QUESTION
What kind of professional can help a lovely old lady understand the details of a living trust that has already been finalized?
Asked on Sep 12th, 2014 on Trusts and Estates - California
More details to this question:
My mother does not understand a living trust that was put in place by my father before he came down with advanced stage dementia. She wants to have a credible, independent professional read over the trust documents and provide her clear answers to her questions. However, she does not have the money for an expensive lawyer. Is a lawyer the best person to help her with this or is there another type of professional? What are they called and how would you find one in Southern California?
1 ANSWER
I do think an experienced estate planning attorney would be best. It will cost money but hopefully you can find one who won't charge too much. Here is a link to the State Bar of California Certified Specialist search. Select estate planning, near the bottom, and put your mom's city or county. Certified Specialists have taken a second bar exam in this area of law and should be well qualified to help you. Good luck. -John
Answered on Sep 16th, 2014 at 6:11 AM