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Bob Mitchell
Guest
My aunt who lived in Santa Barbara California by herself started showing sign of dementia. She asked me her nephew to help with her estate. She had a lawyer assign her right as the trustee for the family trust to me. A real estate agent who has helped my aunt for years with her rental properties filed a petition with the Santa Barbara probate court to have me removed as trustee. Once the petition was finally submitted correctly the Judge assigned a local estate management company to investigate my aunt estate. The estate management company hired a local lawyer to represent them and found out that the estate co. insurance did not cover them to be a trustee. So, the judge and the lawyer work of an arrangement by call the estate co. a temporary special investigate trustee. So now, I the trustee, is being asked to pay both the estate co. bills and their lawyer bill from my aunts personal checking account. There is no Trust checking account. The trust lawyer tells me this is how it works, A this point the petition has only been assigned to the judge and has not been submitted to probate court for a hearing. So, for the last two months all the lawyer talk to the judge in her chambers and send me the bill. Any advice would be welcomed
Best Rregards
Bob
Best Rregards
Bob