If I’m the sole trustee of a Trust, do I have to give a copy of it and the pour-over Will to the county for its records?

Get Legal Help Today

Compare Quotes From Top Companies and Save

secured lock Secured with SHA-256 Encryption

If I’m the sole trustee of a Trust, do I have to give a copy of it and the pour-over Will to the county for its records?

If so, is there a timeframe?

Asked on December 12, 2014 under Estate Planning, California

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 9 years ago | Contributor

Do you mean do you have to file a Probate in the Probate Court in the county in which the decedent resided at the time of his or her death?  Without knowing more about the facts of your particular matter I would say that filing protects the assets, especially if you find that some were not placed in the Trust prior to death.  That is the beauty of the pour over Will.  Good luck.


IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although AttorneyPages.com has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.

Get Legal Help Today

Find the right lawyer for your legal issue.

secured lock Secured with SHA-256 Encryption