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?


Asked on 4/22/01, 6:24 pm

2 Answers from Attorneys

WILLIAM BRANDWEIN WILLIAM A. BRANDWEIN, A PROFESSIONAL LAW CORP.

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.

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Answered on 6/17/01, 5:01 pm
Ken Koury Kenneth P. Koury, Esq.

Re: Disclosure of Wills

once a probate is filed the will is a public document and you can view it at the courthouse.

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Answered on 6/15/01, 7:36 pm


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