Asked in Estate Planning and Probate for Virginia

Q: I was made trustee of mother's revocable trust & beneficiary of will 2012 (in VA) -not aware until after her death 2015.

The revocable trust was never "activated" with a second executive trustee. The lawyer involved never notified me - and now the estate is being held up as there is no executive trustee of RT - nor have the funds been transferred. The executor (mother's accountant) is trying to avoid setting up trust - through a lawyer - should I take some steps to a solution.

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1 Lawyer Answer

A: You should contact an experienced probate lawyer in the state where the probate is filed (and presumably is the situs of the Trust). He or she will have to review the Trust and probate documents and the communications from the executor in order to advise you. Many offer free initial consultations.

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