Legal Question in Wills and Trusts in California
Distribution after Death
My grandfather had a living trust and left my mother (his only child) as executor and she was to distribute the estate among the ''kids'' (my sister, my son and myself) In the event of her death, I was the successor executor. She had a trust done after his death leaving my son everything and never gave my sister or myself a dime. She named her best friend the trustee. My grandfather has received a few distributions from a Mutual Holding Co in his name. This money was not specifically listed in his trust. I don't know what to do with the money or how to even cash the checks ($2100) I am a single parent barely making ends meet and can't afford an attorney. Can anyone help me?
1 Answer from Attorneys
Re: Distribution after Death
Were there other assets in his trust? If so, an attorney may find the case worth taking. If the dividends are the only asset, you can make a claim for them (from the company) as the successor trustee--they will likely require some kind of proof showing your mother is no longer acting as trustee.
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