Legal Question in Wills and Trusts in California

A friend died recently and I was sent a Notice of Trust Administration from the successor Trustee of the Trust. " Pursuant to Probate Code Section 16061.7". Why am I being sent this notice? Thanks


Asked on 4/24/15, 5:41 pm

3 Answers from Attorneys

Phillip D. Wheeler, Esq. Phillip D. Wheeler, Attorney At Law

Call a local trust attorney that offers first 45 minutes free.

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Answered on 4/24/15, 5:44 pm
William Christian Rodi Pollock

You may be named in the trust as a successor fiduciary, a benefiiciary or in some other manner. You would also be named if you are a relative. Why not call the trustee and ask?

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Answered on 4/25/15, 3:46 pm
Len Tillem Tillem McNichol & Brown

The notice is mailed to everyone who is named as a beneficiary of the trust, and also everyone who would have inherited your friend's assets if he or she died before you, and also the trustees named in the trust even if you aren't one of them. Call the trustee and ask for a copy of the trust document. Then, if you can't figure out from the trust document what you are getting, review the trust with an attorney.

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Answered on 4/27/15, 10:01 am


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