I am trustee of my deceased parents trust and estate, mom died in 2003 and dad in 2014. The assets of the trust are a supplemental investment plan my dad had that I now have and draw money from each year; the balance in the plan is now around $80,000 and I have been drawing $10,500 each year. I... Read more »
We are in the middle of settling my father in law's estate and that includes getting rid of the people living in the house. He was living in the property but renting the main house. Without a contract. They have been paying monthly but less than similar rentals in the area. They also are subletting... Read more »
Just to be safe, wait for 60 days and see what the new regulations are at that time. Then, if you must, you could send them the 60 days Notice. However, be advised that certain cities have regulations regarding buyout of tenancies in the form of relocation packages. Make sure you have an...Read more »
My mother died and I gave the will to my father who did not lodge it. He had me sign a contract that if I take action that he will stop my monthly stipend my mother set up before she died. After signing the contact I found that she had a trust but he nor the trust attorney will give me copies of.... Read more »
You probably need to clarify what you are hiring an attorney to do on your behalf. If you are claiming a right as a beneficiary in her trust then there were/are steps the Trustee of the trust had to take, including sending you some notices after your mom died as well as a copy of the trust. An...Read more »
There is no contention as to the status of funds. They are in accounts available to executors. First and second executor are siblings to rest of heirs. Primary executor just says he’ll get around to it sometime.
More information is necessary to properly answer your question. Is this a trust estate or will probate be necessary? In either scenario beneficiaries are entitled to information and certain documentation. You may need to consult an attorney to insure the estate is being handled appropriately and...Read more »
Before passing, she showed me how to access the account and that she was glad it would help us. My husband didn’t know about the account value until I told him about it after she died. His grief pushed him over the edge, he got a girlfriend and left me after obtaining this account. Divorce has... Read more »
If she never put your name on the account and never left it to you in a Will or Trust, then it belongs to him and him alone. Any inheritance like that is Separate Property and not Community Property, so you do not have any rights to it.
The more detailed and specific the better; (within reason); the location of the bank or brokerage, or property. The balance of dollars is not necessary; But, you do want to make it as easy as possible for the person who will be managing your estate or trust or company to locate and marshall all of...Read more »
She died out of state so mortuary in new mexico took ca mortuaries word (which was exhusbands friend and knew she was married) that she was not married they cremated her against her wishes held services and then contacted me
You can always terminate his services and hire another attorney to complete the probate, or you can try to do it yourself with the help of a paralegal or do-it-yourself book. I suspect there are complications of which you are unaware which prevent final closure. It should not take 11 years to...Read more »
The lawyer is probably in Santa Clara county, but could be in a neighboring county. Thank you in advance! He had no copy of the will. His estate is only a older car and a small amount of money in the bank
You are entitled to a copy of your Dad's will. You are an heir at law. You should request a copy in writing If refused and you want a copy, you may need to engage a lawyer who knows probate and trust law in CA.
It depends on what you need. The Legal Aid Society and other agencies have free conservatorship clinics (I volunteer at the San Diego one); Google around. They normally only will do conservatorship of the Person, which gives you the right to run that person's life and medical decisions....Read more »
She is on SSI and is Bi Polar. There is a Special Needs Trust set up for her. She won this playing Bingo and the Casino took all the taxes out and gave her $5,000 cash and the rest in a check because that is what she asked them to do. I found out about it and have all of it now and wondering what I... Read more »
Yes. You can transfer title to the property from a trust to your name as beneficiary without triggering a due-on-sale clause in the loan agreement under the Garn St. Germaine Act. The lien carries over to the new owner however, so keep paying the mortgage.
My father passed away and left no will. He and my mother were divorced, and he lived with another woman for 18 years unmarried. There are a few small things I would like to have as keepsakes, and his vehicle was in his name alone. As his blood relative am I entitled to these few things? or is... Read more »
I'm sorry to hear about the loss of your mother. Since the property was held in joint tenancy, it passes by right of survivorship to you as the surviving owner. All you need to do to establish your sole ownership of the property is to file and record an Affidavit of Death of Joint Tenant to...Read more »
The probate Court Judge will sort this all out. If you want to call something to the attention of the Probate Court Judge file a petition with the Court putting all facts before the Court. Give Notice to all parties. Use a lawyer familiar with Probate Court Procedures.
a parent recently passed away unexpectedly and they never got around to updating their pension, retirement accounts or will. The Will that we had was “dismissed” so that all of the children get equal shares however nothing was said about his pension which (because it was created so long ago)... Read more »
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