Legal Question in Wills and Trusts in California

There were six siblings but two passed away before my mom wrote here will and trust.

Mom passed away and did not mention the two siblings in her will. Her estate was to be divided among the living siblings.

The widows of the two siblings asked if their husbands shares would go to the children. We told them that the estate was divided amount living siblings at the time of moms death.

Even though no Grandkids were mentioned in the will are we obligated to give them copies of the will and trust. Also, if they don't contest the will after 60 days can the funds for the estated be divided and giving out to the siblings? Or do we wait 120 days

We live in California.


Asked on 2/24/12, 7:42 am

5 Answers from Attorneys

Kurt Seidler Law Offices of Kurt A. Seidler APC

I would have to see the exact wording of the will but if they were left out it would seem to a judge that her intent was to not leave anything to the grandkids.

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Answered on 2/24/12, 7:53 am
Scott Jordan Jordan Law Office

Mr. Seidler is probably correct. However, to be safe, you should schedule an appointment with a local estate planning attorney to review the documents for more specific advice.

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Answered on 2/24/12, 9:12 am
Rosemary Meagher-Leonard Law Office of Rosemary Meagher-Leonard

Individuals do sometimes decided to leave their estate to their surviving children, as opposed to providing for their grandchildren or any heirs of predeceased children. It sounds like that is what your mother decided to do here. Under Probate Code � 16061.7, the successor trustee is suppose to serve a notification by trustee on all interested persons, including any potential heirs such as the grandchildren. This notification includes specific information such as the name of the successor trustee and location for administration of the trust, as well advising the heirs and interested persons that they can request a copy of the terms of the trust (the trust document). The notification also advises them that they have 120 days from the date of the notice, or 60 days from the date they receive a copy of the trust document, whichever date is later, to contest the trust. In otherwords, the grandchildren are entitled to receive notice and a copy of the trust (if they or their parent/guardian requests it). After the time to contest the trust expires, and all just creditors have been paid, the successor trustee may elect to make distribution of the trust assets to the beneficiaries according to the trust's terms. I agree with the other attorneys that you should have an estate planning attorney review the trust documents first, though.

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Answered on 2/24/12, 11:05 am
Donald Field Donald L. Field, Jr., Attorney at Law

you should retain a qualified attorney to provide advice regarding the duties and responsibilities of the executor and/or trustee, as well as the issue you have raised.

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Answered on 2/26/12, 12:17 pm


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