Family Trust?

You are under no obligation to stay with the original attorney's law firm. Find an estate planning attorney you are comfortable with.

Can CA lawyer who created will and trust, but is not successor trustee, legally give copy of trust to beneficiary?

If the trustor passed away (and the trust is irrevocable), you have a right to a copy of the trust as the beneficiary. Write a letter to the...

Do I need lawyer if I do not want my trust to go into effect.

I agree with my colleague, Ms. Santaella. Your daughter is not responsible for your debts simply because you have a trust or because she is named...

What documents do I need to demand a full accounting of a trust that is being managed by an attorney?

You should receive an accounting at least once a year. If you have some questions regarding any specific items or want specific information, you...

California Trust Administration - lodge/deposit original Will requirement

Yes, the original Will must be lodged with the Court. But if there is also a trust, it is a “pour-over” Will, which will not have much personal...

Estate Vs A Trust

I agree with my colleague - you need to have this reviewed by counsel. Give them a copy of the relevant insurance policy/beneficiary...

Were all the relevant assets correctly transferred into the trust? If not, you may need to file what is called a “Heggstad” petition to transfer a...

How to I find a copy of the a Living Trust.

Send a written request to the trustee (sounds like that may be your older brother), asking for a copy of your father's trust.

How do I recover my share of ire?

Consult with a local trust & estate litigator asap, and have him review the terms of the trust with you, along with a detailed review of all the...

What will happen?

If your father was unaware of what he was doing (in executing that Deed), there could be a claim for undue unfluence and even possibly financial...