My mother had a trust and also a joint tenancy account with my brother. Can I make him account for the money he took from the joint tenancy account?
Maybe. In California, joint tenancy bank accounts are treated differently from joint tenancies in real estate.
What could happen if I don’t leave any instructions regarding my California succession?
Read about the main problems your survivors could encounter if you don’t leave them any instructions regarding your California succession here.
I am taking care of our father’s succession. How do I deal with his motor vehicles?
Under California probate law, if you are the personal representative of the estate, you may transfer the vehicles to their new owners without having to wait until the estate is closed.
Trust | Trustee Duties | Will |
How to know if parents had a Will or Trust when they died
If you are unsure of whether or not your parents had a will or trust when they died, know what steps you can take to find out. Probate may be necessary.
What should I do as the beneficiary?
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.