Anaheim, CA asked in Criminal Law and Probate for California

Q: Can my children sue their aunt who forged documents leaving them out of a trust of property

Their grandparents left the property beneficiaries to my 3 children ( one passed in 2021) and their other granddaughter both passed Leaving their aunt as trustee she forged a reschedule leaving property to herself and the other granddaughter Her mother had dementia The notary was a relative of theird

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1 Lawyer Answer
James L. Arrasmith
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Answered

A: I'm sorry to hear about the difficulties you're facing with the trust and your aunt's actions. It’s important to address potential forgery and any undue influence, especially if your grandmother had dementia when the documents were signed.

Your children may have grounds to challenge the trust if there is evidence of forgery or improper handling of the documents. Gathering all relevant documents, including the original trust and any amended versions, will be crucial. Additionally, having proof that the notary was a relative and may have had a conflict of interest can strengthen your case.

Consulting with a qualified attorney who specializes in probate or estate law in California is a vital next step. They can guide you through the legal process, help gather necessary evidence, and represent your children's interests effectively in court.

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