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P. Simmons
P. Simmons, Attorney
Category: Estate Law
Satisfied Customers: 34315
Experience:  12+ yrs. of experience including estate law.
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I am the legal survivig spouse of my late husband. I live in

Customer Question

I am the legal survivig spouse of my late husband. I live in California. My late husband elected a stepson to be his executor of his revocable living trust. I am not a beneficiary in the sale of the real estate in the trust. He left bank accounts and credit union accounts with small balances the accounts are under either my late spouse or both our names - am I or his executor have rights over these funds?
Submitted: 1 year ago.
Category: Estate Law
Expert:  P. Simmons replied 1 year ago.

My name is***** have over 16 years experience in the law. Should you like to chat on the phone I am happy to for a nominal cost. Let me know at any time during our question and answer session if you are interested I am happy to give you more details.

Ma'am I am sorry for your recent loss

But not sure I understand the question.

What do you mean "am I or his executor have rights over these funds"

Sorry...are you asking if you can withdraw money from his bank accounts or the joint accounts?

Customer: replied 1 year ago.
who do his funds in bank and credit union accounts belong to his surviving spouse or the executor of the trust?
Expert:  P. Simmons replied 1 year ago.

This depends on several factors.

Can you tell me

1. Did he have a will?
2. For his trust, were the funds in question part of the trust?