South Jordan, UT asked in Estate Planning and Tax Law for Idaho

Q: My uncle inherited millions from my grandmother with she died by changing her will or getting her to change her will.

My father didn’t want to do anything about it when she died less than 10 years ago.

My uncle just died in California. What are my and my two brothers’ and possibly my father’s legal options in regards to that inheritance? We live in Idaho.

Related Topics:
1 Lawyer Answer
Kevin A. Hogle
Kevin A. Hogle
Answered
  • Estate Planning Lawyer
  • Boise, ID
  • Licensed in Idaho

A: Your uncle's estate will likely be distributed according to his own estate plan, as opposed to your grandmother's. If your uncle has no trust or last will (his "estate plan"), his assets will be distributed according to a table of consanguinity. That table basically looks at what relatives are eligible to inherit estates where there is no estate plan during a probate proceeding. If your uncle has an estate plan, those terms will dictate to whom and how the assets will be distributed.

Assuming there is no estate plan, siblings are a potential beneficiary, so your dad may be on the list of persons eligible to inherit your uncle's estate. However, if your uncle had children or a spouse, they may have priority over your dad. This would be evaluated during a probate proceeding in California.

I'm licensed to practice in California and Idaho, but you should ask your dad to contact a lawyer in addition to this short answer I've provided.

Kevin M Rogers agrees with this answer

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.