Legal Question in Wills and Trusts in California

California affidavit requirement

Access to my deceased(1998) brother's

acct @ Janus Mutual Fund Company.

My brother's total estate value in 1998

was approximately $30,000 and did not

require probate.

Janus requires from me a California

court affidavit stating same which I will

then provide Janus with my bank

guaranteed signature.

What form do I need and where can I

access same?

Thank you very much,


Asked on 9/26/06, 11:17 am

2 Answers from Attorneys
Joshua Hale Hale Law Group

Re: California affidavit requirement

I would be happy to talk with you regarding this situation. Please let me know when we can schedule a meeting or a conversation by phone.

619.298.1969

Joshua D. Hale, Esq.

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Answered on 9/26/06, 1:26 pm
OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Re: California affidavit requirement

You need a certified copy of the death certificate and a declaration stating your entitlement to the money. It is a drafted instrument. Call me directly at 6192223504.

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Answered on 9/26/06, 2:45 pm


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