Legal Question in Wills and Trusts in California

Estate/Trust/Inheritance

I am named in a Trust left by father who died in March, leaving me 25% of his estate and my brother 75% with my brother named as Trustee of the estate (an attorney is named as Second Trustee and friend of my brother). My brother and I are not on speaking terms and I cannot get any answers regarding the status of the estate or when any settlement is expected from either him or the attorney (Second Trustee). The estate is in California and I reside in Arizona which also poses a problem. I also hold a promissory note for a loan made to my parents due and payable upon their death or sale of the property now valued at $54,000 +/- but not secured with a lien on property.

How do I go about getting answers regarding the status of the estate?

What are my brother's responsibilities as trustee regarding the accounting and recording of all assets of the estate to me? Estimated value of estate is $1 million +/-.

Do I need to retain legal representation from CA?

I do not have money to retain legal representation. Are there estate lawyers who would take this on a contingency basis? If so, what should I look for in terms of terms of contingency and percentage fees after settlement I should expect?


Asked on 6/25/08, 4:28 pm

2 Answers from Attorneys
OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Re: Estate/Trust/Inheritance

You'd do well by getting represented. Contact me directly.

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Answered on 6/26/08, 7:02 pm

Re: Estate/Trust/Inheritance

I would hire an attorney for sure. I would think you could find an attorney to do the work hourly with an assignment of your inheritance. Contact me if you want to discuss.

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Answered on 6/25/08, 4:50 pm


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