Are the will, trust, legal forms online or bought at my local office supply store legally binding if notarized in CA
Charlene's answer
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Answered on October 13, 2014
Kudos to you for thinking ahead about planning your estate. However, you need actual, relevant LEGAL advice that considers all of your goals as...
Archived
Estate of single child no childrenp
Charlene's answer
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Answered on October 06, 2014
They can. In CA, if the amount in the account & estate is under $150,000, they will likely want a small estates affidavit and death certificate...
Can caregivers be executors of a trust and will in California?
Charlene's answer
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Answered on October 05, 2014
You stated that the caregiver is the executor of a TRUST. If you are an heir/beneficiary, you have a right to a copy of the trust which you should...
Archived
I need to know how to find out for sure if im an heir to my great uncles estate.
Charlene's answer
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Answered on October 05, 2014
It will depend on the status of the situation. Is there a probate case opened?
If you had legal representation, you could request to be notified...
Archived
Does daughter need to amend parent's living trust.
Charlene's answer
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Answered on October 01, 2014
It will depend on how the documents are drafted. IF they named the daughter as successor to the son in the event he could not carry out the...
Archived
My sister passed away and I am the executor. She has a mobile home that needs to be sold however the loan for it is in her name
Charlene's answer
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Answered on October 01, 2014
You MAY need to file a Petition for Probate IF the total value of all of her assets exceeds $150,000. It is highly recommended you consult with an...
Archived
Hello...where can i get a copy of family trust online?
Charlene's answer
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Answered on October 01, 2014
I agree that you, as beneficiary, are not entitled to access to the Trust of Will unless the grantor/testator wants to provide it to you while they...
Does property specifically bequeathed to an individual have to be included in the value of the estate in a probate case?
Charlene's answer
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Answered on October 01, 2014
YES. All property of any value must be included in the inventory of assets of the decedent. The only way to have avoided this is if there was no...
Archived
Is it possible to have co-trustees removed without challenging the trust. I need help to gain legal access to bank info
Charlene's answer
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Answered on October 01, 2014
You can definitely challenge the trustees on the basis of not handling their fiduciary responsibilities without it being seen as a challenge to the...
Archived
Do I need to see a lawyer regarding my parents' trust after my father's passing?
Charlene's answer
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Answered on October 01, 2014
If you are the successor trustee, you have certain duties and liabilities of which you may not be fully aware.
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