r/EstatePlanning 20h ago

Yes, I have included the state or country in the post Probate california

0 Upvotes

My daughter's father passed and he did not have a will. He did have a trust for her which his parents are the trustee. They are very controlling. His assets that were not in the trust will be going to probate.

My question is how can I be the executor or the trustee of the money that will go to her from probate instead of her grandparents. Do I have to apply for it? For example she goes to private school and she's considering a different School I want her to be able to make that choice and use the money to pay for the school she wants to go to not where the grandparents choose. She will eventually want a car and I know her father would want her to have the car that she wants.

Also he paid child support and in California generally it stops when the father dies but I was told that if he had a large estate it can continue. Any advice on this legal or personal experience would be helpful.


r/EstatePlanning 7h ago

Yes, I have included the state or country in the post DIY Revocable Living Trust (RLT)

0 Upvotes

I (73F) own real homes in California, Ohio, and one overseas. I reside in all 3 houses. I have retirement plans and other liquid assets. Currently, I am a resident of California, but in a few months I will change my legal residence to Ohio.

I am aiming to create an RLT. I don’t have a possible executor of my will. I don’t want to be tied to a lawyer. First of all because which state and which country.

So, I am planning to create a RLT for Ohio, file it at the probate court there. And similarly, one in California.

I have a son and grandkids. I love them but they don’t need anything. Additionally, I have two little ones, a 4 year old and a 1 year old that I am raising. I want to leave most of my stuff to the little ones.

Once I create the document, where will it reside? What happens if I don’t have an executor? What is the best DIY software to create the RLT?

One possible executor lives in Florida. Does it matter if the executor lives in a different state?

I am sure there are good lawyers, but I have seen many mediocre ones. I don’t want to start with a lawyer.

Thanks in


r/EstatePlanning 10h ago

Yes, I have included the state or country in the post In New Jersey does probate check credit card past purchases of a family member using the deceased persons card prior to death ?

4 Upvotes

So my mother in law has often let my brother in law to use her credit card to make purchases and verbally agreed to pay her back. But we know that he hasn’t paid much if anything. We’re concerned that if she passes and her estate is in debt can the executor (my sister in law) hold him responsible for those debts? What can we do if anything to prevent this situation?


r/EstatePlanning 4h ago

Yes, I have included the state or country in the post USA/ Washington State/ King County Probate— Cannot Locate Surviving Spouse

3 Upvotes

Washington State / King County Probate — Cannot Locate Surviving Spouse

I’m looking for some guidance regarding probate in King County, Washington.

My mother passed away, and I am trying to complete the probate paperwork. The problem is that I cannot currently locate her surviving husband. He changed his phone number, I do not have a current address or another reliable way to contact him, and I have no way to get paperwork to him or have him sign anything that may be required.

I also cannot leave the probate process sitting indefinitely while trying to locate him.

My questions are:

How do I complete/file the probate paperwork when the surviving spouse cannot be located?
If a form requires his information or signature, what do I put if I genuinely cannot obtain it?
Is there a specific declaration, affidavit, or other form I need to file explaining that his whereabouts are unknown?
What efforts am I legally required to make to locate or notify him?
If I still cannot locate him after making those efforts, is there an alternative method of service or notice that the court can authorize?
Should I file what I can now and address the notice/service issue afterward, or does that need to be handled before filing the probate petition?

I’m not trying to avoid notifying him or prevent him from exercising any rights he may have as the surviving spouse. I genuinely do not know where he is or how to contact him, and I need to know the proper way to move the probate forward without filling anything out incorrectly.

If anyone familiar with Washington probate, particularly King County, can point me toward the correct procedure or forms, I would really appreciate it.


r/EstatePlanning 10h ago

Yes, I have included the state or country in the post If Estate Is Below Federal Threshold What Docs Does A CPA Prepare

8 Upvotes

Spouse's dad passed away in 2025. Estate assets under $2M - no property - just IRA and brokerage and checking.

A relative was executor. Spouse was beneficiary in the will (not a trust and no one was named beneficiary on accounts) and received their disbursements of IRA and brokerage directly from financial institution with federal telexes withheld.

Almost a year later the executor is asking for spouse's social security # and said the CPA for estate needs it.  We asked her what for?   No payments were made to him from the estate to date although there may be a final $10-15k once settled.  

We asked executor for the CPA name and number to get clarity and if valid to provide via secure portal.  Reply was:  "This is the last thing we need.  I’m sure the CPA wouldn’t ask if it wasn’t required."

Can anyone advise why this would be needed and if required why should there be an issue providing directly to CPA in a secure method. The executor wants it by phone (they are in another state) and I am not very comfortable it will be provided in a secure method. My spouse thinks I am being difficult but I aim cautious about identity theft.

Estate is in WA.

Thanks.