Notifing my trustee when I'm gone

[John Doe Smith]

Jurisdiction

California

Is there a place where I can register the name of my estate attorney and trustee so that I can be sure they are notified when I kick the bucket? I don't trust my greedy unwashed relatives to notify them since they would benefit greatly if it were to appear that I passed intestate. Besides, even if they are honest, I can never be sure that they will remember where they put the contact information.

 

[Zigner]

Is there a place where I can register the name of my estate attorney and trustee so that I can be sure they are notified when I kick the bucket? I don't trust my greedy unwashed relatives to notify them since they would benefit greatly if it were to appear that I passed intestate. Besides, even if they are honest, I can never be sure that they will remember where that put the contact information.

Why don't you plan to regularly reach out to them (once a week, once a month, whatever)? That way, when you don't reach out, they'll be on notice.

 

[army judge]

Is there a place where I can register the name of my estate attorney and trustee so that I can be sure they are notified when I kick the bucket? I don't trust my greedy unwashed relatives to notify them since they would benefit greatly if it were to appear that I passed intestate. Besides, even if they are honest, I can never be sure that they will remember where that put the contact information.

Many people choose to retain an attorney or bank to make sure the estate of the dearly departed one is addressed as the decedent's will or trust documents dictate.

 

[zddoodah]

Is there a place where I can register the name of my estate attorney and trustee so that I can be sure they are notified when I kick the bucket?

No.

I think Zigner's suggestion is a good one.

 

[adjusterjack]

Keep something in your wallet telling people who to notify if they find your body.

 

[John Doe Smith]

Why don't you plan to regularly reach out to them (once a week, once a month, whatever)? That way, when you don't reach out, they'll be on notice.

I could last another 25 years if I'm lucky. That's a lot of calls to tell someone that I'm not dead yet

 

[Red Kayak]

I could last another 25 years if I'm lucky. That's a lot of calls to tell someone that I'm not dead yet

Then acquire an actual social network.

 

[Zigner]

I could last another 25 years if I'm lucky. That's a lot of calls to tell someone that I'm not dead yet

Frankly, if you're not close enough to make a monthly call, or even a quick email/text message, then you might want to rethink the person you've chosen.

 

[John Doe Smith]

Frankly, if you're not close enough to make a monthly call, or even a quick email/text message, then you might want to rethink the person you've chosen.

I trust my trustee, it's not a relative. It's my CPA (or maybe I should say his firm) who does trustee work. But I only see him once a year. So unless he's contacted by the relatives I've given his name to, he wouldn't know.

 

[zddoodah]

I feel compelled to point out that you've veered away from any sort of legal issue. Whatever steps you want to implement between you and your CPA and attorney are for you and them to discuss.

 

[Zigner]

I trust my trustee, it's not a relative. It's my CPA (or maybe I should say his firm) who does trustee work. But I only see him once a year. So unless he's contacted by the relatives I've given his name to, he wouldn't know.

Then you can find a friend you trust and give that friend the firm's information with instructions to notify them when you pass away.