Can my mother change a family trust will after my father has passed away

Asked over 1 year ago - San Luis Obispo, CA

Can my mother change a family trust in a will? who can contest it? If it's contested will they be excluded from the will?

Attorney answers (6)

  1. Marcus William Morales

    Contributor Level 13

    7

    Lawyers agree

    Answered . You will need to look at the terms of the trust. Call a lawyer and have him or her review the trust.

    Marcus W. Morales, Esq.
    115 W. Mission St.
    Santa Barbara, CA 93101
    www.marcusmoraleslaw.com
    (805) 845-5405

    All content posted on marcusmoraleslaw.com and avvo.com is for educational purposes only and should not be relied... more
  2. Bert Z. Tigerman

    Contributor Level 15

    5

    Lawyers agree

    Answered . I assume that what your mean is that there is a trust established pursuant to the terms of your father's will. To some extent it will depend on the terms of the trust; it may be that as to your father's share of the community property the trust is now "fixed." But as to the share of the estate that belongs to your mother, it may be changed. You really need to consult with a Probate/Trust lawyer to determine your mother's rights.

    DISCLAIMER: The response herein is not legal advice and does not create an attorney/client relationship or any... more
  3. Gregory Paul Benton

    Contributor Level 20

    5

    Lawyers agree

    Answered . Not to sure if you are asking about a revocable trust or a will here as the two documents are entirely separate and distinct and require two totally different processes to execute. In order for someone to be exclused from a will or trust there must be explicit language in either the will or the trust that disallows this and if the contest is not successful then the person contesting will not receive anything from the estate. Also, generally, a person can change a trust or a will at any time prior to their passing. Once they pass, the trust or the will cannot be changed.

  4. Charles Adam Shultz

    Contributor Level 19

    4

    Lawyers agree

    1

    Answered . Your question is not entirely clear, but I am going to assume you are saying that you dad created a trust through his Will. That would be a testamentary trust and thus really created by order of the Probate Court. If the Trust provisions gave your mother a limited or general power of appointment the provisions could be changed pursuant to that power.

    Contests in California are a different issue. They are strictly construed. Contest of one document is not necessarily a contest of another document. The instuments have to be carefully reviewed as well as what action you propose to take. This should be done by an attorney with knowledge of the area (trust or probate litigator - dont get just any litigator. This is a specialized area).

    If your parents did a joint trust while alive, or your dad had his own living trust, the terms of that trust will provide your mothers rights of revocation, amendment or otherwise changing its provisions.

    The general advice above does not constitute an attorney-client relationship: you haven't hired me or my firm or... more
  5. Rosemary Jane Meagher-Leonard

    Contributor Level 15

    4

    Lawyers agree

    Answered . Attorneys Morales and Tigerman are correct. In order to properly answer your questions, the trust should be reviewed by an attorney. The terms of the trust are controlling as to whether it can be amended or not following the death of the first spouse to die. For example, certain trusts provide that a trust may be amended or revoked during the life time of both trustors but cannot be amended, at least to the predeceased spouse's share, when that spouse dies.

    As to whether a challenge to the trust is considered a contest for purposes of disinheriting the challenger also depends on the terms of the trust and the exact nature of the challenge. Again, you should discuss this with an experienced trust attorney.

    Disclaimer: The above answer does not create an attorney/client relationship. My responses are intended to provide... more
  6. Joseph Franklin Pippen Jr.

    Pro

    Contributor Level 20

    4

    Lawyers agree

    Answered . The trust document must be reviewed before you can get a totally
    accurate answer. Otherwise we are all guessing at the answer.

    The answer given does not imply that an attorney-client relationship has been established and your best course of... more

Can't find what you're looking for? Ask a Lawyer

Get free answers from experienced attorneys.

 

Ask now

29,583 answers this week

3,175 attorneys answering

Ask a Lawyer

Get answers from top-rated lawyers.

  • It's FREE
  • It's easy
  • It's anonymous

29,583 answers this week

3,175 attorneys answering