Trustee Removal | Somebody Didn’t Do Their Job

Hi, I’m Mike Hackard. I want to tell you about a son, we’ll call him Jacob, who had to sue his sister, Charlotte, to receive his inheritance. Their mom died earlier this year. Their mom’s California home, worth about a million dollars, is titled in a trust.

Jacob’s mom told him many times that the home would be sold after her death and the proceeds would be split equally between Charlotte and him. Charlotte has been living in the home over the past five years. Charlotte has difficulty in keeping jobs and was unemployed even before moving to their mom’s home. She continued to be unemployed. She lived off of her mom.

Charlotte will not let Jacob into the home. She’s prevented him from entering since mom’s February 2020 death. Charlotte claims there is no trust even though the house is in the name of the trust. Charlotte says the house is hers. Title says otherwise. So does Jacob.

Jacob retains Hackard Law to assert his rights. Like many cases that we’ve had before, we move for trust court oversight and begin the process of forcing Charlotte to account and respond to our petition for trustee removal. If Jacob didn’t move for court oversight, Charlotte would continue to live in the house and Jacob’s inheritance would be long delayed or even lost entirely. Delay is not your friend. Jacob is intent on winning.

This pattern is repeated time, and time again throughout California. Hackard Law represents heirs and beneficiaries in trust, estate and elder financial abuse litigation. If you’d like to speak with us about your case, call us at 916 313-3030. We’ll be happy to talk with you.