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.
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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