Ask a Question

Get free answers to your Estate Planning legal questions from lawyers in your area.

Lawyers, increase your visibility by answering questions and getting points. Answer Questions
Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for New York on
Q: My wife and I want protection from a future challenge of Undue Influence and Lack of Mental Competency.

What type of attorney do we need to help my wife and I establish a defense against a future challenge of Undue Influence and Lack of Mental Competency to our Will, and or to either of us personally? We will also want a new Will and Powers of Attorney drawn up, and to possibly discuss some other... View More

Damien Matthew Bosco
Damien Matthew Bosco
answered on Dec 5, 2024

Hello there! You would want an attorney who handles Estate Planning, or an attorney who does Trusts & Estates. The attorney could draft and supervise the execution of Wills, POAs, and other estate planning documents. During the Will signing ceremony, the attorney can ask the right questions to... View More

2 Answers | Asked in Estate Planning, Civil Rights, Elder Law and Energy, Oil and Gas for Texas on
Q: Can my husbands estate be distributed without letting me know? The company has been in touch with me for other things.

I have a feeling my late husbands estate information is deliberately being kept from me, I didn't think so at first now I do, not any of my letters or telephone calls been answered, I wrote to the Insperity Holdings, the HR company that was used at the time my husband was alive letting them... View More

Aimee Hess
PREMIUM
Aimee Hess
answered on Dec 5, 2024

You will need a probate attorney in your area to answer these questions.

View More Answers

2 Answers | Asked in Estate Planning for California on
Q: I have executed a California Uniform Statutory Power of Attorney which has been duly witnessed and acknowledged .

The power of attorney states that it will continue to be effective even though I become incapacitated.

Does this obviate the need for a court appointed conservator in the event I become incapacitated?

Thanks.

Sam

Julie King
Julie King
answered on Dec 4, 2024

Please know that every Power of Attorney contains different language, so lawyers cannot give an opinion about a Power of Attorney without reading the particular document in question. Also, there are different types of POAs. A Durable Power of Attorney is set up to cover situations of incapacity.... View More

View More Answers

2 Answers | Asked in Estate Planning for Texas on
Q: Is a spouse eligible to receive husbands inheritance that had not been given to him yet by the courts after he dies?
James Clifton
PREMIUM
James Clifton
answered on Dec 5, 2024

If the husband had no will, the husband's inheritance will pass to his heirs according to the laws of intestacy. The wife would be entitled to a portion of the estate as would any children of the husband. The wife will need to file probate on behalf of the husband to receive his inheritance.... View More

View More Answers

0 Answers | Asked in Estate Planning for Washington on
Q: How do i file claim against estate in Spokane for writing me a bad check for getting home ready to put on market?

Executor wrote me a check. I was not a creditor for decedent, only for executor after decedent passed away. I readied the home and property, provided invoice and received a check from the estate. Tried to cash it, bank said they couldnt, and needed executor to contact them. Apparently the account... View More

2 Answers | Asked in Estate Planning and Probate for Virginia on
Q: Virginia Estate distribution to heirs:there were 3 siblings, no other family, spouse or children. That is a 33.3% split

1 sibling passed away leaving 3 children. Is the estate then split (2 siblings = 66%) and (3 children sharing the remaining 33%)? There is no will.

Ross Cameron Hart
Ross Cameron Hart
answered on Dec 4, 2024

Your question is not clear; I see two possibilities.

1) Parent (P) dies without a will, no spouse surviving. P had three children (A, B & C) ; one of the three children (C) died leaving three children of their own (M, N & O). A & B each get 1/3 of the estate; M, N & O get...
View More

View More Answers

0 Answers | Asked in Estate Planning for New Hampshire on
Q: how to get a person off the deed to a house?

my father passed away and he disinherited two of his step children but one of them is on the deed to the house is there a way to get her off the deed

0 Answers | Asked in Estate Planning for New York on
Q: Dear Madam, I found your name from (JUSTIA) Ask a lawyer,We have been holding a piece of land in Marion since year of

we now have a buyer; he offers a reasonable price; and we are not familiar with Florida real estates matter,

can you do it for us? how is the cost? Buyers is not from a real estate company, so we need to find a lawyer to protects our benefit . please contact me if you agree to help me .... View More

1 Answer | Asked in Contracts, Estate Planning, Family Law and Real Estate Law for Florida on
Q: What type of lawyer should I look for (real estate, probate, business, etc) to handle a promissory estoppel case?

It is between an individual and his mother regarding a promise she made to him (which was put in a trust). He put about $50,000 into the property that he was told would be his and then she changed her mind and changed her trust to eliminate him from the trust completely.

Rand Scott Lieber
Rand Scott Lieber
answered on Dec 4, 2024

If the mother is alive then consult with a real estate attorney who litigates. If not, speak to a probate attorney.

2 Answers | Asked in Estate Planning and Tax Law for California on
Q: My brother owes 10% of the house and I owe 90% of the house. My brother wants to do a quit claim deed and give me the

house. Can I avoid property tax? Both of our name is on the grant deed.

Julie King
Julie King
answered on Dec 3, 2024

Unfortunately, almost all exchanges of real estate in California will cause the property tax rate to increase. There are VERY FEW exceptions (one such exception applies when a person transfers real estate to their spouse.) There are no exceptions for property transfers to siblings, cousins,... View More

View More Answers

1 Answer | Asked in Estate Planning for California on
Q: My sister is trustee and we are both 50 percent beneficiaries of trust with just a house in it. How to stop a sale

I am in LA County, CA. sist er is trustee and has never provided me a proper accounting. She just told me that she sold the house to herself is that legal? Settling the trust is being heldup because she never provided me a proper accounting. I have been looking for attorney to take this case... View More

James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Dec 3, 2024

You can file an ex parte application for a temporary restraining order (TRO) with your local superior court to potentially halt the sale. Since you're in LA County, you would file at the Stanley Mosk Courthouse or another LA Superior Court location.

Your sister's attempt to sell...
View More

1 Answer | Asked in Estate Planning for California on
Q: How do multiple Joint Tenants/Trustees fill out a PCOR form in Santa Clara County?

There are 3 Joint Tenants/Trustees: 2 siblings and a parent doing a revocable living trust and a warranty deed and filling out the PCOR form.

Is checking L1 first box enough for 3 Trustees?

Is 2A date of transfer required in Santa Clara County?

Is it true that this county... View More

James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Dec 3, 2024

For a Santa Clara County PCOR form with three joint trustees, checking box L1 (change in trustees) is correct, but you'll want to list all three trustees' names in the appropriate section since they're all taking title together. While not all counties require the date of transfer in... View More

2 Answers | Asked in Estate Planning and Elder Law for Texas on
Q: How can my 85 year old dad reverse a lady bird deed?

My dad is ill. My mom has dementia. At my sister's urging, he put his home in a lady bird deed, but now wants to remove it from that deed. He also needs help in appointing someone to take over the estate in case he dies. How can he go about it and does he need an attorney or can he print out... View More

Ronald Lee Baranski Jr
Ronald Lee Baranski Jr pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Dec 3, 2024

Generally a ladybird deed in Texas can be revoked by the Grantor (your dad). The revocation would need to be signed in front of a notary and then recorded with the County Clerk where the property is located. I'm not certain about whether there are forms on the internet. I would recommend you... View More

View More Answers

1 Answer | Asked in Estate Planning and Probate for North Carolina on
Q: 1) Is the french deed of notoriety sufficient to close the account or do we have to go through probate ?

My mother had a bank account in North Carolina. She was a french resident and french citizen. This account is the only asset she had in North Carolina and was not connected to the conduct of a US trade or business. My mother died intestate. I sent the bank a french deed of notoriety ( equivalent of... View More

Shane T. Johnson
Shane T. Johnson
answered on Dec 3, 2024

Yes, you will need to go through probate.

1 Answer | Asked in Estate Planning and Probate for Pennsylvania on
Q: My mother recently passed and had $5000 lifeinsurance policies on my sister and me. What happens if we cash out now?
Nina Whitehurst
PREMIUM
Nina Whitehurst pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Dec 3, 2024

If you have inherited those policies such that you are now the owners, and if they have cash value, you probably can cash them out for their cash values. But cash values are sometimes far less than the death benefit so that might not be the smartest move from a financial planning point of view,... View More

1 Answer | Asked in Estate Planning and Probate for Missouri on
Q: What type of lien can be filed to stop someone from selling an estate that's not rightfully theirs to sell or even have?

My deceased father was frauded and coerced into changing his will and taking my sister and I out of it completely, by a guy that popped up in my dad's life at the end, when he was incredibly sick and going through chemotherapy. My family, my sister, his neighbors nor I have even ever heard of... View More

Lloyd  Nolan
Lloyd Nolan
answered on Dec 3, 2024

You mention that your father was defrauded into changing his Will. If someone attempts to probate the Will, you are entitled to contest it in the Probate Court. Based upon what you've stated, it seems that you have a good case to contest the fraudulent will.

It also sounds as though...
View More

1 Answer | Asked in Estate Planning for California on
Q: How to ensure no property tax reassessment when 3 Joint Tenants are doing a revocable living trust in CA?

Besides PCOR, does Santa Clara County require a DTTA, transfer tax affidavit (R&T 11930) or recording fee exemption §27388.1(a)(2)(B) cover sheet? When there is no actual money involved in transferring the warranty deed from 3 joint tenants into a living trust in which the same 3 people are... View More

James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Dec 2, 2024

To avoid property tax reassessment when transferring property into a revocable living trust with three joint tenants in Santa Clara County, you should complete a Preliminary Change of Ownership Report (PCOR). Besides the PCOR, you typically need to submit a Transfer Tax Affidavit using exemption... View More

1 Answer | Asked in Estate Planning and Probate on
Q: Does a surviving spouse automatically make them an heir in the state of GA- zip code 30233?

My mom passed with no will, my siblings and I filed the petition for articles of administration, the court is telling us we have to add her husband even though my mom purchased her house and land 15 years before even meeting him. He is nowhere on the deed or title.

Anthony M. Avery
PREMIUM
Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Dec 2, 2024

Surviving Spouse will be an heir and may have other rights in the Decedent Spouse's estate. Hire a GA attorney to handle this as you all are not equipped to handle a probate.

0 Answers | Asked in Estate Planning and Public Benefits for Massachusetts on
Q: I have owned my house for 35 years 6 years ago I put my x husband on deed in case of my death . he wants off the deed as

he is 75.we re both on MassHealth can this be done without affecting masshealth status for him

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.