How do I get A copy of my Mothers Trust

When a trust becomes irrevocable, the trustee must provide the beneficiaries and the decedent's heirs (those who would receive the decedent's...

I also believe it is important for your attorney to have the statements. I like to include the account numbers on the schedule to the Trust that...

Estate gift question

Mr. Davidson provided you with excellent advice. The additional information you added still doesn't provide enough information to answer your...

Can I file for letters of administration if asked to do so by decedents family members

With all due respect to Mr. Weinstein, because you indicated that all of the relatives live overseas, the relatives do not have the authority to...

I agree with the prior responses, except that Mr. Hiersekorn is incorrect when he says that you get all of the separate property if your husband...

Does a home owned in Ca automatically transfer to the surviving spouse at death or does it have to go through probate?

In California, the answer is a little more complicated than a simple "Yes, you need a probate." You NEED to see an attorney to advise you on this...

Executrix, also the residuary beneficiary, has transferred things to herself but not to other beneficiaries until clearance cert

You NEED to speak with an attorney to assist you with this matter. There are a number of issues that are raised by your question. There is also...

Fee for executor of will in CA

The executor’s fee is calculated based upon the gross value of the assets of the probate estate according to the following schedule: (1) Four...

What are the reporting requirements for a trustee?

Under California law, the trustee of a trust has a number of duties to the beneficiaries. The Trustee should have provided you with a...

Should we have a new deed drawn?

You need to see an attorney to assist you. That attorney will need to review the trust to determine the distribution. The assets of the trust...