Legal Question in Wills and Trusts in California
My son is beneficiary to a joint revocable trust created by my father and his widow. Father died, widow did not notify me or my son of the existence of the trust.
Is the widow required by CA law to notify my son about the trust within a certain number of days after my dad's death?
(since my son is both an heir at law to one of the settlor's of the trust, and a beneficiary)?
If not, why doesn't the law require notification?
1 Answer from Attorneys
If the trust, or a part of the trust, became irrevocable on your father's death, the remainder beneficiaries must be noticed. However, if your father and his wife had the kind of living trust which remains 100% revocable after the first death, no notification is required. (I don't think your son is an heir at law if you are alive.)
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