Legal Question in Wills and Trusts in California
I am executor of my mothers estate..granted by the High Court in the UK. My mother has shares in a close California corporation that are part of her estate the companys lawyer says that although my lawyer in the UK has written stating I am the executor that this is not enough to prove I am executor.. and that even if I am they need proof that the shares were left to me personally before they will give me any information or settle the estate. My understanding is that my role as executor is all that they need to have in order to progress this settlement.
What documentation would they need from me?
Do I need to prove the shares were left to me specifiaclly?
1 Answer from Attorneys
There are different options but most likely an ancillary probate is necessary We would admit your mother's will and other documents, from the UK, to the Court here in California. We would establish you as Executor and get you the shares. You do NOT have to prove the shares were left to you. Call me if you want to discuss your case. -John
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