Legal Question in Wills and Trusts in California
My dad passed away recently from cancer and I am concerned about his trust. My sister and I were both beneficiaries and were to each receive 50/50 off all assets. My dad took me out of the trust in September 2012 due to him being angry at me and at the persuasion of my sister. I am concerned because:
1. I believe I was supposed to legally be notified and I was not.
2. My dad had cancer that spread to the brain and I do not think he was competent to even make the changes.
3. He left money to my kids, but my sister has not provided any copies of anything even though I asked her too.
4. I am trying to understand what "assets" means because the will said the "assets" were to be divided and I assumed this meant for all of the banking accounts he had, not just retirement and iras and I know my sister as been spending money left and right.
Is it time to retain an attorney? I just want to make sure my children are receiving their share and to find out if I have a case based on not being notified by the attorney how changed the will or by my siter.
Thank you.
2 Answers from Attorneys
You were not entitled to any notifications while your dad was alive. But if you believe he was not competent or was subject to undue influence, you should consult a probate litigation attorney immediately. Your kids (or you if they are minors) should receive statutory Trustee notices and are entitled to request a copy of the trust.
I agree fully. You should seek assistance from an estate litigation attorney