You should contact a Bay Area estate planning/trust administration attorney to assist you. Perhaps this attorney could create a new certification...

Which information are legal to discuss with others about living trust if I am someone else's successor trustee?

You are not an attorney so you are not bound by the attorney-client privilege. But California does have very strict privacy laws. I would not...

I heard that Stanley Mosk court is to going digital filing, what does mean? How does this affect my probate case?

Call the probate clerk and ask or check the local rules of court. You should find your answer.

If two unrelated persons own stocks jointly and one of the parties dies who owns the individual stocks?

It depends on how title is held. If held as joint tenant then the surviving person will own the entire stock. If not held in joint tenant, then...

Generally speaking, states will recognize the validity of out of state estate planning documents if executed properly. You should consult with a...

What Civil Code Section states that a letter of resignation of a co trustee must be notarized?.

You need to look at the trust document for resignation of trustee procedures. Many trust documents do not require the resignation of trustee...

My mother left me a house in her will. She has since passed away. How do I remove her name as owner?

You need to execute and record the requisite affidavits with the local county recorder's office. Consult with a probate attorney to help draft the...

Stock certificate left by a deceased family member-whom to contact and would funds be listed in unclaimed money or clearinghous

You should provide the appropriate documents (e.g., death certificate) to the holder of the stock certificate. You can also check online for free...

SSI recipient living in commercial property designated "non-residential" by County Assessor

When you are potentially dealing with , real property, SSI benefits and special needs trusts, you should consult with a medi-cal planning and...

You should present Fidelity with a Certification of Trust. You can also give them excerpts of the trust evidencing the identity of the trustee and...