Legal Question in Wills and Trusts in California

Access to deceased father's Will

My father passed away about a month ago. My step mother is not providing any information about his Will or Living Trust or whatever document he prepared. I know he had prepared something and did not die intestate. I know it is possible to avoid probate, but does his will (under any circumstances) need be filed in Orange County, CA, where he resided? Can anyone get a copy of his Will? I'm his first born son and would like to read his Will. Thank you.


Asked on 7/26/06, 7:25 am

3 Answers from Attorneys

Ken Koenen Koenen & Tokunaga, P.C.

Re: Access to deceased father's Will

The will, if one exists, is required to be filed with the superior court in the county in which he resided.

If there was a trust, you are entitled to receive a copy of that trust. If she claims that there is no will or trust, his estate could be required to be probated through the court.

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Answered on 7/26/06, 9:32 am
Todd Stevenson Stevenson Law Office

Re: Access to deceased father's Will

The trustee is required by law to provide you with a copy of the trust (assuming there is a trust and you are a beneficiary.)

The will must go through probate.

These days, estate planning attorneys almost always draft a will and a trust together for clients, thus there is a good chance there is both a will and a trust here.

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Answered on 7/26/06, 10:19 am
OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Re: Access to deceased father's Will

If you are a beneficiary to a trust you are entitled to a copy. If there was a will it needs to be filed in Orange County Superior. For assisatance call me directly at 6192223504.

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Answered on 7/27/06, 2:26 pm


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