Real estate dept. in bank won't give me a copy of policy... Mick

Your question is missing information. What policy? Is it a life insurance policy or a title insurance policy or some other type of policy. If I...

There is a CA trust with a pour over will. The will has a no-contest clause How does that apply?

I need more information to properly answer your question. Is the testator (person who created the will) and Trustor (person who created the trust)...

I am one beneficiary of a trust. I need to see court documents from CA probate court. How do I get it?

You can go to the Orange County Central Justice Center in Santa Ana and review the file at the clerk's office on the first floor. You can purchase...

I agree with Attorney Burbank's answer. You need to have the trust reviewed by an attorney to see what powers are actually granted to you. If you...

What is the best way to avoid bond for nonresident executor of a Will in Orange County Probate court?

You may amend your Petition to request "Limited Authority" which will allow the Court to waive bond for a non resident executor. Limited Authority...

My mother just passed with no will, I am only child. My father deserted us 30 years when I was a minor. Her pension?

If your father is willing to waive his rights to your mother's estate, you can submit the waiver to the court and obtain an order awarding you...

Are my family members trying to scam me?

You can write to the Trustee and inform him/her that you are uncomfortable sending your social security number to a P.O. Box. Request that they...

What can I do to get information on a trust ?

The prior answering attorneys are correct in their analysis of your situation regarding the trust. I would add that, as a beneficiary of the...

Can we keep the house in probate, and do we have to any tax ?

Attorney Armstrong's analysis and answer of your question appears to be correct. As a point of clarification, your parents house receive a step-up...

Calif probate court

If the proceeding you are referring to is a probate, you can either file a claim against the estate or file a petition regarding your rights in the...