Archived
What forms or documents do I need to begin with as the Executor of a Living Trust after someone passes?
Christine's answer
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Answered on July 17, 2015
Living trusts do no have executors they have trustees. If you are the successor trustee you can take the trust, death certificate and tax payer id...
Archived
I live in California and my father passed away without a will, does his live in girlfriend of ten years have rights to anything?
Christine's answer
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Answered on July 16, 2015
If your father had a will or trust leaving assets to his girlfriend, she would have some rights. If not, she is not a legal heir and his children...
Archived
Can a CA estate planning documents (revocable trust, will, health care directive, power of atty) be notarized in AZ?
Christine's answer
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Answered on July 16, 2015
Yes, estate planning documents are effective no matter where you are, where you live, or where they are notarized - as long as they are properly...
When filing the DE-120 with the court. If you mailed the letters out do you need to use Certified Mail?
Christine's answer
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Answered on July 16, 2015
Simply mail notice with a copy of the petition by regular mail, and file the proof of service with the court. Good luck,
Archived
My relative died insolvent in California. $700 in checking account,no other assets.there is about $2000.00 owed to creditors.
Christine's answer
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Answered on July 16, 2015
I would call the creditor's, give them a change of address and tell them the estate is insolvent. Wait for several months, and the ones that keep...
Archived
What is an Orderer of Attachment in s federal civil action?
Christine's answer
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Answered on July 16, 2015
It sounds like some of her assets may have been attached by a creditor. She can contact the court and ask for a copy of the order and determine...
Archived
What's is the best way to make a living will? Online? Thru an attorney?
Christine's answer
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Answered on July 16, 2015
Most attorneys will tell you to have an attorney advise you to make sure there are no problems down the road. Creating a will or trust is...
Archived
My mother is under a temporary conservatorship w/ a private fiducary. I want to see the conf. supplemental info. statement.
Christine's answer
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Answered on July 16, 2015
Request it from the court clerk. If you cannot get it, go to the next hearing and request it from the judge - be prepared to cite 1821 and argue...
Archived
Is an IRA inherited to a trust that is not the deceased responsible for the deceased estate debts?
Christine's answer
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Answered on July 16, 2015
Unless the IRA is an estate or trust asset it cannot be used to pay debt. In another words the IRA belongs to the beneficiary and therefore not...
Archived
What assets don't go through probate (i.e., life insurance, certain joint accounts)?
Christine's answer
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Answered on July 16, 2015
While he is still alive unfortunately our husband has no right to that information. If you feel your father in law is being to take it advantage of...