Legal Question in Wills and Trusts in California

Revocable Living Trust Agreement

My mother just past away. My father prepared a Revocable Living Trust Agreement. He lives in the State of California. Once the Trust has been signed and notorized does it need to be filed with the State of California? If so, where will it be filed? Does each of his assets (Bonds, CDs, checking, savings, grant deed on the house and mobile home, etc) need a copy of the Trust so that asset can be added to the Trust?


Asked on 7/13/07, 12:07 am

1 Answer from Attorneys

Mitchell Roth MW Roth, Professional Law Corporation

Re: Revocable Living Trust Agreement

No. Yes. Your questions are too limited. You can go to one of my websites, www.yourlivinglegacy.info for more information on this. You may well decide its best to handle all of this without a lawyer, which you may well be able to do, with my Legacy Trust Package. My book explaining all this in lay terms is $19.95. The do it yourself trust package if you choose to use it is only $79.95. The trust may already be done and may be fine, but the book will answer most if not all of your questions, including many you didn't know enough to ask.

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Answered on 7/20/07, 1:37 am


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