Living trust after death
Grandpa passed left living will. bank accounts listed in trust but not at bank. bank will not transfer asset, what do I do
Living trust after death
Grandpa passed left living will. bank accounts listed in trust but not at bank. bank will not transfer asset, what do I do
Re: Living trust after death
Quite simple really. If under $100,000 in total you would use small estate affidavits (Probate Code 13100). If more than $100,000 then you can probably do a Heggstad petition (PC 17200). The first is pretty easy and forms can probably be found on the net somewhere. The second is pretty technical and involves a petition to the probate Court to retroactivly put the assets into the trust. It is NOT a full probate but more of a mini probate. I recommend hiring a qualified probate attorney… in particular for the second one. I do probates throughout California if you would like to discuss your case. -John
John Palley
Meissner, Joseph & Palley, Inc.
1555 River Park Drive, Suite 108
Sacramento, CA 95815
Re: Living trust after death
File a Heggstad Petition.
Phillip Lemmons, Esq.
Law Offices of Phillip C. Lemmons
10221 Slater Avenue, Suite 106
Fountain Valley, CA 92708
Re: Living trust after death
Living will has nothing to do with “after death”. Assets not in the name of the trust, are not in the trust and must pass through a probate, or if appropriate and simplified probate proceeding or technique.
Mitchell Roth
MW Roth, Professional Law Corporation
13245 Riverside Dr. Suite 320
Sherman Oaks, CA 91423