Legal Question in Real Estate Law in California

my mother is ill, she owns her house which she had willed to my brother in her living trust, what does he need to do to avoid complications


Asked on 7/31/15, 2:01 pm

1 Answer from Attorneys

William Christian Rodi Pollock

If she has a living trust, she has done most of the work. Please verify that title to the home is, in fact, in the trust. If so the administration process should be simple. The level of action is determined by the documents, but basically an affidavit of successor trustee and a deed is required, along with a Preliminary Change of Ownership form and a parent child exemption form ( so the property tax base is not reassessed). Any probae counsel ( including the one who drafted the trust) can help you with the paperwork, and all of this is done after her death and your obtaining a death certificate.

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Answered on 7/31/15, 2:09 pm


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