What are my responsibilities as an executor trustee?
If she is not a beneficiary and would not be an heir through intestacy, then she is not entitled to a copy. You should sit down with an attorney.
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Litigation Lawyer at Sacramento, CA
Practice Areas: Litigation, Probate, Elder Law
If she is not a beneficiary and would not be an heir through intestacy, then she is not entitled to a copy. You should sit down with an attorney.
A trustee is required to give a copy of the trust to all beneficiaries and heirs of the settlor who request it. Probate Code section 44 defines an...
What issues are you trying to avoid? If it's issues during life with medical decision making, then a durable power of attorney and advanced health...
Only your mother can appoint an agent under power of attorney. To protect your mother, you should file a petition to name someone her conservator....
In using a small estate affidavit, the bank should have given you the money directly, not a check written out to your mother's estate. This assumes...
No, only your mother has the authority to appoint an agent under power of attorney.
Because your mother is still alive, you may be limited in what you can access. At the very least you are entitled to a copy of the trust.
This really depends on the type of trust your parents created. Depending on the trust's terms, your dad may or may not have had the authority to...
You need to file what is called a creditor claim. There are different rules depending on whether the assets are in trust or not. Reaching out to...
What you described appears to be trustee self-dealing, which is absolutely prohibited. Such self-dealing is grounds for removal and surcharge for...