Philadelphia, PA asked in Estate Planning and Probate for Pennsylvania

Q: Hello I'm trying to collect funds from my mom estate but I need some kind of estate document and I'm not sure what I nee

I don't know the document I need

Related Topics:
1 Lawyer Answer
W. J. Winterstein Jr.
W. J. Winterstein Jr.
  • Probate Lawyer
  • Boyertown, PA
  • Licensed in Pennsylvania

A: You haven't provided all the necessary information, e.g., where is the probate proceeding in your mom's case, and are you the named and acting Executor under the will, and has the will been accepted/admitted into probate?

If you are the named Executor, you can procure Letters Testamentary from the clerk of the probate court that specify your powers and a Letter is generally considered acceptable proof of authority over the assets of the Estate, including over any claims the Estate may have against a third party, e.g;, an insurer, or anyone who may have caused damage to your mother or her assets which you may need to litigate.

If you are merely a beneficiary under a policy of insurance, you should only need personal identification documents to collect.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.