Legal Question in Wills and Trusts in California

privacy for beneficiary

I am a beneficiary on my late father-in-law's will along with my ex-wife and her sister and their cousin. I am to receive a valuable piece of rental property as well as some designated personal items of his. I would like to have the real estate portion remain private and disclose only the other items. The others are going to receive various real properties and personal items themselves and are not aware of the contents of the will. Is it possible to keep my real estate portion private?


Asked on 4/16/09, 8:36 pm

3 Answers from Attorneys

Michele Cusack Pollak & Cusack

Re: privacy for beneficiary

no

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Answered on 4/16/09, 9:14 pm
Scott Linden Scott H. Linden, Esq.

Re: privacy for beneficiary

If it is a will, then it will have to go through Probate. Unfortunately,Probate is a matter of public record. This is why we always suggest to our clients to use a trust, when utilized properly it is the only way to completely bypass Probate.

If you would like to discuss this matter further in a more private forum, please feel free to contact me directly at the email address provided by LawGuru or through our firm�s website located at PasadenaEstatePlanning.com

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Answered on 4/16/09, 9:53 pm
George Shers Law Offices of Georges H. Shers

Re: privacy for beneficiary

I take it you are the executor of the Will. In that position where you owe a duty to the deceased to carry out his wishes, you want to know if you can fool the other beneficiaries, can you not tel them what is in the Will, and wil they be so dumb as to not look up the County records to see who got what. Do you really thilnk it is necessary to ask these questions? Would you want one of the others to do to you what you want to do to them?

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Answered on 4/17/09, 1:48 am


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