Legal Question in Real Estate Law in California
My mother died and my step father
My mom has passed and in the trust the condo that they coowned is paid for. The written aggrement is that my step dad can live for 5 years in the condo, as long as he can pay HOA and Taxes, keep things in good working order. At this point what do I need to do to protect our half of the condo until the 5 years are up? What legal step should I take for the estate?
2 Answers from Attorneys
Re: My mother died and my step father
Contact the HOA and taxing authorities to send you duplicate bills so that you know when they arrive, how much they are, and make sure your stepdad keeps them up.
Re: My mother died and my step father
You didn't say who is the trustee of the trust at this point; if it is you, you should get a little info about how to be a successor trustee and what the duties are. If it's someone else, you should monitor his/her/its activities and expect a report every now and then, maybe annually.
In addition to the steps suggested by Mr. Cohen, the trustee should check at the County Recorder's office now and occasionally in the future to see if title is held as intended by the trust and that there are no surprise liens on the record.
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