Legal Question in Wills and Trusts in California
I'm a caretaker, one of the seven beneficiaries of the trust, and the decedent my employer has money from swiss which is in the probate now, to whom this money belongs? only one relative out of 7 beneficiary included in the last will and the rest of the next of kin are not included, nephew and niece, the wife pass away and no kids.
2 Answers from Attorneys
Who gets the money depends on what the will, trust and related documents say. If there were no assets in the trust (and you can't get any assets into the trust) you will likely get nothing.
You should meet with an attorney who can review the actual documents. As the previous answer states, what the will says is very important. Does the will specify that assets such as this are to be placed into the trust and distributed according to the terms of the trust? Or does the trust include this asset already? There are many possible scenarios and an attorney reading the actual documents will be in the best position to advise you.
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