Upland, CA asked in Estate Planning for California

Q: I am the executor and trustee of mylate aunts' estate and music royalties. I have a nephew who trying to interfer.

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2 Lawyer Answers
Glen D. Duvel
Glen D. Duvel
Answered
  • Estate Planning Lawyer
  • Santa Ana, CA
  • Licensed in California

A: While the nephew's actions may be meddlesome, he really won't have the legal authority to do anything too destructive. As executor and successor trustee, you should notify all entities that you hold those positions, and thus, are the only person legally authorized to make decisions or sign documents. This will prevent any companies or organizations from mistakenly relying on your nephew.

Zaher Fallahi
Zaher Fallahi
Answered
  • Estate Planning Lawyer
  • Los Angeles, CA
  • Licensed in California

A: You as the executor of the trust have legal authority and the nephew doesn't have such authority to interfere. He should be made aware of this. Good luck.

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