Corona, CA asked in Estate Planning and Probate for California

Q: As one of the five heirs in my father's will, which is currently in probate, am I entitled to a list of his assets?

I need to borrow against the probate, and I will need to show the probate lending company what he owned at the time of his death. The executor has been less than forthcoming.

Related Topics:
2 Lawyer Answers
Patricia Ann Brinkley
Patricia Ann Brinkley
Answered
  • Estate Planning Lawyer
  • North Las Vegad, NV
  • Licensed in California

A: The executor must file an inventory and appraisal of all the estate's assets. If you file a Request for Special Notice, to receive all documents filed in the matter, you can attach a copy of the Inventory and Appraisal to your request for an advance from the probate lending company.

You can always go to the clerk's office to review the file and request a copy of the Inventory and Appraisal, if the executor has filed one.

Gerald Barry Dorfman agrees with this answer

1 user found this answer helpful

Gerald Barry Dorfman
Gerald Barry Dorfman
Answered
  • Probate Lawyer
  • Mill Valley, CA
  • Licensed in California

A: There should be on file in the probate action an "Inventory & Appraisal" which lists the assets and their value.

1 user found this answer helpful

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.