Mom's Stock Account Increased Since Death - Step-Up Basis in California?
My mom passed away 2 years ago suddenly with no will. Her stock portfolio increased quite significantly while she was alive, and has been steadily increasing for the last 2 years.
What do I need to do to retain step-up basis in the state of California? My dad is of no help because he is almost 80 and doesn't speak English. I have an estate attorney who helped with creating a trust for my mom's estate, but she isn't the best communicator since she just had a baby.
Who is the best person to talk to, and what paperwork should I or need to file?