What are my rights as a Trustee-Beneficiary with 3 equal Trustee-Beneficiaries?

You have a complex fact pattern. One of the reasons to remove a trustee is the inability of co-trustees to work cooperatively together. It would...

Does my living trust with you need to be updated?

It is unlikely that you would still need to have an A - B trust split on the death of the first spouse. As my colleague said above, it would be a...

Do I need to start a home loan process before or after staring a 'revocable living-trust' process?

It shouldn't matter either way. In my experience, lenders will lend only to individuals, and not to trustees. The most important thing to take...

Assets in the trust will pass to the beneficiaries in accordance with its terms. A will would only be necessary in the event that one or more...

A strange request from a random lawyer about getting our social security numbers

It is normal when administering a trust after the trustor has died to require the beneficiaries to sign W-9s and provide the successor trustee with...

My mom is the trustee of my stepfather's asset and I am the alternate trustee. Could I act as the trustee after my mom died?

I am sorry for your loss. You will need to consult with an experienced trust administration attorney. For any real property, you will need to...

My dad had a living trust that's stating my sister could live there as long as she wants. Can we force her out so we can sell?

Your sister may be able to stay in the house for as long as she wants until her death, which would be a life estate, as mentioned above. Those are...

From your question, it appears that what you call a board of trustees is the governing body of your church. Whether having a mother and daughter...

When a trustee does not act on a beneficiaries behalf, can they be held liable?

I am reading between the lines, but it would appear as though your mother's trust provides that your sisters, as successor co-trustees, control...

Can a successor trustee sell a property from the trust after death or does it need to be put in their name first

You would prepare an Affidavit - Death of Trustee in recordable form and then have it recorded in the county in which the real property is located....