When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.
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This article focuses on how undue influence is proven in a California will contest or trust contest. If you suspect undue influence contact us today.
The personal representative of a California estate can take steps to speed up the administration process. View 10 such steps that make probate more efficient.
At the start of a trust administration, trustees must give beneficiaries a Notice of Trust Administration. There are many advances to carrying out this step.
When a trust is written, the settlor, or person creating the trust, chooses someone to serve as successor trustee. Often the settlor chooses several people who are named in order.
The answer to this question depends on several factors. In some cases, when a decedent had a living trust that owned all of his assets, it may be possible to conduct a trust administration that does not involve the probate court. In other cases, some assets may require a probate administration.
Maybe. In California, joint tenancy bank accounts are treated differently from joint tenancies in real estate.
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.
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.
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.