You need to file a Petition to Appoint a Conservator of the person or estate (or both if you want both). In the Petition, you request that the...

As an executor to an estate, am I required to give the actual will to anyone who requests it, or is a copy sufficient?

You should never give an original Will to anyone other than the Court. In fact, in California the original Will is required to be lodged with the...

Is an attorney needed to cash out a deceased parent's trust or can the adult children/beneficiaries do it themselves?

I agree that an attorney is not mandatory, but it never hurts to make sure things are being done properly. As for taxes, it is best not to have...

Attorney-client privilege rules - what more can I do?

I agree, and you may have to file in Court to either (1) declare dad incompetent so the successor trustee can take over, or (2) have a conservator...

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Dad passed and My oldest brother became trustee of the Family trust.. Also appointed power of attorney for my mother by sister.

I agree with the answer above, except that a child who is a remainder beneficiary can hold the Trustee accountable while mom is alive IF mom lacks...

Mom had a living trust when she died in February. Can I use a fiscal date Jan 2014?

Technically, your CPA is right that a Trust is required to have a calendar year. BUT a Trust can elect to be treated as an Estate (as in a probate...

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Is an estate (home) which is taken out of a revocable living trust still governed by the trust?

Was your father a beneficiary of your grandmother's trust? Was he allowed to receive the house outright or was it left in Trust for your father's...

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Does community prop. of a married couple automatically go to wife when husband dies?

The one thing I would add is that if property is held as "community property with right of survivorship", which is available in California, then...

What is the quickest way for an estate administrator to recoup his or her expenses?

I don't mean to disagree with the other answers, but in California an Executor can pay themselves back from expenses (EXPENSES ONLY) out of the...

In Riverside County, CA my step-father's mother died with a will/living trust.

I agree with the other responses. I would add that the only way to force your brother to share the property is to go to Court. The Trustee should...