What you can legally do and what you should do as a beneficiary are not necessarily the same thing. If you are the only beneficiary than a formal trust administration may not be the best solution.
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If your parents have passed away, find out what you can do to transfer the title to their house here. It truly depends on how the title to their house was held at the time that they died.
Whether or not you have to do a probate of your late spouse’s estate will depend on how title to your spouse’s property was held.
Generally, a person’s trust does not have to be filed with the court when they die. This is different than their will which must be lodge with the Superior Court for the county in which they resided at the time they died. Learn more about when a trust has to be filed with the court here.
If the trustee of a family member’s trust won’t give you any information, send a written request to them. The trustee is obligated to provide each beneficiary with information.
Using a custodian may be an option when there is a minor beneficiary of an estate. View here for more information from a San Diego probate attorney.
Even if your loved one had an estate plan, the bank may still want a copy of the death certificate. There are many valid reasons for this request.
A Notice of Claim to a creditor, can make them file for a Creditor’s Claim. Learn about the information a creditor’s claim against an estate must contain.
The fears of holding on to residential real estate in CA is well justified. Keep on reading to learn more about how to go about selling a home in probate.
A San Diego trustee error could result in your inheritance being distributed to the wrong beneficiary. View here for five reasons this may happen.