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socrateaser, Lawyer
Category: California Employment Law
Satisfied Customers: 38879
Experience:  Retired (mostly)
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can you claim property if its in a safe deposit box at the

Customer Question

can you claim property if its in a safe deposit box at the bank if everyone has already gone through probate for a living will with an executor. If I am the heir but not listed in the will? The safe deposit box was not listed in the trust.
Submitted: 4 years ago via EmployeeIssues.
Category: California Employment Law
Expert:  socrateaser replied 4 years ago.
Whose name(s) is/are on the safe deposit account?

Is the person named also the trustee?
Customer: replied 4 years ago.
The name is under my grandmother and the trustee is her sister as well as the executor
Customer: replied 4 years ago.
my grandmother has passed and they have already been to court to settle the property and proceeds
Expert:  socrateaser replied 4 years ago.
If the case was probated, then only the personal representative appointed to administrate the estate by the court can collect the contents of the box and distribute it according to the decedent's Will and trust.

Hope this helps.

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