Legal Question in Wills and Trusts in California

Unfortunately, I hit the wrong button on the iPad and my second, more detailed question was erased--(it's hard to even have patience with myself, but I'm having fun learning. Let me try just once more. My parents have a Trust. When Daddy died in Sept., everything went to momie. But, my father had a private savings account without anyone else listed on it and didn't include it in the Trust. We are now going through the legal hoops of getting it transferred into my mom's name. We have the account number, etc. But the bank won't reveal the amount in the account. They did tell us it is just below the amount where it wouldn't have to go into probate in the state of CA. Can anyone out there tell us what the cutoff dollar amount is of a savings account before it would have to go to probate. We are just curious at this point. Thankyou for reading all these documents--and I thought acute care nursing was hard!!


Asked on 12/07/11, 9:12 pm

3 Answers from Attorneys

Jennifer Rouse Meissner Joseph & Palley

$100,000.

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Answered on 12/07/11, 9:42 pm
Scott Jordan Jordan Law Office

$100,000

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Answered on 12/08/11, 9:43 am


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