My family trust

[pjcar41]

My parents set up a family trust in California a long time ago and the attorney that set that trust up retired I know someone else took over those records but can not find that info my mom died now and I need it

How to find out who to go to now?

Any help would be greatful

 

[anteater]

What kind of records are you looking for?

Who is/was the trustee? Is there a successor trustee named in the document?

 

[pjcar41]

What kind of records are you looking for?

Who is/was the trustee? Is there a successor trustee named in the document?

I have the records I need help and questions on how the form Addidavit for Collection of Personal Property works and how to fill it out to collect some money my mom got after she died

 

[FlyingRon]

I have the records I need help and questions on how the form Addidavit for Collection of Personal Property works and how to fill it out to collect some money my mom got after she died

Not enough information here. Take all your paperwork to an attorney.

 

[anteater]

OK. It sounds as if this does not have anything to do with the trust. The trust only covers property that was transferred into the trust.

There are a number of websites that provide information on the California Affidavit for Transfer of Personal Property. For example:

http://www.courts.ca.gov/10440.htm


You could also find an attorney to help, probably at a modest fee.

 

[pjcar41]

OK. It sounds as if this does not have anything to do with the trust. The trust only covers property that was transferred into the trust.

There are a number of websites that provide information on the California Affidavit for Transfer of Personal Property. For example:

http://www.courts.ca.gov/10440.htm


You could also find an attorney to help, probably at a modest fee.

Thank you where to look for an attorney referral service?

 

[anteater]

Thank you where to look for an attorney referral service?

You might check with family and friends to see if they have any recommendations.

Or check out the State Bar's info on referral services:

http://www.calbar.ca.gov/Public/LawyerReferralServicesLRS.aspx

 

[pjcar41]

Thank You

Thank you all for the info I appreciated it