The trust in question was set up by my wife who was found to be incompetent by two physicians and replaced by the Successor Trustee. I am a beneficiary of the Trust. The successor Trustee says that she need not provide an accounting unless my wife predeceases me. Is she correct?
I think that it would depend on if you could make a credible argument that the trust has become irrevocable due to the incapacity of the grantor and thus you are now a qualified beneficiary who has a right to an annual accounting even though the grantor is still living. I would recommend that you...Read more »
It is likely that this attorney is just acting out of an abundance of caution and wants to make sure that you only write checks for estate expenses or make distributions to the beneficiaries only at the appropriate time. I have done this in some cases, but not in all cases.
My mother (FL resident) recently passed away. She did not own a home or motor vehicle; she only had financial accounts (checking, savings, IRA , Annuity). She had a Will prepared about 15 years ago naming myself and brother (50%) and step-children (50%). However, all her accounts were held in her... Read more »
Unless it can be shown by certain evidence that a joint ownership of an account was intended by the your mother was for convenience only, then each account passes to the co-owner without probate administration. The will only dictates how probate assets are distributed. Probate assets are limited to...Read more »
If you are a trustee in Florida, I would recommend that you consult with a probate and trust attorney before you make any distributions. If the trust is in another state but with real estate in Florida, you may need to consult with an attorney in the state in which the trust is being administered....Read more »
My father passed away October 29. He was never married to my mother and his name is not on my birth certificate. He did not tell me he was my father until I was in my 20's. We did not have any kind of relationship. He never provided for me in any way while I was growing up (on and off... Read more »
The Florida Probate Code states that you would need to have some proof that you were his child. This could be in the form of a written statement by him acknowledging that he is your father or an adjudication of paternity by a court (either in a paternity case or in a child support case). One of...Read more »
You would need the person to have signed a durable power of attorney giving you financial decision making powers before they became incapacitated. A health care surrogate cannot make financial decisions. If you do not have a durable power of attorney and someone needs to make financial decisions...Read more »
The successor trustee should file a Notice of Trust in the county of residence of the deceased Grantor. This filing involves a filing fee of $41.00. There are also quite a few other administrative responsibilities of a successor trustee for which the guidance of an attorney is highly recommended,...Read more »
I never met my father and only occasionally spoke with him. He lived and registered the car in North Carolina but was down in Florida when he passed. The detective who found him contacted me, his only living kin, and told me to come get his things. I insured the car, flew down to Florida to pick it... Read more »
If the property is located in Montgomery, Alabama, then you will to post this question in the Alabama probate Justia forum. If the property is located in Florida, and there was previously an estate administration for your father which provided a life estate to your stepmom with remainder to you on...Read more »
He is alive but has 2 people renting rooms in his home he owns. I want to protect myself but also not sure if I need to do anything now? What happens if he becomes incapacitated? Should I meet with any attorney now? Thanks
As agent, you can meet specifically with an elder law attorney who can review your friend's financial picture to determine if there is anything you could be doing (or shouldn't do) as POA to help him qualify for Medicaid and other long term care benefits if he were to need nursing care in...Read more »
I left ny in Feb 2016 was threatened if I went back to retrieve my personal belongings. My adult son still lives in the home and refuses to talk to me since I left. His dad passed away last saterday. Everything is in my name. What are my legal rights and options?
If your parents are still living, you do not need a probate attorney. A real estate attorney could look at the deed to help you determine if the property would pass to the survivor under the deed or if probate would be required someday.
At the time of your mother's passing, if her home is titled solely to her in fee simple, then there will need to be a probate administration to transferred to her heirs at law (if no will) or devisees (if there is a will). The probate process is necessary to give clear title to the...Read more »
I, as the surviving spouse want to sell this property (FL) and need to probate it because I am not on the deed, only my husband. He and I had 2 children together who are minors and he had one adult child from a previous relationship as do I. I was advised that upon the sale I am entitled to 50% of... Read more »
I am very sorry for your loss. Those attorney answering this question before me are correct. The children's 50% goes to all three children. Because your children are minors, if you were appointed the personal representative (spouse has preference of appointment when there is no will) and you...Read more »
.. And bank accounts. I've lived with her for almost 6 years. I just received her urn and death certificates. My first question is: When I received the death certificates, there was no cause of death listed. (She passed away from lymphoma) Is that normal in the state of Florida not to list... Read more »
Hi Travis: I am so sorry for your loss. You will need to work with a Florida probate attorney to open your aunt's estate and get the court orders admitting the will to probate transferring her assets. Depending on the size of the estate, you may qualify for summary administration, which is a...Read more »
My parents passed away 11 years ago and left the house to me an my other two siblings. The last time I seen the executor of my parents estate was back in 2011 when the house went into foreclosure. She signed papers to allow me to pay an save my parents home afterwards I tried contacting her in... Read more »
Even if you are not the executor named in your parents' wills, you can still file a petition to open the estate. You should work with a probate attorney to review all the facts and determine what type of estate to open. In the meantime, keep paying the property taxes.
trying to get legal ownership of the property. 2 Uncles are deceased, 1 Uncle still alive, and now I'm legally owner of the last 1/4 because my mother deeded it over to me. Both deceased Uncles have been gone for over 10 years without a probate process processed on their estates. I've... Read more »
It looks like you will need to hire an attorney to open your grandmother's estate (if the property appraiser still lists the property in your grandmother's name with "heirs" after her name and then you will also have to open the estates of both of your uncles. Then after that,...Read more »
I'm sorry for your loss. Each county varies how long it takes the court to review the initial pleadings and appoint a personal representative. With the personal representative and the beneficiary being one and the same person, there will not be anyone else to give notice to, so once you have...Read more »
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.