Salinas, CA asked in Probate for California

Q: I’m 1 of 6 beneficiaries to my father’s Trust. Case in OC Cal. Trustee has representation. Should I get rep in OC?

I live in Salinas, CA. The trust contains several properties, 6 non-trust bank accts, and an IRA. I’m listed as a 10% beneficiary. Father passed 8/31/21. I have copy of Trust. The trustee’s attorney characterizes situation as “messy”. Thank you.

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1 Lawyer Answer
Nina Whitehurst
Nina Whitehurst
  • Probate Lawyer
  • Crossville, TN
  • Licensed in California

A: Can you imagine any attorney asserting your question, “No, you don’t need an attorney. You’ll be fine.”?

You need an attorney to protect your interests. W have all heard of trustees gone rogue. And there have been rogue attorneys too. You need your own attorney to keep them Iine.

Anthony M. Avery agrees with this answer

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