heggstad-petitions-and-trust-funding-issues
Duration seconds: 621

## Resource

In this episode of Protecting Your Legacy with Estate Planning, host Chelsey is joined by Adam Grant, founding attorney of Stonewood Law Group PC, to discuss the intricacies of Heggstad petitions in California. Adam explains the significance of these petitions, which follow California probate code 850, and how they help resolve trust funding issues when assets are not properly transferred into a trust. The conversation delves into common scenarios where assets fall outside of a trust, such as during refinancing or when acquiring new property, and how a Heggstad petition can guide the court to honor the original intent of the trustor. Listeners will gain valuable insights into the importance of maintaining updated trust records and the potential pitfalls of a ”set and forget” mentality. This episode is essential for families looking to avoid probate and ensure seamless trust administration.

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## Transcript

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