living wills / trusts How can I research a living will that was supposedly left…

living wills / trusts
How can I research a living will that was supposedly left to me and my family some years ago. All I know is the name of the person that left it and where she lived.

2 thoughts on “living wills / trusts How can I research a living will that was supposedly left…

  1. Re: living wills / trusts
    Again, a living will leaves nothing. I recommend you get a free download of my Special Report, “The 7 Most Common Mistakes Made by the Middle Class in Planning For the Inevitability of Death and the Likelihood of Disability, and How to Avoid Them.” You can get it at my site, You should probably also get my book, Create Your Legacy & Save the American Middle Class. It contains the information that I developed for lay audiences in hundreds of seminars to thousands of people. It will answer nearly all of your questions about how to protect a family from the financial catastrophe that can often accompany the inevitabilty of death and the likelihood of disability. And answer a lot of important questions you never thought to ask. Both are terribly important. A lot of people don’t realize that conservatorship is the fastest growing lawsuit in America and the average conservatorship lasts 3 years today. That is because medicine has gotten better and better at keeping us “alive” ofen under the worst circumstances.

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    Mitchell Roth
    MW Roth, Professional Law Corporation
    13245 Riverside Dr. Suite 320
    Sherman Oaks, CA 91423

  2. Re: living wills / trusts
    Are you talking about a living will or a living trust? You need to know what the difference is, because they are like apples and oranges.

    A living will pertains to directives regarding medical treatment, so it is only effective while that person is living. It wouldn’t do much good after death except perhaps to give burial instructions and such, so I don’t know why you are interested in it.

    If you are talking about a living trust (which is a substitute for a will), that is a different story. That person might have left something to you in a living trust.

    Just out of curiosity, how do you know that the person had a living trust and left trust assets to you?

    One way to begin doing research is to find out if that person owned property. Recording of title is the one publicly accessible information that could provide some information regarding the trust, i.e. name of the trust, trustees of the trust, date trust was executed. So I would start from there. After that person died, there had to be a transfer of that property. If the property is in a trust, then you will be able to find out who the successor trustee was by looking for a document called “Affidavit- Death of Trustee”.

    Frankie Woo
    Fiducia Legal
    13215 Penn St., Suite 323
    Whittier, CA 90602

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