What to do if a beneficiary’s last name has changed?
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What to do if a beneficiary’s last name has changed?
My friend’s husband is terminal. He left everything to her in his Living Trust but it was prepared before they were married and before she changed her name legally. Her new name now includes his last name. Is the Trust still valid since her name is now different? Does he need to change the trust to reflect her current legal name or is it suffice for her to show proof that she has since changed her name legally?
Asked on February 13, 2013 under Estate Planning, California
Answers:
Victor Waid / Law Office of Victor Waid
Answered 11 years ago | Contributor
she will need to show proof in the way of an affidavit and a certified copy of the order changing her name, to make a claim into the trust, when the trust becomes effective.
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