My now deceased parents had about 20 stocks. How can I get a complete and accurate list of which stocks they own?
Carol's answer
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Answered on April 19, 2018
As executor and trustee you should have the authority you need to request information for all companies in which your parent's held an account or...
Archived
Can i get my aunts bank acct. Frozen for investigation of my fathers money being in her account that he left me when he passed
Carol's answer
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Answered on April 18, 2018
Additional information is needed to determine the best way to approach this matter, but you may need to either file a petition for probate or...
Archived
I am a trustee of a living trust and I want to sale the house do I have to put the house in my name to sale it?
Carol's answer
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Answered on April 18, 2018
If the house is not already listed in your name as trustee you should do so since you would sell the house as trustee. You should not transfer it...
What is the time frame after the last one of the trust passes do you have to start charging rent or sale a home in a trust?
Carol's answer
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Answered on April 12, 2018
A trustee has a fiduciary duty to prudently manage trust property for the benefit of the beneficiaries. Depending upon the circumstances, if the...
Archived
There are 2 trustee successors named. Myself as first, my sister as second. I want to remove myself off trust. How do I do this?
Carol's answer
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Answered on April 11, 2018
If the person(s) who created the trust are still alive and competent, they can remove you as a successor trustee. If not, or if the trust is...
Archived
How can I get my daughter off my husband’s bank accountm?
Carol's answer
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Answered on April 09, 2018
From the information provided, it appears that your husband may be in need of a conservatorship of his estate (if he does not have the capacity to...
Do I have to notify the California Director of Healthcare Services of death even if the decedent did not receive benefits?
Carol's answer
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Answered on April 09, 2018
Probate Code §9202 requires that within 90 days after the date Letters are issued from the court, the representative for the estate must give the...
Archived
I am applying for an EIN for a new Trust account. What designation should I choose on IRS Site Estate or Trust?
Carol's answer
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Answered on April 09, 2018
If you are creating an EIN for a trust account, you should select "Trust". The Estate option would apply if you were creating an EIN to probate...
Workers compensation question?
Carol's answer
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Answered on March 09, 2017
This refers to "Order Taking Off Calendar" which simply means the hearing was cancelled. You will need to check with your attorney or the court to...
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