Legal Question in Wills and Trusts in California

Re: Request for a Social Security Number

It sounds like this might be a small estates situation - if your stepfather's estate was worth less than $100,000 it is possible to avoid probate by submitting a small estates affidavit to the financial institutions where he had accounts. It's possible that the bank might want your social security number before releasing any money.

If it is a small estate situation, though, I'd suggest telling your step brother that you want to deal with the bank directly (by yourself). That way, you don't need to give your SS# to him (just to the bank).

In California, by the way, we don't "read" the decedent's will, so the attorney would not call you. However, if your step father did leave a will, it is supposed to be "lodged" in the probate court in the county where he resided. You can either go down to the probate court and request a copy or write to the court and ask them to send you a copy (enclose a self-addressed stamped envelope or you'll never get a reply!). In some counties, you can also search on line at the county court's website.

This information is not intended to substitute for professional legal advice and does not create an attorney-client relationship. You should accept legal advice only from a licensed legal professional with whom you have an attorney-client relationship.

Re: Request for a Social Security Number

You need to get more detailed information before giving up your ssn. Ask for a copy of the will or trust, or both. Get details. What type of bank forms is he talking about? Why are they needed?