Legal Question in Wills and Trusts in California
what does "the trustee shall distribute the balance of the trust estate in equal shares to those relatives of trustor`s heirs at law according to the laws of the state of california then in effect relating to succession mean"? My name is on a revocable trust as a relative and the above statement is on this trust, what does it mean? [Edit]
3 Answers from Attorneys
It means if you would inherit under the laws of intestate succession, you would take under the trust.
Yes, that is what it sounds like. See California Probate Code Sections 6401 and 6402. (you can find them on-line)
The answers you got are somewhat reasonable from the excerpts you gave, but it is never a good idea to rely on advice (or to give it Mr. Roach and Mr. Cusack) that is based on only part of a document. It's like the story of the blind men and the elephant. Don't trust any advice from someone who has not reviewed the entire document.
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