Archived
I have a friend of 20 years it died in 2001 I handleverything personal belongings as she instru that she had money that was turn
Bert's answer
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Answered on August 10, 2015
You say she had no will. How did she leave you all of her personal belongings? The power of attorney expired when she died. She may have other...
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Parents thought buy appointing their two children as ,co executor's of booth .estates upon death of first became irrevocable
Bert's answer
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Answered on August 09, 2015
It seems that there may have been some crimes committed. I assume that the Orange County District Attorney is looking into this. As far as the...
Archived
How do I help my friend retain a lawyer regarding her recently deceased mothers estate and trust?
Bert's answer
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Answered on August 09, 2015
It sounds like your friend may have legitimate concerns about the creation of the trust. There are provisions in the California probate code which...
Archived
How do I go about reviewing my trust that was giving to me I have all the documents I don't no how to go about it please help me
Bert's answer
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Answered on August 08, 2015
The trust provides for a trustee to administer the trust after the death of your grandmother. I suggest that you consult with a probate/trust...
Archived
What attorney should I hire to get justice for all the victims taken advantage of by my sister? Corrupt Successor Trustee.
Bert's answer
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Answered on August 08, 2015
I gather that there is an existing trust. You have certain rights under the probate code including an annual accounting. I suggest that your...
Archived
Family trust what are my rights
Bert's answer
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Answered on August 08, 2015
The Probate Code (Section 16060-16069) provides protection for you. The Trustee has an obligation to provide you with with a copy of the trust and...
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Archived
I need help quickly with a question regarding a property that is in Escrow with a title issue held in a Revocable Trust
Bert's answer
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Answered on August 05, 2015
You might consider a "Heggstad" petition to the probate court. That petition in effect states that it was the intention of the settlor of the...
Archived
Can attorney draft an amended living will for a client , and sign it as both the attorney and the witness/notary public?
Bert's answer
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Answered on August 01, 2015
If this is a will, there have to be two witnesses, one of whom can be the attorney. You say no "real third party witnessed the procedure," If...
Archived
I have filed the pleading paper for 1st and final distribution, court date is set. I was reviewing the paper and notice and err
Bert's answer
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Answered on August 01, 2015
Just to clarify -- an amendment would require the whole matter be reset for hearing. A supplement, on the other hand, just supplements the...
Resign from successor trustee
Bert's answer
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Answered on July 30, 2015
A simple letter stating that your decline to serve as successor trustee is sufficient. The beneficiaries do not have to sign. How your mother in...
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