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.
Does a Person’s Trust Have to be Filed with the Court when they Die?
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.
Trustee of parents trust won’t give me any information
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.
What Happens to Beneficiaries Who Make Frivolous Account Objections?
When a beneficiary objects to a trust accounting, the objection must be in good faith. If not, the beneficiary may face financial penalties.