Legal Question in Wills and Trusts in California

I am in California. My wife recently passed away. Before we were married she had prepared a will leaving all her assets to her daughter, my stepdaughter. After our marriage she received more stock in her company and also Accelerated Death Benefit from insurance with which she purchased mutual funds. Are those assets acquired during marriage community property? Even though she listed her daughter as beneficiary would I have claim to them?


Asked on 11/28/12, 9:01 am

3 Answers from Attorneys

Charles Perry Law Offices of Charles R. Perry

It is quite possible that these new assets are at least partly community property, if not entirely community property. The answer will depend on why your wife received those assets. If they were simply part of her compensation for work done after the date of her marriage to you, then you will have a community property interest in them.

You will need to speak to a probate and estates lawyer as to the exact nature of your interest in those assets, and how to go about claiming your interest in them. If you have a good relationship with your stepdaughter, it may be possible to work this out rather easily.

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Answered on 11/28/12, 9:37 am
Anthony Roach Law Office of Anthony A. Roach

Mr. Perry misses a huge issue that you should be aware of.

Under California law-and I'm assuming that your question involves California law - you may be what is known as a pretermitted heir. California's pretermitted heir statutes protect a spouse from being unintentionally omitted from the deceased spouse's will. (See Probate Code sections 6560 and 6561.)

Those sections provide that if a person marries after making a will and the new spouse survives the will maker but is not provided for in the will, the surviving spouse may take, in addition to his share of community property and quasi-community property, his intestate share of the estate.

There are some exceptions to this general rule, so I suggest speaking to a knowledgeable probate attorney, and have the relevant documents in hand for review.

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Answered on 11/28/12, 1:32 pm

Mr. Roach is quite right. If I can be of assistance, I have conference facilities in San Jose, and Cupertino, and have practiced in Santa Clara County regularly for 25 years.

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Answered on 11/28/12, 1:38 pm


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