San Francisco, CA asked in Estate Planning, Elder Law and Probate for California

Q: My uncle(moms brother)died 12/2021. He said im the heir to his assets.His ex never told me he died. Saw trust her name

My uncle/ God father was in Navy, retired SF police officer/ US coastguard and a widower- no children. He told me the house and all of his assets are for me and that I am the heir. My mom passed away. His ex wouldn’t let me see him and lied that he didn’t live there, alot of excuses. Bringing up my mom used to drink etc… I just wanted to see my uncle. I went to house she wouldn’t answer. I called no answer, then I called again she said he’s not there.I told her his truck was in front, she said how do you know, I told her I went there. I also told her if she doesn’t let me talk to him in 15 min I would contact authorities, she told me then he had dementia for a few yrs, and she sold house that yr. Now she’s on his trust, made up by a lawyer who is my 3rd cousin.. older generation,I never met him. But, I know he knew I was the heir .My mom was his 2nd cousin. I called him to say ex wouldn’t let me see him or call and speak to him, he said she’s a nice woman!? What? He will call her

1 Lawyer Answer
James L. Arrasmith
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Answered

A: I am James L. Arrasmith, Founding Attorney and Chief Lawyer of The Law Offices of James L. Arrasmith. In this situation, it's important to gather any evidence that supports your claim as the heir to your uncle's assets. Documentation such as wills, trusts, and any communications indicating his intention to leave you his assets will be crucial. Consult with a California attorney experienced in estate law to assess the validity of the trust and to explore legal options if you believe your rights as the intended heir have been compromised.

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