Beneficiary

To expand on the last answer, beneficiary designations will generally override contrary trust provisions. So, the first step is to check the...

As you appear to have read, Probate Code section 16071.7 requires that the trustee send a specific form of notice to the deceased person’s heirs...

How much for power of attorney reversal?

Generally, the person holding the power of attorney is your agent - kind of like an unpaid employee. This means that, as long as you have legal...

Assuming that all beneficiares agreed to your distribution plan, the distribution of all assets has been acknowledged, your final accounting has...

Does the signing of a wil need to be witnessed?

Although there are exceptions (such as for holographic wills where the signature and material provisions are in the handwriting of the testator)...

I have seen some unusual trusts but never one that didn’t make any provision for distribution after the death of the settlor. However, many trusts...

On the surface, you are proposing to use what appears to be your disabled daughter's money to bail out your mortgage. This doesn't smell right in...

Can I sue my aunt's estate to collect money owed to me

Yes you can probably sue, but I think your real questions are whether you will win and how much you can collect after the expense of suing...

Hello! I have had a living trust in place for many years and recently purchased a condo. How do I add it to my trust? Thanks.

It is usually a simple matter to add your condo to your living trust but I can't tell exactly what to do without reviewing your will, trust and the...

For my property to be equally divided between my four adult children what forms do I need to have on file to ensure this happens

For your children, you need some kind of will. Some kind of trust may help. You need to coordinate your property titling and beneficiary...