Legal Question in Wills and Trusts in California

will, trust

My mother passed away. My brother owed her money, (she had him sign a legal document stating so, and he was the executor. Does he have to pay back the money, so we, the other siblings can divide it?


Asked on 7/10/09, 12:10 am

1 Answer from Attorneys
Scott Linden Scott H. Linden, Esq.

Re: will, trust

Normally the answer would be yes, the document is an asset of her estate.

It could depend on the terms of her will and/or trust. Did she have one? Do you know if she mentioned the loan in it; such as providing loan forgiveness?

Do you anticipate a Probate? Do you know if you will need one?

If you want to provide more information I may be able to assist you more.

If you would like to discuss this matter further in a more private forum, please feel free to contact me directly at the email address provided by LawGuru or through our firm�s website located at PasadenaEstatePlanning.com

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Answered on 7/10/09, 5:26 pm


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