Legal Question in Wills and Trusts in California

My mother passed away in 2002, and we thought her will left everything to a women's shelter. We recently received a letter from an asset recovery company notifying us of unclaimed assets in my mother's name, and offering to get the assets for a small fee (10% of recovered assets). Are these unclaimed assets covered under her will? If not, can we claim them? My brother and I are her only heirs, although my brother wants nothing to do with these assets. I do not have a copy of her will, and neither my brother or I were named trustees of her will.


Asked on 2/05/12, 1:23 pm

2 Answers from Attorneys

They would most likely be under her will.

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Answered on 2/05/12, 1:25 pm
Anthony Roach Law Office of Anthony A. Roach

You are going to have to get a copy of the will to determine that. If money was left for the shelter, then the will must have been probated. You will need to contact the court where the will was probated, as the will should have been filed for probate.

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Answered on 2/06/12, 11:40 am


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