Legal Question in Wills and Trusts in California
Rights of a beneficary of a will
My wife is the beneficiary of a trust. The deceased past away October 2004. The Estate is large.We feel we are getting the run around. We are in a financial hardship. We asked for a partial distribution Novenber 2005 and were told no by investor, who had called my wife to let her know she was receiving a large amount of money. The investor would always tell my wife not to tell anyone she would be receiving the money.We were told by the investor that we would receive partial payment on 12-31-2005.Then on 1-31-2006 and 2-28-2006. A lawyer also called her in January to let her know she would be receiving a large amount of money. He then
asked her if she would like to receive a partial distribution? My wife said yes. He called back the next day
and said that the executor of the trust said no. We then asked for a copy of the trust, which was to be mailed certified mail on 2-21-2006. We keep calling but we are not getting returned calls.
3 Answers from Attorneys
Re: Rights of a beneficary of a will
If the will is not received soon, check the courthouse, a copy is on file with the probate petition. Call me directly at 16192223504.
Re: Rights of a beneficary of a will
You are most certainly getting a "run around".
BIG CONCERN...Who is this "investor" and what say would they have for anything? If your wife is a beneficiary, she should be able to get a copy of the trust from the executor.
We would be happy to assist you in getting the documents you need and clearing up this matter for you.
Please feel free to contact me directly at the contact info provided by LawGuru or through our firm's site at www.No-Probate.com
Scott
Re: Rights of a beneficary of a will
It sounds like you are getting the runaround.
You need to get a copy of the trust and see how and when the estate is to be distributed. As a beneficiary you are entitled to it.
Let me know if you want to discuss the matter.
J. Caleb Donner
DONNER & DONNER
LEGAL WARRIORS�
www.LEGALWARRIORS.com
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