Legal Question in Wills and Trusts in California

In order to answer this question an attorney would need a lot more information, including a copy of the Trust and a bank statement or other documentation showing how the bank account was held.

Unfortunately, many times people will create a Trust, but not transfer the bank account into the name of the Trust. Sometimes the account still has either a POD (Pay on Death) beneficiary designated or the account is held jointly with a relative who is helping manage the person's finances. In those examples, the person may have the legal right to the funds in the bank account.

You should meet with an attorney who can review the documents and facts with you.