Legal Question in Wills and Trusts in California

Iam involved with a revocable Trust that since the Settler has deceased I believe is irrevocable. I am not but have been performing the duties of the trustee since the successor Trustees named in the trust do not want and have not accepted the responsibility. 3 heirs, 2 were named as successor Trustees, I was not and 1 real property are involved. All heirs/ beneficiaries are agreed.

I have initiated a civil action involving an unlawful foreclosure of a Reverse mortgage with the property in the Trust. Can I lawfully represent Trust as a beneficiary or can I be named as Trustee with approval of all beneficiaries with out a court or probate action?


Asked on 2/16/14, 8:24 am

4 Answers from Attorneys

Michele Cusack Pollak & Cusack

Depends on what it says in the document.

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Answered on 2/16/14, 8:27 am
Anthony Roach Law Office of Anthony A. Roach

You can't represent the trust in a lawsuit unless you are represented by an attorney, and unless you are the duly acting trustee.

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Answered on 2/16/14, 10:12 am
Victor Waid Law Office of Victor Waid

Messrs Cusack and Roach are correct. Suggest you obtain the representation of probate/trust beneficiary counsel at the very least to guide you in this matter, assuming you are a beneficiaery.

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Answered on 2/16/14, 4:59 pm
William Christian Rodi Pollock

Unless the trust allows appointment of a successor, you probably need a court order to act. You should seek counsel immediately.

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Answered on 2/18/14, 10:26 am


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