Legal Question in Wills and Trusts in California
We are going through my mother's possissions and papers, and deciding what to throw away.
My mother was named a primary (1) trustees with my aunt for my grandmother's estate, which includes real estate in the form of a house. The secondaries (2) were my other two aunts. It seems that the sole primary (1) trustee would now be my aunt that was named with my mother.
Regardless, it seems I'm completely out of the loop. My mother was divorced from my father, so he has no interest.
What should I do with all this paperwork? Should I shred it? Could it ever be important to me someday?
1 Answer from Attorneys
Is your grandmother still alive? Has her estate and/or trust been distributed? Was your mother a beneficiary and, if so, does the estate or trust provide that her share go to her children (which would include you)? If your answer to some of these questions is even "maybe", then you should keep the paperwork and meet with an attorney to review it in more detail. You may be a contingent beneficiary someday...