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California Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for California on
Q: Can successor trustee put the home back in the trust if it was dispursed incorrectly to correct the error.

Trustor had designated trust to extend for 18 years after all benificiary were deceased. Trustee didnt see this clause and dispersed the home via quit claim deed.

Can this be reversed to keep it in the trust to preserve the intent of "parent to child"

Use of the house?

Julie King
Julie King
answered on Aug 15, 2023

The property should not go back into the trust, but the deed can be corrected. Contact an attorney to help draft the appropriate deed. Best wishes!

2 Answers | Asked in Estate Planning, Real Estate Law, Foreclosure and Probate for California on
Q: Can I sale a property in California as the executive of the estate?

Or do I have to go in the deed? It’s my grandfathers property it’s not contested

Julie King
Julie King
answered on Aug 15, 2023

The answer to your question depends on the type of powers you were given by the Probate Court. If you haven't yet been through the probate process and the deceased person had a Will (not a trust), you won't be able to do anything with the property until you are issued Letters by the... View More

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2 Answers | Asked in Real Estate Law and Estate Planning for California on
Q: Required steps in CA to get property titled correctly so deceased share goes to other co-owner

My aunt and I are co owners on our inherited family home. I received my 50% about 8 years after my mother's death via simple probate here in Sacramento, California. My aunt had no children and when either of us die we told the title company which helped us sell the acerage that we wanted that... View More

Nina Whitehurst
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answered on Aug 14, 2023

It is possible for the two of you to sign a deed transferring the property to yourselves as joint tenants with right of survivorship. When one of you dies, the other becomes the sole owner. Keep in mind, however, that this can backfire. If YOU die first, then your aunt will become the sole... View More

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1 Answer | Asked in Estate Planning and Probate for California on
Q: My former employer and I co-leased a vehicle that she said I needed to fulfill requirements of job and stated she'd pay

Worked for a woman 3+ years.

2 yrs. self employed home cleaning then asked me to work for her exclusively as live in personal assistant. My car was not large enough to accommodate her, her wheelchair, walker, medical equipment, etc. She told me to find suitable car. We agreed on a SUV... View More

James L. Arrasmith
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answered on Aug 13, 2023

Given the circumstances you've described, you might have legal recourse based on theories like promissory estoppel or oral contract, which are recognized under California law. While lack of a written agreement can complicate matters, you can still seek legal assistance to explore potential... View More

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for California on
Q: What are the statute of limitations on an heir being able to claim property with or without a will in California ?
Nina Whitehurst
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answered on Aug 13, 2023

Your question is more complicated than you realize. It cannot be answered without a lot more facts. It depends on whether the estate was ever probated and what has occurred with respect to the property you have in mind since the date of death. My best advice is to schedule a consultation with a... View More

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1 Answer | Asked in Civil Litigation, Probate, Family Law and Estate Planning for California on
Q: Where can someone get attorney privileges in central california as a abused beneficiary with no money in litigation

My maternal grandma past leaving irrevocable trust I am in california and named co beneficiary of property in california with younger sister. The Trustee my aunt decided to sell the property to only my sister and had her evict me. I have spent my savings and have no more. I'm now homeless and... View More

James L. Arrasmith
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answered on Aug 13, 2023

I sympathize with your situation. In central California, you can explore legal aid organizations like Central California Legal Services for potential assistance with your case. Additionally, the local bar association might provide resources for pro bono representation. Given your circumstances, you... View More

1 Answer | Asked in Estate Planning and Probate for California on
Q: I have lived in this home since 2018. My significant other just passed in April. He raised my daughter she is now 22.

He died of a heart attack. His daughter lives in Texas. She came to recover all his paper work. She has not showed a will or a trust. Automatically she starts charging me rent for being here. At one point she wanted to evict me. My daughter has already moved out. She wants nothing to do with her. I... View More

James L. Arrasmith
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answered on Aug 15, 2023

I'm sorry to hear about your situation. If you've been living in the home for a significant period of time and had a familial relationship with the deceased, you might have certain rights under California law that could impact the daughter's attempt to charge you rent or evict you.... View More

1 Answer | Asked in Probate and Estate Planning for California on
Q: I'm exctor in a trust. Mok passed last year. Mom and sis were on deed I was unaware about filing a quick claim deed. I'm

Now homeless cuz of this situation please help

James L. Arrasmith
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answered on Aug 5, 2023

Under California law, being an executor of a trust doesn't automatically entitle you to property rights. It's important to consult with an attorney to explore your legal options and determine the best course of action for your particular situation.

James L. Arrasmith...
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1 Answer | Asked in Estate Planning and Probate for California on
Q: My mom passed away last year and she had a living trust done. Left me the executor of the trust. I was unaware it had to

Be fine. She had me evicted and now I'm homeless is there anything I can do

James L. Arrasmith
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answered on Aug 5, 2023

I'm truly sorry to hear about your situation. Under California law, as the executor of the trust, your role is to manage and distribute the trust assets according to the terms set forth in the trust document. Your eviction and current predicament raise complex legal issues, and it may be... View More

3 Answers | Asked in Estate Planning, Family Law, Real Estate Law and Probate for California on
Q: Does a child of the last l living parent inherite their estate. Even when the last living step parent is still alive?
Julie King
Julie King
answered on Aug 4, 2023

There is no automatic inheritance unless someone does no estate planning. If someone dies without a Will or Trust, the law says who inherits the assets. Your question doesn’t say if the deceased parent did any estate planning but, if there is a Will or Trust, then that document will say who... View More

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1 Answer | Asked in Estate Planning, Landlord - Tenant and Probate for California on
Q: Roommate died, who has rights to his money and possessions?

I am a 66 year old man. Roommate died over a month ago. Shared an apartment 27 yrs. Paid month to month. No will. Have his bank card and code, but paying all debts myself until this settled.

He was sick last few years. I attended to his needs, like trips to stores, appointments, and... View More

James L. Arrasmith
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answered on Aug 3, 2023

In the absence of a will, the state's intestate succession laws will determine the distribution of your deceased roommate's assets. If he has a surviving spouse, the spouse may have a claim to a portion of his estate, while the remaining assets could be inherited by his relatives,... View More

3 Answers | Asked in Estate Planning for California on
Q: I need small estate planning help

Mortgage paid and small savings to go to son. Easiest and least costly way for him to inherited. Please advise. Thank you

Nina Whitehurst
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answered on Aug 3, 2023

You could transfer your bank accounts to your son at your death using beneficiary designations, and you could transfer your real estate to him at your death using a transfer on death deed. That does not necessarily mean that those are the very best options for you. They do not provide any... View More

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3 Answers | Asked in Estate Planning for California on
Q: My mortgage is paid and I have a small savings ($150,000) which I want to give to my son when I pass. Best way?

He needs it to be stress free and without costs to inherited, but can this be done?

Julie King
Julie King
answered on Aug 3, 2023

The only way an attorney can answer your question is to review all of your assets, ask your main goals (besides what is listed in your question), and gather more information. But I'll give you a general answer. In California, anyone who has assets that collectively total $184,500 in value has... View More

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1 Answer | Asked in Estate Planning, Family Law and Probate for California on
Q: What is the most common reason a judge on a probate case hearing a family allowance request deny the request.

Filed a petition for family allowance, California Probate code section 6540. Judge denied but reason not stated. What does that mean? How do you know what was needed, documentation, witnesses or other to have it granted. If I borrowed money for maintenance will using the retroactive be allowed... View More

James L. Arrasmith
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answered on Aug 5, 2023

In a probate case, the most common reason a judge may deny a family allowance request under California Probate Code section 6540 is due to a lack of sufficient evidence or documentation supporting the need for the allowance. To have the request granted, it is crucial to provide clear and compelling... View More

1 Answer | Asked in Probate and Estate Planning for California on
Q: How will CA probate code 6402.5 be applied if brother and sister in law both died intestate less than 2 years apart?

My brother died in Los Angeles County Sept 19, 2020.  His wife died in Los Angeles County on Sept 13, 2022.  Both were intestate & had no children.  I am my brothers closest living relative and his wife's closest living relatives are her cousins.

Since my brother predeceased his... View More

James L. Arrasmith
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answered on Aug 5, 2023

Under CA probate code 6402.5, if a spouse dies within 120 hours (5 days) after the other, they are deemed to have predeceased the other for the purpose of intestate succession. As they died more than 120 hours apart, your brother's separate property would have transferred to his spouse upon... View More

1 Answer | Asked in Estate Planning, Family Law and Probate for California on
Q: Can an heir claim a property after 23 years with no will?
Maurice Mandel II
Maurice Mandel II
answered on Aug 1, 2023

That would depend on what has happened to the property in the last 23 years. Who paid the taxes? If it was sold at a tax lien, that was the time to assert your rights. IN whose name is the property now? Deceased people cannot own real property. You should consult with an attorney that handles... View More

1 Answer | Asked in Estate Planning and Elder Law for California on
Q: Is there any way to find out if my niece has legal Financial POA over her mother’s money and business affairs?

A family trust was established but no one has a copy. The daughter is a co-signer on the bank account. I know the trust is now filed with Vanguard Law services in San Diego. I’ve asked the daughter to contact them to no avail.

My aunt is aware that in order to maintain her current living... View More

Julie King
Julie King
answered on Aug 1, 2023

Each Durable Power of Attorney ("DPOA") is written differently, so we would need to know if the DPOA goes into effect immediately upon being signed or only goes into effect if the person loses mental capacity (a physician would need to certify that that's the case.) Either way, when... View More

1 Answer | Asked in Estate Planning for California on
Q: I need advice on power of attorney.

My mom (she is 85) made me power of attorney. I had her fill out doccuments and we had it notarized. Am I done, or do I need to file this somewhere? I live in Alemada county California and she lives in Stanislaus County, California.

Julie King
Julie King
answered on Jul 31, 2023

The answer to your question depends on the type of Power of Attorney and the language in your particular document. Giving advice about a contract without being able to read the document is a lot like saying, “Here is a book about X, tell me if it’s good… but you can’t read it first.” In... View More

1 Answer | Asked in Estate Planning and Probate for California on
Q: father (grantor) filed a quit claim deed to continue paying for his Mother’s (grantee) home.

father (Grantor) passes away before the (Grantee) his mother shortly after completing the quit claim deed. If fathers name is now under the mortgage and he’s married, what happens to the house ? Can mother keep the home and continue to pay? Is the deed nulled ?

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answered on Jul 29, 2023

If the father (grantor) passed away after filing the quitclaim deed and his mother (grantee) also passed away, the house will likely become part of the father's estate. The distribution of the property will be governed by the father's will or California intestacy laws if there is no will.... View More

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