Archived
What kind of proof of guardianship do I need to withdraw money left for my son from his grandfather?
Hayward's answer
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Answered on July 19, 2017
you need to provide more information about the account and the circumstances of how grandp left the money. And, we are assuming your son is still a...
How to certify a will after death?
Hayward's answer
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Answered on July 18, 2017
Sorry for your loss. It sounds like you are referring to certified letters of administration. Did your husband have a will or trust? If not, you...
Archived
I have a revocable living trust. My husband. And I were the trustees. My husband passed away. Can I make my son a trustee?
Hayward's answer
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Answered on July 17, 2017
Whether or not you can add your son as a trustee depends upon the type of trust you and your husband created. If it was a simple joint trust where...
Archived
I am a successor trustee for sisters trust I believe it could be contested can I use the income from trust to pay legal fees.
Hayward's answer
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Answered on July 17, 2017
I agree with what Attorney Lindsley said. First and foremost you do need to consult an attorney. Many attorneys will guide you through the process...
Archived
When does an executor of the trust have power to withhold money?
Hayward's answer
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Answered on July 17, 2017
The Trust determines the powers of the trustee (an executor is a person named in a will to administer the will}. What your brother is doing is not...
If an heir in a living trust marries, how necessary is it to change her last name in the trust to her new, married name?
Hayward's answer
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Answered on July 17, 2017
Do you know who your father named as his successor trustee? That is the person or persons that will administer his trust after his death, They...
Archived
Grandma died without a will or trust - my dad is sole surviving child. What do we do?
Hayward's answer
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Answered on July 14, 2017
Estates valued at over $150,000 must be formally probated in California. Your dad will take everything under Cal. Probate Code 6402. Yes, you will...
Archived
I sent certified letter to step mom about getting a copy of my fathers living trust how long do I wait to get a copy of it?
Hayward's answer
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Answered on July 14, 2017
When an individual with a revocable trust dies, the trust becomes irrevocable. When a one of the settlor's of a joint trust dies and part of that...
Do I need to fill out a small estate affidavit to collect a life insurance policy for an estate??
Hayward's answer
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Answered on July 13, 2017
Assuming I properly understand your circumstances, My response would be as follows: If the life insurance is the only asset that is not in the...
Is there a California statue that allows the trustee of a living trust to gift property in the trust?
Hayward's answer
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Answered on July 13, 2017
Assuming your uncle is the trustee of his living trust, he can do whatever he wants with the trust property.
This presumes that the trust is...
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