Bridgewater, NJ asked in Estate Planning for New Jersey

Q: I have a joint checking account with my mother and I am POA. Had to sell her house to pay fr her assisted living costs.

Money from proceeds are in the joint account. My siblings are in Mom's will. Can we just split the money when she passes or do we have to go to probate?

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2 Lawyer Answers
H. Scott Aalsberg
H. Scott Aalsberg
Answered
  • East Brunswick, NJ
  • Licensed in New Jersey

A: You have to go to probate court and be appointed.

Jonathan Herron
Jonathan Herron
Answered
  • Estate Planning Lawyer
  • Marlton, NJ
  • Licensed in New Jersey

A: The account would be part of your mother's estate. You would have to have the estate properly administered after her death. This is done through probate.

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