Legal Question in Wills and Trusts in California
Living Trust
My mother passed away 12/31/07. She had a living trust naming me the executor and giving me POA. She has an annuity & civil servant death benefits. How do I proceed? I have the forms to complete, but the forms have no provisions for living trusts.
Asked on 6/04/08, 11:02 pm
1 Answer from Attorneys
Mitchell Roth
MW Roth, Professional Law Corporation
Re: Living Trust
A living trust is nothing without assets in the trust. Only assets in the name of the trust are in the trust. The assets you name should each have a beneficiary. Complete the paperwork and the funds will be paid to beneficiary.
Answered on 6/05/08, 1:46 am
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