Oceanside, CA asked in Estate Planning for California

Q: Testamentary Trust established in 1975.

Father died with Testamentary Trust. Mother was managing. She has now died, and had a trust also. Her trust is now irrevocable. Does his Testamentary Trust have to go through probate again, since it had already been in probate to establish it from his Will?

Related Topics:
1 Lawyer Answer
Nina Whitehurst
PREMIUM
Nina Whitehurst pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
Answered
  • Estate Planning Lawyer
  • Crossville, TN
  • Licensed in California

A: Some facts are missing so it is not possible to answer your question, but the short answer is if anything was distributed from the testamentary trust outright to your mother, then those assets would be part of her probate estate. Otherwise, no, all you need to do is follow the process spelled out in the testamentary trust for trustee succession and for what is supposed to happen upon your mother's death.

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.