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answered on Sep 24, 2018
At a minimum, you should include who should receive your assets and who should serve as your personal representative. If you want your will to be effective, you also need to understand the execution requirements for a valid will, otherwise it probably won't be used.
MY father has been dead for less than 30 days and the real estate agent/property manager cleaned and gave his car back to the lien holder (Honda). I am assuming this is still part of his estate, and needs to be dealt with accordingly. Is there a cause of action against the agent?
answered on Sep 20, 2018
Without more information, that is a tough call. Did the car have any value above the lien amount? If not, then the estate didn't really lose anything. Was someone still making the payments? If not, then the lien holder may have been able to repossess it anyway. Strictly speaking, the real... View More
but can't find the will that gives it to other people. Who would be in charge of doing that while we look for the will?
answered on Sep 14, 2018
You can attempt to have a personal representative appointmented to manage the property until the will is found, if ever, or another determination is made as to ownership. However, the tenants may be able to stall eviction if they can show they are entitled or possibly entitled to live in the condo.
answered on Sep 10, 2018
Depending on the value of the properties, the heirs could use a small estate affidavit to transfer the properties to themselves without the need for a full probate. The court probably has the forms on its website, depending on what county they are in.
Several autos are in the estate. Beneficiaries are interested, but do not have the cash to pay for these autos. Am I able to offset the cost of these items by deducting them from estate proceeds?
answered on Sep 5, 2018
A personal representative can make in-kind distribution of assets to the beneficiaries. These distributions, of course, count toward their total share of the estate.
She has dementia, but hasn't gone through the complete diagnosis process as she refuses to see the doctor. What rights do I have as her daughter to provide a safe environment for her even if it is against her will? How can I compel her to move to an appropriate residence since she is in... View More
answered on Sep 5, 2018
The answer to most of your questions is to get guardianship of your mom. You will then be able to get her appropriate placement, even against her will. You will need to show that she is incapacitated and unable to care for herself. This is usually done with a doctor's report. Once you have... View More
She has some dementia and does not have a will, powers of attorney, etc. despite my encouragement for years to get these documents. She won't listen to anyone regarding having to move out of the trailer park. If I went to court and was granted guardianship, would I be liable for whatever she did?
answered on Sep 4, 2018
Your mom could be evicted if the lease is not renewed. APS may get involved or at least investigate the situation. Guardianship sounds like a viable option, but you would be responsible for getting her placed somewhere safe.
Dad died 7 mos ago. can't get any info from estate lawyer. being told only entitled to limited info and 1x/year accounting. As residuary beneficiary, I believe I am entitled to all info as all transactions ultimately will affect how much money I get. I can't find any detail on what... View More
answered on Aug 27, 2018
The amount of information you are entitled to depends on whether the assets are held in an estate or trust. If it is an estate, the personal representative must give you an initial inventory from the date of death and an income and expense report (i.e. accounting) from then until final... View More
My brother died in February. He lived in a poor neighborhood in New Mexico. My dad has been appointed the Representative of his estate. All family, sibs and parents live in AZ. With my dad's permission, I drove to NM and collected his valuables, sold them and gave the money to him for the... View More
answered on Aug 20, 2018
Because the estate is proceeding under NM law, you will need to ask NM attorney for sure. Frankly, the estate will probably need to sell the vehicles to clear title and pay off the lienholders.
Probate period is complete. Informal probate, no creditors. Do I need court approval to move estate assets into trust so I can make distributions?
answered on Aug 13, 2018
Generally, you do not need court approval if the probate is unsupervised. You may want to seek agreement of the heirs and beneficiaries though.
My father was living in Tucson, AZ, and I live in New York. I don't want the house or anything in it.
answered on Aug 13, 2018
You are not obligated to clean out the house. The bank will be clean it out and dispose of the items as the deem appropriate.
An AZ property worth <40k was joint owned by my father and his disabled mother. He died last week. There is a tax lein from his negligence in paying property tax. My grandmother is in late stage Alzheimer's. I am the next of kin for both of them. There is no will from either of them. I... View More
answered on Aug 10, 2018
If you grandma is still alive, then she would be the owner. If both of them are now deceased, then you may need to open a probate to transfer the deed to the property to the heirs.
I am executor on my uncles estate and am named in the will. He recently passed away and his wife called to say I am no longer the executor of his estate and he left everything to her. He never told me this information and I have his will. I will not contest the will if this is true but she... View More
answered on Aug 9, 2018
You can attempt to determine if an attorney helped draft the new will and possibly get a copy from the attorney. Alternatively, you can file your will with the court, open probate, and provide notice to the wife. If she has a newer will, she will have the chance to bring it forward to the court and... View More
He had a live in girlfriend who took everything from the house on my wife. Before being processed. What is the law on this?
answered on Aug 9, 2018
As personal representative, your wife can demand the return of the property that would belong to the estate and get a court order against the girlfriend if necessary.
I am a surviving spouse of my husband who died without a will.
answered on Aug 8, 2018
If there is no will, then his kids may have equal rights if the kids are also not your kids. Otherwise, the surviving spouse it top of the list.
I was inherited money from my great grandma. My father gave me one of the checks .. and says that later on he will give me the other checks! He doesnt tell me the total amount! And my trustee who is a family friend, (who has never contacted me personally) apparently made the check out to my... View More
answered on Aug 6, 2018
Contact the family friend directly. The trustee has a duty to provide information to beneficiaries and to make the distributions fairly. The trustee should be able to tell you exactly what you are entitled to, including the total amount, if known. The trustee can also cancel checks or try to... View More
answered on Aug 3, 2018
The short answer is yes. Depending on where you are in the probate process, you may be able to get an agreement by the heirs and nominated executor to have someone else appointed. Usually, the court will accept such an agreement and make the appointment accordingly. If no such agreement is... View More
My brother is executor of dad's estate and per dad will everything is suppose to be split 4 ways, decisions are to be agreed with us before actions can be made
answered on Jul 31, 2018
It depends on whether the check is made out to your brother personally or to him as executor for your dad. If he was personally named as the beneficiary of the policy, then it is probably his money. If it was designated to go to your dad or his estate, then it should be put into an estate account... View More
answered on Jul 30, 2018
You can do a new will that revokes the previous one and names a new personal representative. Alternatively, you can draft a codicil (i.e. will amendment) and name a new personal representative.
I have been my mom's care giver for 2yrs for her Parkinson's and have lived with her for 3yrs. She went to utah 3wks ago to visit my brother for 10days and now I have been informed she gave this man power of attorney of her life and he has taken control over her. Trying to evict me sale... View More
answered on Jul 24, 2018
Overriding a power-of-attorney is not easy unless your mom agrees and revokes it. One of the few ways to force this is to petition the court to get guardianship for your mom. This is result is by no mean certain, but it is one of the few options in this situation.
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