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My mom died 6 weeks ago dad is still alive. I need to see their living trust. Where is it filed in San Diego courts?
Patricia's answer
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Answered on June 06, 2014
Legally, you are entitled to see a copy of only that part of the trust, if any, that became irrevocable upon your mother's death. Because your...
Archived
Who can be excutor of a will
Patricia's answer
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Answered on June 05, 2014
Often the will names a successor executor in case the person first named is unable to do the job. If not, then one of your grandmother's...
Archived
Can you tell me if CA probate code 695 means that sibling could not have taken my position of co/successor trustee?
Patricia's answer
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Answered on May 26, 2014
Apples and oranges. A power of appointment has to do with the ability to designate beneficiaries of one's estate, and nothing to do with successor...
Can a person deemed mentally incapacitated by a doctor change a living trust?
Patricia's answer
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Answered on May 26, 2014
It would only be valid if by August 2013 your grandfather regained enough capacity to be able to make changes to his estate plan. This is a...
Archived
The truck is under her name but
Patricia's answer
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Answered on May 26, 2014
I agree with Attorney Santaella. The truck now belongs to your sister. You may be able to get it out of impound with your family's money, on...
Archived
I am not the executor of my moms will, how do I cash the $5.000 life insurance policy she left me in her will?
Patricia's answer
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Answered on May 26, 2014
If you are listed on the life insurance policy as your mother's designated beneficiary, then you will not have to probate the will in order to get...
Archived
Is it legal for an attorney to construct a Revocable Trust with a patient in a skilled Medicaid facility who has dementia?
Patricia's answer
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Answered on May 25, 2014
It depends. A diagnosis of dementia by itself does not prove lack of capacity to make a trust. Some people with dementia have lucid moments when...
How much does a fiduciary to a living trust cost
Patricia's answer
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Answered on May 25, 2014
It depends on the county and the experience of the fiduciary. In Marin it's common for fiduciaries to charge $150.00 an hour. One easy way to...
Archived
Is there a price minimum for listing household furniture, furnishings, jewelry, other assets, etc.?
Patricia's answer
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Answered on May 25, 2014
Your question doesn't state why you are listing the property. Are you talking about an inventory and appraisal for probate? If so, you can...
Archived
I think my ex-husband and father are hiding my trust fund from me to benefit themselves. what can I do to stop this
Patricia's answer
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Answered on May 25, 2014
I am not sure from your question why you think they may be hiding your trust fund. Who is the trustee? Has the trustee stopped giving you...
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