From California. My husband’s father passed away almost a year ago. He had a trust, but his wife (who is not their mother) initially refused to provide it until my husband’s sister had her formally served. After that, she released the trust documents.
According to the trust, his wife has a life long tenant and can live in the home for the remainder of her life. After that, the property will go to my husband and his sister, who is also the trustee. The property includes both a front house and a back unit (ADU).
The trust also states that she is responsible for paying all property taxes and maintaining the property, including any necessary repairs. The home is fully paid off and valued at approximately $1.5 million.
There are concerns about the condition of the property. At the time of his father’s passing, there were about seven dogs living there, and cleanliness was already an issue. My husband and his sister are worried that the property may not be properly maintained and could be losing value.
Since they are the future beneficiaries, they would like to arrange for an inspection to assess the current condition of the property, including any potential damage. We believe proper notice may need to be given to her in order to gain access for an inspection. Any advice. They would like her out of the property, due to the neglect.