Legal Question in Wills and Trusts in California
Wills, Trusts
My parents are using legalzoom to draw up a simple trust and will, in which I am the executor of their estates, an alternate trustee as well as the sole beneficiary under the trust - will the bequest to me be valid if I am also the executor and trusee?
3 Answers from Attorneys
Re: Wills, Trusts
Please have an attorney review the documents or draft estate planning documents that will be upheld in court. Contact me directly.
Re: Wills, Trusts
Do yourself a huge favor and persuade your parents to toss the Legalzoom stuff and consult a lawyer in person.
Re: Wills, Trusts
I'm sure all of the experienced lawyers on this forum will tell you not to be "penny wise and pound foolish" by using LegalZoom. I can't even begin to tell you how many areas there are where unguided use of a software program for estate planning can go wrong.
But to answer your question, under California law you can be trustee, executor, and beneficiary.
This information is not intended to substitute for professional legal advice and does not create an attorney-client relationship. You should accept legal advice only from a licensed legal professional with whom you have an attorney-client relationship.
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