My mother passed and the revocable trust was to be split A/B with hers becoming irrevocable upon death, is there another trust..

Usually, there is just a single written document. The document has provisions in it governing what happens while the settlors are alive. Then it...

Change of venue

The proper venue for court petitions involving the administration of a trust is the "principal place of administration" which is typically the...

Generally, either social security number can be used, but if your trust specifies that only yours can be used, then you should be using your...

Can a trustee and a beneficiary be the same person in a will?

To successfully challenge the will, you will need to prove that the will was invalid. There are several avenues for such a challenge, but the most...

Does a declaration of incompetency from one physician hold weight in institutions i. e. a bank or investment fund?

It may depend on the institution and on the terms of your accounts, but generally, an institution will not simply accept a physician's capacity...

My college inheritance left to me by my grandfather isn't accessable to myself for college needs.

You may need to consult with an experienced probate attorney for assistance. Your aunt is required to follow the will. Depending on the size and...

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Trustee Resignation

You should follow what is required by the trust. Ideally, the person you select will be willing to serve as trustee. When that person accepts the...

Probate question

You should seek out an experienced trusts and estates attorney for assistance. You have raised legitimate and serious concerns. It is possible...

My mothers brother died, within a year his wife died. They left a headache for my mother who was the executor of their estate.

If your mother is handling the probate herself, she can definitely address the judge. If she has an attorney, the attorney should do so, but it is...

Inventory and Appraisal Form Probate California, when a house have a mortgage. How to fill out the form?

When you fill out the Inventory and Appraisal, you must identify all the property, but you only need to determine the value of the "cash" assets. ...