Legal Question in Wills and Trusts in California

Keep the same name.

I agree with Ms. Cusack.

I agree with both legal counsel.

Actually, it is possible that the name may change. It is common to have an "administrative trust" created after a death. It is also possible that after your mom's death a sub-trust is created for your, or other persons benefit. Usually, all those other trusts or a sub-trust will start with AB Revocable Trust... such as AB Revocable Trust - Administrative Trust.

I suggest you consult with an attorney (like me) familiar with the administrative work required following a death. In this way you can be advised how to follow the "terms of the trust" as the trust was written and to comply with the distribution provisions as well as the other operational provisions.