I have to send successor trustee notification to beneficiaries along w/ trust/will documents? Or all documents in trust binder?
Anna's answer
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Answered on May 09, 2021
You need to send the Probate Code 16061.7 notice, the trust and all amendments/restatements to the trust. Send the pour over will as well. No need...
Is a disinherited child entitled to successor notification letter and copies of will and trust? Best way to give the documents?
Anna's answer
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Answered on May 09, 2021
Yes, all heirs and beneficiaries are entitled to the Probate Code 16061.7 notice and a copy of the will and trust. Even if a child has been...
Need to obtain original copy of DPA signed July 20, 2000 Notarized by Joseph R. McGlinchey while working in law office
Anna's answer
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Answered on May 08, 2021
Is Michael McGuire an attorney? If so, look for his contact information on the California Bar website www.calbar.ca.gov.
Probate without a will, house, and credit card debt. My mother passed 2 names on the title Mom and a non relative. Who executor?
Anna's answer
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Answered on May 07, 2021
An executor is named when there is a will. Without a will, the person handling the estate is called an administrator. There is an order of priority...
What is the actual date of inheritance when selling a property I was granted full Authority for? I’m asking for CGT reasons.
Anna's answer
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Answered on May 06, 2021
For capital gains tax purposes and for property tax purposes, the date of transfer (or date of inheritance) will be the date of death.
Is it norm to have a beneficiary in a trust account to sign a release within 30 days of going into effect ?
Anna's answer
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Answered on May 06, 2021
What type of release is she being asked to sign? Is it a release of liability of trustee? If so, this should not be signed until the trust...
How write a letter to probate court on waiver of bond?
Anna's answer
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Answered on May 06, 2021
You need to submit a signed declaration stating all of the facts concerning the items listed in Local Rule 4.41(c). Here is a declaration form:...
At what point can a PR sell a vehicle and put the proceeds into the estate account?
Anna's answer
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Answered on May 06, 2021
The appointed administrator/executor can sell the vehicles while the probate case is pending. The administrator/executor has a duty to get the best...
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What do I need to sign to remove myself as a trustee of a trust?
Anna's answer
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Answered on May 03, 2021
Whille attorney Gaffney's response is correct, most financial institutions will want to see a signed and notarized Declination to Act as Trustee....
Community property state marriage question
Anna's answer
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Answered on May 03, 2021
In addition to what counsel above have already advised, please note that a revocable trust does not offer creditor protection. You would need a...
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