Investors & landlords

I have a threshold question:

Was there an account (or more than one account) that was being held in your father's name, but not as trustee (i.e., not in the name of the trust, but in his name individually, even if the account had his SSN)? If so, was there a pour-over will?

 

I believe you have a complicated post-mortem structure and should seek professional guidance. Specifically, if your father maintained accounts outside his trust (or one of the trusts in which he was a grantor), then those accounts would become part of his estate after his death; they would not automatically become part of his living trusts unless there is language to that effect (either as a schedule in the trust or language in another testamentary document).