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 Florida on
Q: I'm beneficiary in mother's Will. She has since added nephew name to her accts. What happens now?

I don't know if he's TOD or as joint owner.

James Clifton
PREMIUM
James Clifton
answered on Sep 23, 2024

Any account that is payable on death is not a part of the probate estate and will not be inherited or passed through to beneficiaries of a will.

1 Answer | Asked in Estate Planning, Family Law, Civil Litigation and White Collar Crime for California on
Q: When I filed a complaint with the judicial performance in California and acknowledge several things wrong in my file.

So my mother was charged for my fathers death her attorney had a judge who was supposed to be hearing cases hear her case She was charged gross vehicular manslaughter reduced from a felony to an infraction charge They sealed her file and later on purged her file so a judge who is a former law firm... View More

James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 23, 2024

It sounds like you’re dealing with a very complex situation, and it must be frustrating to feel like the system hasn’t addressed the issues you raised. From what you’ve shared, the judicial proceedings around your mother’s case and your own conservatorship appear to have had several... View More

1 Answer | Asked in Estate Planning for Colorado on
Q: My brother states he is the Successor Personal Rep- because his name is first.

the will states -if the primary "Personal Representative" (the person responsible for managing an estate after someone's death) is unable to serve, the successor or Substitute Personal Rep who shall serve without bond shall be the next person willing to serve from the list below in... View More

Nina Whitehurst
PREMIUM
Nina Whitehurst pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 23, 2024

“In order named” means one at a time in the order of priority listed. So if Joe Smith is alive and well and capable and does not decline to serve then Joe Smith serves as sole personal representative.

1 Answer | Asked in Estate Planning and Probate for Arizona on
Q: Can a will be in the form of a text message from the deceased?
Anthony M. Avery
PREMIUM
Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 23, 2024

No...

2 Answers | Asked in Banking, Estate Planning, Real Estate Law and Tax Law for North Carolina on
Q: Is there a certain age that you have to be in order to buy and invest real estate?

I am 13 and looking to get into real estate to make a steady income but don't know we're to start or if I can get into investing in property's right now or if I have to wait.

Shane T. Johnson
Shane T. Johnson
answered on Sep 21, 2024

There is no age requirement for owning property in NC. To enter a binding contract to purchase or sell property, the minimum age requirement is 18. Similarly, banks require you to be 18 to sign a mortgage, again, because it is a contract.

View More Answers

1 Answer | Asked in Estate Planning for South Carolina on
Q: Two sons, 1 living (personal rep) and 1 deceased. Is heir the 2 living daughters of deceased son or surviving spouse?

2.1. Igive and bequeath all my tangible personal property not otherwise disposed of to my children or whichever one or more survives me….

3.5.

To my spouse, if my spouse survives me.

If my spouse fails ot survive me, my Residuary Estate shall be divided into equal separate... View More

Christian T. Wall
Christian T. Wall
answered on Oct 15, 2024

Based on the limited information provided in your question, it appears that the estate should be divided between the surviving son and the children of the deceased son. The surviving son would get 50%, and if the two living daughters of the deceased son are the only issue of that son, they would... View More

1 Answer | Asked in Estate Planning and Probate for Wisconsin on
Q: What does this paragraph mean?

FIRST: I do direct my Personal Representative to pay from my estate allowable claims, funeral expenses, expenses of administration, and death taxes (including penalties and interest) that are payable as a result of my death, whether or not the transfers on which these taxes and expenses incurred... View More

Anthony M. Avery
PREMIUM
Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 20, 2024

No... If will probated, a claim can be filed (and paid) for funeral expenses.

1 Answer | Asked in Estate Planning for California on
Q: Executor is not following the simple will trying to garnish a portion of my grandfather’s portion of my grandmas estate

Hello I’m reaching out to you on behalf of my Grandfather. My family is in the middle of a probate case, case # 23PR194695 , in Santa Clara County involving my late grandmothers estate.

James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 20, 2024

It sounds like you’re facing a frustrating situation with the executor not following the terms of the will as intended. Executors are legally obligated to act in the best interest of the beneficiaries and carry out the wishes of the deceased as outlined in the will. If the executor is withholding... View More

1 Answer | Asked in Estate Planning, Health Care Law and Elder Law for Tennessee on
Q: My MIL lives with me in TN and has property in NC that is not habitable. Is property protected asset with medicaid

She is in need of long term facility care.

Nina Whitehurst
PREMIUM
Nina Whitehurst pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 19, 2024

If the property your MIL owns in NC is in her name, it would be a countable asset for Medicaid qualification purposes and would most likely be disqualifying. However, there are techniques that can be used to obtain Medicaid qualification while still owning the property and trying to sell it. An... View More

1 Answer | Asked in Real Estate Law, Criminal Law, Estate Planning and Elder Law for Tennessee on
Q: Can a power of attorney block and or control visitation on his property from the principals children against his wishes?

The power of attorney built a home on the principals property the principals had no conflict with his children and planned for his daughter to spend the week for his birthday the power of attorney has blocked all communication from the principals other children against his wishes and told them to... View More

Cayley Turrin
PREMIUM
Cayley Turrin
answered on Oct 3, 2024

Depends on the specific power of attorney. I would consult with the attorney that drafted it.

1 Answer | Asked in Estate Planning, Family Law and Real Estate Law for California on
Q: Estate disbursement, separate property

I was added to property title after a trust was created. In the trust, the property is listed as separate. Who does it go to when the original property owner dies?

James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 18, 2024

When the original property owner passes away, the distribution of the property depends on the terms of the trust. If the property is listed as separate in the trust, it will be treated according to the instructions outlined in the trust document. This could mean the property is given to specific... View More

1 Answer | Asked in Estate Planning and Probate for California on
Q: What happens if notice of death was not given within 90 days for Medi-Cal Estate Recovery? CA Probate Code Section 215

A Medi-Cal recipient passed away a few years ago, and notice was never given to DHCS. What are the consequences of missing the 90 day deadline? The recipient was survived by their spouse, who just passed away recently and was also a Medi-Cal recipient. The estates aren't being probated. How... View More

James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 18, 2024

If the notice of death for Medi-Cal Estate Recovery wasn’t provided within 90 days, the Department of Health Care Services (DHCS) may still pursue recovery from the estate, but there is no immediate penalty for the missed deadline. However, it’s important to notify DHCS as soon as possible to... View More

1 Answer | Asked in Estate Planning for California on
Q: My mother is 86 years old and recently asked me to draw up a trust for her. She has a small life Insurance policy and

lives month to month from Social Security. Also, she owns her home but has a 2nd mortagage and

Equity line of credit on it. She wants to put her home up for

sale. However. she is concerned she may pass away before it sells.

What kind of trust does she need and that... View More

James L. Arrasmith
PREMIUM
James L. Arrasmith pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 16, 2024

To protect your mother's home in case she passes away before it sells, she may want to consider setting up a revocable living trust. This type of trust allows her to retain control over her assets while she's alive and provides a way to transfer the property smoothly without going through... View More

1 Answer | Asked in Estate Planning and Business Formation for Texas on
Q: I’m a young broke man with no assets or family yet. Could I set up a family or business trust with no family or assets?

I would like to keep amenity and privacy while protecting assets from creditors before a problem arises.

Gratia "Grace" P. Schoemakers
PREMIUM
Gratia "Grace" P. Schoemakers pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Sep 18, 2024

Technically you could. But if the trust is not funded (no assets are in the trust), than it has no additional value. I think it would be best for you to talk to an estate planning attorney and discuss the assets that you do have, and how you can protect them. Trusts are great, but they might not do... View More

1 Answer | Asked in Estate Planning and Probate for Connecticut on
Q: Regarding witnesses to a Will and the self-proving affidavit, I think I understand that a person who might be inheriting

…some of the assets cannot be a witness to the Will or the self-proving affidavit.

I am a little confused about this… it seemed to me that one person could be a witness at the time of the signing and that the second witness could actually sign as a witness but not actually be present... View More

Joel Hassell
Joel Hassell
answered on Sep 16, 2024

As a Colorado-licensed attorney, I am not licensed to practice law in Connecticut, and the following is based on a brief review of Connecticut law. Please consult a Connecticut attorney for more specific guidance.

In Connecticut, the rules governing the witnessing of a will and the...
View More

1 Answer | Asked in Estate Planning and Probate for Florida on
Q: Can attorney fees be paid at concluding of probate as part assets

Home we live and homestead so car and home exempt only title name change and account all need do so

MY MOM ASK ME BEXECUTOR FOR HER IM NO LAWYER BUT HAVE EXHAUSTED MY CASH TO PAY FOR CREMATED STILL NEED HAVE SERVICE BUT NEEDTO HANDLE HER PROBATE BCUZ DIDNT HAVE ENOUGH TIME GET DEALT WTH... View More

Lauren Nagel Richardson
Lauren Nagel Richardson
answered on Sep 16, 2024

If you or anyone else has gone out of pocket for final expenses such as funeral expenses or attorney fees, and there is no cash in the estate, yes, when the property is listed and there is an upcoming closing, the people who paid final expenses can be reimbursed on the closing statement as a... View More

1 Answer | Asked in Estate Planning, Criminal Law and Libel & Slander for Florida on
Q: Family member has died. Family member named one person as beneficiary. Advice appreciated.

A close family member has died. Only one person was named beneficiary of the estate. The beneficiary truly loved the family member that died and took care of that family member with good intentions for a long time. Other people in the family did nothing to help the grantor when he was very sick and... View More

Phillip William Gunthert
Phillip William Gunthert
answered on Sep 14, 2024

There is nothing the toxic family members can do, but if they keep it up, the person being slandered can consider getting a civil litigation attorney and filing suit against them for these behaviors, at best it may be to just ignore them if possible and hopefully they will tire, if not, then... View More

2 Answers | Asked in Real Estate Law, Contracts, Estate Planning and Probate for Florida on
Q: After a mortgage holder has died, what happens to the mortgage? Thank you.

If someone has extended and is holding a personal mortgage to another person for real estate, and receiving payment every month, and then they die, what happens to the mortgage? What is the process for that mortgage? Does it remain in the deceased persons name and still paid to them? Or Is the... View More

Phillip William Gunthert
Phillip William Gunthert
answered on Sep 14, 2024

The mortgage stays with the property and the estate is responsible for it as part of probate, you to be sure should make a claim in the probate for what you are owed (statement of claim). In general, the estate will pay it, or the beneficiaries take it over and continue to pay it. Because this is a... View More

View More Answers

1 Answer | Asked in Estate Planning and Probate for Arizona on
Q: Can a will be in the form of a text message from the deceased?

My cousin passed and intended.tonpass along everything to me he stated this in a text. He was not able to complete a formal will prior to his passing.

Peter H. Westby
Peter H. Westby
answered on Sep 16, 2024

A text message is not a will in Arizona. In most cases in Arizona, a valid will must be signed by the decedent and witnessed. Or it must be wholly in the decedent's handwriting and signed by the decedent. Your text message appears to be an indication of the decedent's intent at the end... View More

2 Answers | Asked in Estate Planning and Probate for Georgia on
Q: If a named beneficiary in a Will is already deceased, has no spouse and no dependents where/who does the benefits go?
James Clifton
PREMIUM
James Clifton
answered on Sep 14, 2024

It depends on whether the bequest was given in the will per stirpes or per capita. If per stirpes, the gift flows to the lineal descendants of the beneficiary - children, grand children, great grandchildren, etc. If there are no lineal descendants, the bequest goes to the residuary beneficiary in... View More

View More Answers

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.