What can we do if my sisters and I are trustees of our father’s Trust, however while w have copies of it he did not list the assets covered by the trust and does not seem to want to?

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What can we do if my sisters and I are trustees of our father’s Trust, however while w have copies of it he did not list the assets covered by the trust and does not seem to want to?

We are concerned that we may have a difficult time when he passes.

Asked on January 7, 2015 under Estate Planning, California

Answers:

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

Answered 9 years ago | Contributor

You are correct: you might.  Generally the assets must be transferred in to a trust prior to the person passing away and assets that are forgotten can be transferred via a "pour over Will."  Please consult with an attorney asap.  Good luck.


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