Q: My mother died over 4 yrs. ago with a will but my sister and I never probated the will. We found out that she had some
mutual funds and now in order to get that money do we have to probate the will?
A:
Generally, you are unable to have the will admitted after 4 years, depending upon location, amount of money, debts of her estate you may be able to file a small estate affidavit and proceed in that direction. I suggest consulting with a probate attorney where you can speak in private and receive direct advice. It's never a good idea to do or not do something based on what an attorney might say in an online forum.
Best wishes to you and your sister.
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