Your mom’s lawyer can embrace a canopy letter to the monetary establishment explaining why there gained’t be an property account.
If the account is price extra, then there are two choices left. One is to file for probate, which isn’t the very best concept, as a result of probate will take at the very least 9 months to finish. It could even be comparatively costly as a result of probate isn’t low-cost in California.
Alternatively, she will be able to petition the courtroom asking for a courtroom order declaring that the funding account belongs to her because the successor trustee of the belief, as a result of your father meant to place it into the belief and tried to take action, though he failed.
Beneath a California appellate courtroom resolution in a case referred to as Property of Heggstad, kind of something that your father listed on the schedule of belief property connected to the again of the belief may be transferred to the belief by courtroom order with out having to undergo probate.
Since your father’s will in all probability leaves his property to the belief anyway, it’s hardly possible anybody will object. The courtroom would in all probability approve your mom’s petition.
Examine together with your mom’s legal professional one final time to see if she or he is definitely working in your father’s property.
If nothing is occurring now, your mom ought to in all probability see one other lawyer.