I suggest you discuss this with an estate planning attorney. I am assuming your trust is revocable. If your savings accounts, house, and CDs are titled in your trust, then they will each need to be retitled, and then a TOD beneficiary assigned. If those things are titled in the trust, the trust... View More

Probate can only be avoided if your parents had recorded a Transfer on Death deed or affidavit. If they did not, you have to go to probate. Depending on the time since your parents died and the local rules of the county probate court, you or your brother may be able to do a Transfer of Real... View More

Unless your mother had beneficiaries on her house and her car, you will have to open a probate estate to distribute the assets. I suggest you contact an attorney who works in probate in the county where your mother lived. They can guide you as to the best time to file, who will need to be... View More

First your mother will have to get the house in her name alone. Depending on the wording of the deed, that may require probate or an affidavit. Then your mother can do her estate planning. A will does not avoid probate, but there are other ways. A trust avoids probate. She should schedule a... View More

The probate courts in different counties of Ohio have different rules for when property can be distributed. In most counties I've worked in, real property cannot be transferred until the Inventory in the estate has been filed and/or approved. Some counties can transfer personal property... View More

It is good that you are recognizing this could be a problem up front, so that it can be handled. There are two ways to approach it. One is to accept there is a penalty for an improper transfer, and arrange to pay (value of car/average monthly private pay rate for this year, currently $7,453 =... View More

Medicaid Estate Recovery can only claim what your mother has in her name at the time of her death. They will not have any claim on your house because she pays you rent.

Normally you will need to open a probate estate for the check. Occasionally the bank will bend the law and accept a deposit of the check. You need to speak to a probate attorney.

You are not permitted to disclose confidential information, like full account numbers, on the probate forms. So the courts provide that form to allow you to show full account numbers and match them to the truncated ones you put on the forms; that form will not be scanned and posted on the... View More

You need to talk with a probate attorney. You have not provided rnough information to answer your question.

You only list those assets that are probate assets. Anything passed by a TOD or POD or a joint owner is not a probate asset.

A will does not avoid probate. You can consult an attorney to prepare a Transfer on Death Affidavit to record with the Recorder's office. That will transfer outside of probate. Alternately, you can create a trust and transfer the condo to the trustee.

ProSeniors is correct. From your description, the only asset you would have to probate is the $40 bank account and it would cost more to probate it than it is worth.

It is likely that they would ask your name and address, so that they can keep you informed regarding the estate. They should not ask confidential information like SSN, bank accounts, etc. If something they asks makes you uncomfortable, don't do it.

You should contact an elder law attorney. You MAY be able to transfer the house to her if you need Medicaid, but if you contact an elder law attorney, they would be able to advise you as to whether that is possible.

The POA does not have to list individual properties. It should say something similar to "to lease, rent, manage, contract to sell, sell, or convey real estate by deed or any instrument".

As long as you did not sign documents as the responsible person for your mother's bills, you are not responsible. If you were your mother's agent under a power of attorney, and if you signed as her agent, you should have put a POA by your name to designate that you weren't signing... View More

You received the Notice because you are next of kin; it is just to inform you that your grandmother's will was filed with the probate court in the county where she lived. You will need to look online to see what the will says. You would be entitled to your father's share of your... View More

You will inherit anything that lists you as a beneficiary. A will only controls assets that go to probate court, which are assets not jointly owned, having no beneficiary, or not in trust.

There are organizations who can serve as guardians. Look on the Internet for those organizations which operate in Hamilton County.