Alameda, CA asked in Estate Planning for California

Q: California: In hoarder cleanup for deceased, only will we found was from 1988 that doesn't reflect current $1M+ assets.

I'm pro tem administrator with probate hearing in August. Home is fully paid for but damaged, furniture is trashed, but estate accounts worth about $1.2M. Decedent left one valuable item to a friend, but had a falling out & haven't spoken to that friend since at least 2013. Now only 2 surviving relatives: me and another (who moved away to another country) to whom decedent hasn't spoken in 19 years. I don't want all the money, even if relative was mad at the other survivor they're still family. But I think half is fair, since I stayed in regular touch with decedent and was basically the only family or friend they had as mental illness worsened. Can I petition to have estate divided evenly between myself and other survivor, overriding the will, since will is so old? I'm nervous to ask my attorney. Unsure whether attorney's job is to represent the estate's interests, or mine. Obviously old will MUST be reported to court, but will I need a 2nd atty to contest the will?

Related Topics:
1 Lawyer Answer
James Edward Berge
James Edward Berge
Answered
  • Estate Planning Lawyer
  • San Jose, CA
  • Licensed in California

A: It’s the job of the attorney for the executor to help the executor in carrying out his or her duties as executor. If you’re in doubt about what those duties are, re-read the Duties and Liabilities form you signed when became executor. It’s the job of the executor to carry out the terms of the decedent ‘s Will, not to re-write it. It would be entirely inappropriate for you to seek to contest the Will that you are charged with enforcing. You cannot seek to establish the validity of the Will while simultaneously trying to invalidate it, but perhaps I misunderstood your question.

May I suggest you simply take what you’re entitled to under the Will, and after the probate is over, if you choose, to give away part of it to whomever you choose.

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.