Legal Question in Wills and Trusts in Oregon
My wife's Mother recently died in California and left her estate in 3 equal parts to her three children,. My wife wants to know the monetary extent of the estate and how to transfer her portion to her financial advisor here in Oregon but Robert Ogden of "Ogden Wealth" in Santa Maria, CA refuses to provide her with anything whatsoever citing so-called "privacy issues' even though she is clearly stated as a legitimate heir on the document. he's claiming he cannot give her even basic information without the okay of her older sister, another of the three heirs. What's with this anyway? Sounds quite unfair to my wife.
1 Answer from Attorneys
Your mother-in-law's estate would be subject to administration or probate in California as she resided here. As such, if your mother is a beneficiary under a Will or Trust, a copy of the document is required to be given to your wife. Your wife does have rights to see the document that gives her an interest in the property. She should seek the counsel of a California attorney practicing estate planning litigation. If you have any follow up questions I would be happy to assist as our office does practice in this area.
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