She had a earlier will which named me executor. She is now in hospice and I was just informed by a friend of hers who looked after her that she changed the will and now he is executor. Do I have any rights?
The executor of a will is just the person tasked with administering it in probate court. Being executor doesn’t make one a beneficiary of the estate other than the right to collect executor fed for the work. Whether you inherit or not depends on whether you are named as a beneficiary and whether...Read more »
The contingency occurred.I recently discovered us grandchildren were disinherited via a 2005 restated AB trust under suspicious circumstances:My grandmother's daughters, my aunts, worked with my grandmother's lawyer in filing a Petition to Terminate the Bypass Part B trust of the 2005 AB trust. Us... Read more »
My father passed away 3/2018, and the executor of my dad's estate is my estranged sister. So far, instead of contacting her, I have called the law office for the case to get updates. But for several months now, it appears that my sister has instructed them to not even answer the phone when I call.... Read more »
My great uncle has unfortunately passed away recently. He has a living will that's kept in a lockbox under a bed. (At the nursing home he and his wife lived in.) His wife will not turn over the will to anyone. All that manners to us is his last wishes are carried out. His estate in total could be... Read more »
Yes and no. You can’t do a direct conversion but you could cash or sell the bonds and then invest the proceeds into a 529 account. That might or might not make sense depending on the current cash value of the bonds. And, as with so many things, there is a right way and lots of wrong ways to do...Read more »
I just found out that my grandmother had dementia and can't remember much. I recently learned that my grandma had put her house in my mom's name. Her son Ronnie (my sperm donor), his girlfriend and my uncle Tim are all living under her roof and haven't taken her to a hospital in fear of losing... Read more »
You can go to the local county recorder's office and look up the deed and obtain a copy by paying a copy fee per page. If you are unable to do that, you can hire almost any real estate paralegal or attorney to obtain a copy for you. Some real estate agents have the ability to do this as well....Read more »
Hire a probate attorney to help you probate your father's estate. As executor you will then be able to take action against everyone who has stolen property from your father's estate, with the power of the court to back you up.
Annette Beers, husband and wife as Trustors and LTB and/or LAB husband and wife as Trustees. After the death of Linda can Leon revoke this trust and eliminate the beneficiaries in the new trust he made in 1992 if the 1982 trust under Power to ammend and revoke states: During the lifetime of... Read more »
In 2008, I was named in my parent’s estate planning docs mentioned above. In 2018, my parents had already had my sister caring for them. After a couple of years, she brought in other parties, all meth addicts, like her, to help her.My parent’s savings was depleted. APS was brought in and... Read more »
Trust consist of two homes. Total mortgage owed on both homes is $180,000. We live in San Francisco Bay Area, San Carlos. I know California tax laws are INSANE! I don’t want to make a wrong decision that could have lasting effects on me financially.
Depending on how the will is worded and if the math works out it might be possible to distribute one house to you and the other to your brother. That way your brother’s creditors won’t be able to reach your inheritance.
Schedule a consultation with a probate attorney to review your options.
My grandmas conservator is abusing her I have been watching her recklessly spend 200,000 plus dollars but mostly they have almost killed her. She over the past year has fallen many times . She has broken many bones. The latest fall fractured her hip in many places and broke her arm in half. I... Read more »
it is a simple will leaving everything to my 2 daughters to split as they want. Just a house, car and personal belongings. Retirements funds in Vanguard are covered under beneficiaries at their firm. No debt or husband or other children.
Estate plans should be reviewed every few years anyway. You should invest in a consultation with an estate planning attorney. There is more to a complete estate plan than just a simple will. A proper estate plan handles more issues than just distribution of the estate at death. You should also...Read more »
Florida has requirements that are different than just about every other state. If you are moving to Florida or own Florida property you should consult with a Florida attorney about updates that might be needed.
The next week I went to probate court and obtained a copy of my mother’s will. I also learned that the probate case pertaining to my own mothers will was still active meaning never closed. My mother’s spouse who received her estate remarried a year and a half after my mother passed. So this new... Read more »
There is too much missing information in your recitation of the facts to provide an answer in this forum. You should schedule a consultation with a local probate attorney to help you. Rarely is probate a do-it-yourself project.
My aunt had passed away in NJ in 2014 leaving a life insurance policy of $17,000 with 2 beneficiaries. The beneficiaries are her two siblings, one being my father who had passed away in 2015. My surviving aunt, also a beneficiary (executor of my deceased aunt's estate) has already claimed her... Read more »
If the small estate affidavit is done correctly, the check should end up being made payable to your father's heir(s). If you are his only heir, then it should be made payable to you. You should hire a local probate attorney to help you with you. It is a fairly simple matter and should not be...Read more »
My dad inherited property which is being lived in by a family member. My dad also received an inheritance when his mother passed away. Since he lived most of his life in NJ, must I go through probate process in both NJ and PR? He did not have a will and death was sudden and unexpected.
You need to hire a probate attorney in PR for certain, because the main probate occurs where the decedent resided when he died. You will also need to open an ancillary probate in every other state in which the decedent owned property, using local probate attorneys.
My estranged father passed away and left a will & trust stating to divide his estate up equally between his 5 children. None of his children had contact with him for over 15 years. He had a large sum of money piled up in various investments that no one knew about. The Trustee, who is also a... Read more »
As a beneficiary of the trust, you are definitely entitled to a copy of the trust and to regular accountings from the trustee. If that is not happening, hire an attorney to send a stern demand letter to the trustee. If the trustee does not straighten up within a reasonable time after demand is...Read more »
The court file is public information. You can look at it any time you wish and even make copies (though most courts charge a fee for copies). If you need help interpreting what you are seeing in the file, or if you are concerned that the executor is not performing his or her duties properly, do...Read more »
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