How do I obtain my mothers financial statements from her judiciary/bank to investigate if the judiciary is not providing them?
Carol's answer
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Answered on April 10, 2019
If your mother still has mental capacity, and no conservator has been appointed by the court, then she can sign a power of attorney assigning you...
What do we do about canceling a revocable living trust created 20 years ago in a different state than the one we live in now?
Carol's answer
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Answered on March 12, 2019
Your parent's trust is not invalid given the facts you provided. However, it appears that it may be out of date and may not reflect their current...
How to change a trust attorney?
Carol's answer
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Answered on February 25, 2019
It is not necessary for the same trust attorney who drafted a trust document to make amendments. There may be a reason that the attorney is...
Archived
What happens if my aunt dies before she receives her money from an inheritance from her son?
Carol's answer
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Answered on February 23, 2019
Your aunt should receive any inheritance she is entitled to under her son's will, even if she dies prior to receiving the funds. If, however, her...
Archived
I don't know where to start? Do I go through probate?
Carol's answer
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Answered on February 13, 2019
You should consult with a probate attorney to discuss your options. Likely you will need to file a petition for probate and, if you want, you can...
Archived
My mother and father were divorced. And I am the only child am I the next of kin in California law , there is no will?
Carol's answer
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Answered on February 01, 2019
If there is no will or trust that states otherwise, then you are the sole heir of his estate. You have the right to take control of his estate and...
Archived
How do we handle conservatorship and help brother with problems?
Carol's answer
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Answered on January 29, 2019
From the information you provided, it appears that you need to deal with most issues involving a possible conservatorship of your brother unless he...
Archived
Can a granddaughter get a copy of her grandmother's living trust documents to see if she is a beneficiary, and if so, how?
Carol's answer
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Answered on January 28, 2019
You should make a written request for copy of the trust and will documents from the successor trustee and executor. If the trustee/executor does...
Valid will has been probated in CA. A subsequent will turns up, revoking the first. is there a statute of limitations?
Carol's answer
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Answered on January 21, 2019
The probate code states that a proponent of a subsequent will who has received notice of a prior petition for probate or letters of administration...
Archived
When my mom had her revocable living trust written, she made both,me and my brother, executors.
Carol's answer
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Answered on January 17, 2019
Unless your mother changes the terms of her trust and will prior to her passing, or unless one of you resign as executor or trustee, then you will...
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