Legal Question in Wills and Trusts in California
Do I have a right to know my deceased brothers assets?
/four months ago my brother passed away. I was named in his will...50% of his assets.There is a friend named as executor of the estate. What I need to know is do I have a right to know excactly what is tangible assets are? He had a teacher pension. How do I find out if he had stocks?
Also, He had a condo in Santa Cruz County and I would like to know how I go about finding out if the property was sold and for what amount?
Thank you for all your help
3 Answers from Attorneys
Re: Do I have a right to know my deceased brothers assets?
Your friend, the executor, is in charge of filing for probate of the will, getting control of the assets and ultimately distributing them to the beneficaries named in the will. You should communicate with that person, who should reciprocate by communicating with you.
If you have any problems, you should contact an attorney without delay.
Re: Do I have a right to know my deceased brothers assets?
If the executor has not begun probate proceedings, you might want to initiate them yourself (that is, file a petition with the Court to be named as executor - or more precisely, "administrator with will annexed."
I am certified as a specialist in estate planning and probate by the Cal. Bar Board of Legal Specialization, and I handle matters in Santa Cruz County (I am assuming your brother lived in Santa Cruz County since you said he had a condo there).
Please let me know if I can be of assistance.
Regards,
Janet Brewer
web: http:/www.calprobate.com
Re: Do I have a right to know my deceased brothers assets?
If you are a beneficiary you do have a right to monitor the probate. Call me directly at 16192223504.
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