Legal Question in Wills and Trusts in California
Disclosure of Wills
A recently deceased, beloved relative left a will for a sizeable estate. This person had no children.
While we believe our relative may have left their estate to their deceased spouse's relatives, we don't know for sure -- and none of the step-family has come forward to share this information.
We are uncomfortable about asking our relative's step-family whether or not anyone else was named in the will. Is there a discrete way of learning of our relative's final wishes in regard to the disposition of the estate?
2 Answers from Attorneys
Re: Disclosure of Wills
If there was a trust that was fully funded and therefore no probate, you have to contact the trustee for a copy of the trust. If there is no probate and no response from anyone concerning a trust, a person entitled to inherit under the statute can petition the court for a probate administration. That will bring out the document that someone will rely on to defeat your action.
Re: Disclosure of Wills
once a probate is filed the will is a public document and you can view it at the courthouse.