Legal Question in Wills and Trusts in California

How do I ensure my 1/3 interest in a property goes to an heir & what are the steps I need to take?

I don't yet have a will or trust.


Asked on 7/07/11, 7:17 am

1 Answer from Attorneys

Eliz. C. A. Johnson Eliz. C. A. Johnson

You start by setting up a Trust or at least a Will. If your interest in the property is a present one, in other words, not an expectation, you can designate how that property will pass in your own estate planning documents unless the deed on which you are a part owner lists you all as joint tenant which has right of survivorship, meaning on your death it would pass to the survivors. See an attorney in lovely Apple Valley or near you to help with a Trust but also an Advance Directive, a power of attorney for asset management and whatever else your estate may need.

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Answered on 7/07/11, 8:19 am


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