Legal Question in Wills and Trusts in Washington
Locating a Trust
My grandmother informed me years ago (my parents are divorced) that my grandfather set up a trust before his death (1960s)that named my father as one of the beneficiaries. If my father preceded his mother in death than the beneficiary became his children (me and a brother) Which happened. Distribution would be triggered by my grandmothers death. Grandma has recently passed away and no one seems to know about this trust. The will does not mention it, the bank knows nothing and the executors know nothing. Where do I go next?
2 Answers from Attorneys
Re: Locating a Trust
Tough question. Try to talk to the lawyers who did work for your grandfather years ago. May be the same lawyers working on your grandmother's estate. Sounds like a remainder interest for your father [in turn you and brother] after grandmother passes away. If grandmoither only had a life estate, then your interest would have vested when grandfather passed, but if not vested, then, grandmother could have changed the trust or did a whole new will. If she has passed, you may never know. Who are the heirs now of her estate? And who is the executor related to? Try to find someone who can give you straight or disinterested answers. But it is hard to do. Good luck.
NOTE: Please understand that the information provided in this reply is for informational purposes only and does not create an attorney-client relationship. It also may not be complete, and is designed for general information to parties under California law. Before you make any decision that might possibly have legal implications, you should consult with our office, or another qualified professional, so that thorough legal advice can be provided in a manner that relates to your specific circumstances. Thank you.
Reply Posted By:
Wayne V.R. Smith
Attorney at Law
P.O. Box 3219
Martinez CA 94553
Re: Locating a Trust
Check the county recorder's office.
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