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My sister and I are Successor Trustee's of our mothers
My sister and I are Successor Trustee's of our mothers Revocable Living Trust. She just passed away 3/12/18. I have 2 questions. … read more
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The following is a question about Trust law, as it applies
The following is a question about Trust law, as it applies in both CA and OR, and the responsibilities a Trustee has to provide beneficiary-requested supporting financial documents to the beneficiarie… read more
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The trustee of an irrevocable trust died. there is no new
The trustee of an irrevocable trust died. there is no new trustee. how do we get our benefits?… read more
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My question Regards successor trustee appointment or
My question Regards ***** ***** appointment or confirmation by a judge in San Diego … read more
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My wife and I are successor trustees/administrators of my
My wife and I are successor trustees/administrators of my sister-in-law's living trust. She passed away in September and we now are responsible for administering the terms of the trust. To conserve he… read more
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My father had a trust, he never wanted 'us' to go thru proba
My father had a trust, he never wanted 'us' to go thru probate. My father's oldest & dearest friend was named by him as executor. For a myriad of reasons (mainly grief, age (80 & still teaching univer… read more
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Successor Trustee is sued by one of the several beneficiaries
Successor Trustee is sued by one of the several beneficiaries in a small estate (about $12,000). Attorney tells Trustee the Trust will pay for the legal defense unless the court finds the Successor in… read more
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My mother is still alive. Her successor Trustee is also her
My mother is still alive. Her successor Trustee is also her conservator to make all decisions while she is alive. She won't let me have a copy of the trust. How do I go around her and get it? Also, is… read more
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In Colorado: 1. Does the successor trustee of a Family
In Colorado: 1. Does the successor trustee of a Family Trust (who is also a beneficiary of the Family Trust) have a right to all the records and amendments made to the Family Trust by the prior truste… read more
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A question regarding irrevocable trusts in California law.
A question regarding irrevocable trusts in California law. What is the difference between the Executor, trustee and successor trustee? The trust attorney says that I really can't do what is stated in … read more
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my sister died recently and left a living trust naming me as
my sister died recently and left a living trust naming me as the sole beneficiary of all she owned. it is not a lot, but one particular bank is asking for an approval letter from the court stating tha… read more
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I am looking over the draft of our Florida joint revocable
I am looking over the draft of our Florida joint revocable living trust and I do not see a clause that specifically names the trust, e.g. "the Trust created by this Agreement shall be known as...". th… read more
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My father passed away in December of 2011 at the age of 87.
My father passed away in December of 2011 at the age of 87. We live in California. He had a revocable living trust in place when he died, leaving everything to me. I took care of him for the last 4 ye… read more
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How can I have A Trustee of a Trust removed for not selling
How can I have A Trustee of a Trust removed for not selling property in a reasonable time frame and not distributing equal percentages to all sons in the Family Trust as required by the the FamilyTrus… read more
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Can you interpret the following clause in a revocable trust
Can you interpret the following clause in a revocable trust "Trustor directs the successor trustee to sell and liquidate all of trustor's real property holdings and any stocks and bonds that trustor m… read more
Thomas McJD
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I believe that California requires an accounting of a revocable
I believe that California requires an accounting of a revocable trust after the death of the settlor. When is that accounting to take place and who would it be reported to?… read more
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I have several questions regarding a trust in which I was named
I have several questions regarding a trust in which I was named as a beneficiary. 1)What are the responsibilities of the successor trustee. 2) What are the rights of a beneficiary?… read more
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The trustee asked for a complete copy of the trust. What was
The trustee asked for a complete copy of the trust. What was received was a page dictating the powers of the trustee, as well as any amendments done before the death of the original Trustee. I would t… read more
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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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