A revocable trust vs a beneficiary form

Technically, the items you describe would go to you if they are not listed as trust assets. However, beware - if the trust lists these assets as...

My Aunt passed and left her banking info with my parents names on it. How do I claim her monies?

The Banks have a form of affidavit that can be used when the estate is less than $150,000. Your situation is a little more complex because you...

If a trust settlement agreement was postdated by one party in error, would this effect the settlement transactions.

You state that this is a "trust settlement agreement." Was there a dispute concerning a trust? Was this the settlement agreement that settled the...

What next? My mother passed away 2 weeks ago in November. Her only asset is a $800K house left in a revocable trust.

It depends somewhat on the trust terms. You do not have to transfer the title to the heirs unless the trust requires you to do it. The trust can...

Can an ex wife receive backpay child support on a deceased spouce, divorced 20 yrs ago? His estate is due to go to all his kids.

If your father was a resident of Georgia the estate will be probated in Georgia. Georgia law will apply. I suggest that you contact Georgia...

My good friend died, there has been no formal reading of the will he left everything in an irrevocable trust. Am I entitled to??

If there is a successor trustee the probate code requires that the trustee give you notice and provide you with a copy of the trust. (There is no...

Can a trustee of a trust enforced a note against me as an advance on my inheritance if they can't produce the original note?

The short answer is no she cannot offset the note without the original. The long answer is that if she tries to use the note amount as an offset,...

Who to list as declarant and can i use an Affidavit Real Property Small Value?

Is the Indiana probate still open? It sounds like the executor of that probate has to file an ancillary proceeding in California to have the asset...

Is it lawful in the state of California for a Trustee of an Irrevocable Family Trust to add themselves to a Deed owned by trust

Doesn't sound right. I may be that you are misreading the deed. Ordinarily, the trustee's name appears on the grant as "Sam Smith as trustee of...

You cannot file a police report. This a civil matter. If you cannot find an attorney contact the Ventura County Bar Association for a referral...