Legal Question in Wills and Trusts in California

I was not in a will. The beneficiaries of the trust created an agreement for me that was signed by all of the beneficiaries named in the will and the executor to receive one account that was in my name as beneficiary, one property with a mortgage lien on it that I have paid and 20% of another property that is jointly held with her parents and will be for sale immediately. What can go wrong or what kind of mistake can happen with this agreement?


Asked on 3/22/13, 1:12 pm

1 Answer from Attorneys
Victor Waid Law Office of Victor Waid

You need to obtain a trust litigation attorney to review and advise you of the pitfalls that entering the agreement you have been presented with; you appear to be a pretermitted heir and may have additional rights in the trust/will. DO NOT DELAY.

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Answered on 3/22/13, 1:54 pm


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