What happens if I transferred my property into a living trust but I never signed and notarized my Califor living trust document?
Merrianne's answer
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Answered on March 22, 2021
Technically, by transferring your home into your trust you created a trust. The trust document itself SHOULD be signed ASAP. It's not necessary...
What type of lawyer does?
Merrianne's answer
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Answered on March 22, 2021
You need an attorney who is familiar with how an RDP relationship is treated under the law. In California RDP's have all the rights and are...
What's the difference between a trust created by a Probate court Vs an attorney's office??
Merrianne's answer
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Answered on March 20, 2021
I agree with Ms. James. If a will includes language creating a trust, the court's order may include that but the court does not create any trusts. ...
What resources do Attorneys use to create "probate-avoiding" Trusts, bypassing state law?
Merrianne's answer
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Answered on March 20, 2021
I would add to Mr. Gaffney's reply by telling you that the software some estate planners utilize cannot be used by someone who doesn't have a firm...
Trustee of my mom’s estate. Died in CA with a Trust, so no probate. Do I have to run a Notice to Creditors & how many days?
Merrianne's answer
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Answered on March 18, 2021
There are a few things you MUST DO but notice to creditors may not be one of them. You need to consult with a trust administration attorney to get...
Do I need to get probate lawyer?
Merrianne's answer
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Answered on March 18, 2021
I heartily agree with the advice above to consult with a probate attorney in your area. Make sure the attorney you talk to has actual experience...
How long does it take to get a letter of administration- what is the process, what docs are needed and how much does it cost?
Merrianne's answer
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Answered on March 18, 2021
I agree that your mom should talk to a local probate attorney. If title to the house was held as joint tenants between your aunt and mom, that's...
Payment for executor/conservator duties
Merrianne's answer
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Answered on March 16, 2021
I'm going to assume that your mother actually has only a will and not a trust since you mention a codicil. If your mother has an estate planning...
How much change happens when a Living Trust is changed from two equal siblings to one listed as first trustee n second trustee?
Merrianne's answer
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Answered on March 16, 2021
I agree with my colleagues above. I'd add this suggestion though - consult with an attorney with experience in trust administration AND trust...
Do I need to open a separate trust checking account for parents trust?
Merrianne's answer
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Answered on March 15, 2021
You should contact a trust and estates attorney for a consult. Most will give you a half hour free of charge to figure out what services you might...
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