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Actually you are incorrect - we do not have to calculate the value of the property as part of her total assets because the property is titled in a Trust in California.

Hi Jack - we just assumed that because the house is in a Trust that names us as the beneficiaries we wouldn't have to go into probate to sell it. We had been told that was the whole reason she put it into a Trust so that we would avoid probate...

Hello all - My two sisters and I have a question about our mom's estate and how we should handle things. My mom had the following assets: IRA Account Bank Account Real Estate She had a "Living Trust" and a "Conveyance of Property" putting those items into the Trust. Her thinking in doing this...