Legal Question in Wills and Trusts in California

The daughter of the tustor is named in the trust by maiden name. She is now married. When using her name in declination of trustee paper work. should I use her maiden name or her married name? The item will need to be notarized and she would only have ID in her married name

Asked on 8/28/13, 2:18 pm

3 Answers from Attorneys

Jennifer Rouse Meissner Joseph & Palley
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Use an "also known as" in the paperwork.

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8/28/13, 2:20 pm
Victor Waid Law Office of Victor Waid
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Jennifer Rouse is correct.

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8/28/13, 2:34 pm
Charles Perry Law Offices of Charles R. Perry
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I agree as well. The signature should be by the beneficiary using her married name. The text of the document should explain that the name in the trust document is her maiden name.

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8/29/13, 12:29 am

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