How do I write a letter for a copy of a trust? I should beneficiary of a trust. I need to request a copy of the trust and more?
Christine's answer
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Answered on February 26, 2019
Legally you are not entitled to a copy of the documents you are requesting until your mother passes. If you believe your sister is abusing the...
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How do I change my property from sister name to mine?
Christine's answer
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Answered on February 26, 2019
How did your sister get the property in her name? Was it before or after your father died? It is not legal for people to just put properties in...
Archived
How can I find my deceased husband properties ?
Christine's answer
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Answered on February 26, 2019
Have an attorney do a property search through a service, or you can go to the county and search the grantor/grantee index.
Archived
My dad put my brother Brandon on the title to his house as a joint tenant in 1994. Question: does a recent email mean anything?
Christine's answer
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Answered on February 25, 2019
Unfortunately, joint tenancy means that Brandon now owns the property. It would be up to Brandon to do the "right thing" at this point. If he...
Archived
What is an affidavit of death of co trustee opposed to affidavit of death of trustee
Christine's answer
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Answered on February 25, 2019
Only if you were acting as co-trustees at the time of death would that be relevant. Otherwise it is just an Affidavit of Death of Trustee. For...
What happens to the funds in a POD bank/brokerage account if the beneficiary doesn't claim it for several years?
Christine's answer
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Answered on February 25, 2019
The funds will go to unclaimed property at the unclaimed property division with the State of CA. A claim can be made from there by certain people....
Archived
Has my beneficial interest in a house been foreclosed by a trustee sale of the house?
Christine's answer
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Answered on February 25, 2019
The lender's foreclosure cuts off your interests unless they sold it for more than what is owed. You would have needed to keep it from going into...
Archived
How do I find out if anything was left to my son after his father death.
Christine's answer
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Answered on February 25, 2019
The answer depends on what he owned, if he had a will or trust, etc. If someone is named on a policy, it is theirs and they do not have to share. ...
Archived
My uncle recently passed, his wife won’t give access to the trust to my mom or aunt, is she allowed to do that ?
Christine's answer
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Answered on February 25, 2019
What can you/they do? Have an attorney write the wife a letter advising her of her obligation to provide copies to heirs and named beneficiaries. ...
Archived
What takes precedence? Will or owner of bond
Christine's answer
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Answered on February 25, 2019
The names on the bonds are the owners. The will would only be relevant if the owners name is your mother's. Otherwise, the named owners can do...