I always submit a PCOR with an Affidavit of Change of Trustee to avoid the client paying the extra $20 recording fee, and to establish the...

The trust should be funded with at least one asset or with money for the trust to become immediately effective. Generally, further funding of the...

Yes, and in many family trusts, this is very common. Every situation is different of course, and it may be advantageous to have a successor...

Estate Law. In California, how many witnesses are required to validate a Testators signature on a will ?

Two witnesses present together with the testator at the time of the signing, and the signing of the witnesses.

If this is a joint tenancy with right of survivorship account, it should not be included in the inventory of the probate estate as a general rule. ...

Will estate need to pay creditors listed on will?

Usually creditors are not listed in the will. If this is a California probate, and the claims period has not expired, a creditor may make a claim...

How can we find out whether we are beneficiaries in a Trust ?

I agree with the previous answers. Even if the trustee, for some reason, refuses to give you a copy of the trust document; you may want to ask...

I agree, the mere fact that the power of attorney is handwritten is not a problem. The problem is that there are various kinds of powers of...

Is "pay on death" or "transfer on death" good enough?

Sure, you could do it that way, but I believe the testamentary trust will have to be created by the probate court, as the beneficiary of your POD...

What is the tax burden on a home that is in a living trust

It somewhat depends on the year that the decedent passed away. Generally, the tax basis "steps up" to the fair market value on the date of death. ...