Legal Question in Wills and Trusts in California

living trust

My da had a living trust from 1999 and a will from 2004. The will is missing and the trust is present. The lawyer who wrote up the will, died early 2006. Do we just go with the living trust because things were changed in will but someone has taken it.


Asked on 10/28/07, 7:45 pm

1 Answer from Attorneys

Mitchell Roth MW Roth, Professional Law Corporation

Re: living trust

Your question reveals the fact that you have no idea what a living trust or a will are. However, I must tell you that most people don't. Unfortunately they don't teach this stuff in high school or college, and really should.

If property is in the name of a trust, the successor trustee will have to distribute that property according to the terms of the trust. If property is in your dad's name, the trust will have no effect, since it must be distributed through probate. If there is a will, the will can be probated. If not, it will be distributed through the law of intestacy in your father's State. The exception to these rules are property that have beneficiaries assigned like life insurance or certain accounts at banks, or IRA's or 401k's.

Consult a lawyer and get busy.

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Answered on 10/28/07, 8:30 pm


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