Legal Question in Wills and Trusts in California
I am one of 5 beneficiaries in my grandmas living trust that has all 5 getting equal share. My aunt who is trustee moved all grandmas cash assets into a account that has her as joint owner before grandma passed and now says only house will be split 5 ways and the monies in account are hers because she is listed as joint owner, she set up this account after living trust was signed and with no knowledge of any other family members. Is this legal for her to do? Can I do anything about it? We are located in California
1 Answer from Attorneys
The answer depends on whether your grandmother intended your aunt to receive the money in her bank account. You can dispute your aunt's claim to that money by filing an appropriate petition with the probate court in the county where your grandmother resided. Whether you should or should not get the court involved most likely depends on how much money was held in the account.
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