Legal Question in Wills and Trusts in California
Recently I initiated and funded an revocable living trust. When I recorded two deeds of trust I filed under John Doe Ray, Trustee of the John Doe Ray Revocable Trust. All other trust documents and such as bank accounts, stocks, 401K have been transferred as John D. Ray, Trustee of the John Doe Ray Revocable Trust. Could this pose a problem for my heirs?
1 Answer from Attorneys
It sounds like you followed the proper procedure. So long as you have successor trustees that are competent to handle your estate after you pass away, there should really be little to no issue.
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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