Vacaville, CA asked in Estate Planning for California

Q: When a person die and had a trust set up with a Lawyer do the lawyer contact if you our part of trust in California

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2 Lawyer Answers
Ivette Santaella
Ivette Santaella
Answered
  • Estate Planning Lawyer
  • San Ramon, CA
  • Licensed in California

A: Hello,

Whoever is the named successor Trustee is tasked with advising you and providing you with a copy of the trust.

James Edward Berge agrees with this answer

Julie King
Julie King
Answered
  • Estate Planning Lawyer
  • Monterey, CA
  • Licensed in California

A: No, lawyers don't normally contact relatives of a client who passes away. Find out the name of the Successor Trustee, who is the person responsible for handing the deceased person's affairs. That person will be named in the trust document. You should receive a notice from the Successor Trustee at some point but, if you want to contact that person ahead of time, you may do so. Best wishes.

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