Can the executor of a will change the trust name without consent of others in the will?
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Answered on April 11, 2014
Your sister cannot change the name of the trust; however did she change the name of the trust or the name of the trustee? She may have changed her...
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I just finished creating a trust. Now, I need to re-title my property. What should my title look like?
Roberta's answer
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Answered on April 11, 2014
The best thing to do is go back to the attorney who prepared the trust for you and ask them prepare a deed putting your share into the trust. You...
A specific bequest to a beneficiary is not included in the probate inventory and the case has gone to court
Roberta's answer
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Answered on April 11, 2014
There's really not enough specific information to give a definite answer. First we need to know if this is a bank account and if you are listed as...
What happens when you don't know the whereabouts of heirs-at-law?
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Answered on April 03, 2014
I would try to locate the original probate or trust administration paperwork if possible - that will give you a good starting point. You will have...
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How do i get the court to consider myself a part of the existing probate case. What exactly does the cover sheet need to say?
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Answered on March 12, 2012
There are many variables you have brought up. First, you may file a creditor's claim against the estate for the mortgage payments you made and any...
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Can credit card companies file claims against a Trust of deceased
Roberta's answer
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Answered on February 15, 2012
I'm sorry for your loss. Normally the creditors can only come after the assets held in the estate, so if there is no cash in the estate, they may...
California probate. Dad died in November leaving us $125,000. Will it now be a small estate for probate purposes?
Roberta's answer
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Answered on January 05, 2012
As long as all the assets in the estate are less than $150,000, you do not need to go through probate, unless there is real property involved. If...
Prop 58 parent to child tax exclusion question about filing claim and transferring property
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Answered on January 04, 2012
The reason for the Prop 58 claim is so that you inherit your mother's valuation by the Property Tax Assessor for property taxes. In order to keep...
Is a thank you gift appropriate?
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Answered on January 02, 2012
Any gift you give would be greatly appreciated, I'm sure. It's not often that an attorney receives a gift and anything is nice. A thank you note...
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After being appointed as executrix, do I need the attorney anymore from that point? I don't right?
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Answered on November 09, 2011
It depends on the circumstances, but most people are not able handle the work on their own. Getting appointed is only the beginning, then there...
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