My husband of 34 years passed with no will in Northern CA. All his family are dead except nieces/nephews.

You should consult with an experienced wills and trusts attorney near you for guidance specific to your situation. Generally, when a married...

In order for a small estate affidavit to get results does it have to be specifically spelled out that I am a beneficiary?

Any financial institution will want to be satisfied that you and your brother are the appropriate heirs to receive the asset. You will likely get...

Can a non relative be added to a trust

Your question is a bit unclear. The "trustee" is the person who manages the trust assets for the benefit of the beneficiary or beneficiaries, and...

My mom died in Ca. with no will. She had no real property and $50,000 in personal prop. What is needed to open an estate acct?

The small estate affidavit (Section 13100 affidavit) is sufficient to collect the account without opening a probate. If the bank will not comply,...

Can I allow a successor trustee to name their successor for a living trust.

Yes, a trust can be designed (or amended) to include a provision allowing trustees to designate their successors. A well-designed trust will...

My aunt and I are 50% beneficiaries, of my grandma's irrevocable trust estate.She is also the trustee. My grandma died Sep 2013

You should contact an experienced trusts and estates attorney, with litigation experience, to assist you. The trustee is required to follow the...

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My Grandfather passed away recently and he has annuity from HP corporation.

Your first step is to contact the HP human resources department and find out the next steps, including to determine whether there is a beneficiary...

Heir circumventing probate by filing de-305. How to challenge if he has already filed this with recorder.

You should immediately consult with an experienced probate litigation attorney who is also experienced in real estate matters for guidance and...

Is it ok to withhold disbursement of funds until beneficiaries sign off that they agree with accounting and release liability

If this was a California trust, then the trustee could not withhold disbursements until the beneficiaries agreed with an accounting and agreed to...

Can a threat of lawsuit be used to coerce a beneficiary to accepting a settlement less than their stated share?

You should consult with an experienced trusts and estates litigation attorney for assistance. This will give you specific advice to your specific...