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Georgia Estate Planning Questions & Answers
2 Answers | Asked in Estate Planning for Georgia on
Q: if no beneficiary listed for life insurance and goes to estate, does it go to only one in the will or do all heirs get
James Clifton
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James Clifton
answered on Jun 29, 2023

A life insurance policy with no beneficiary becomes an asset of the estate. The estate passes according to the terms of the will unless someone successfully challenges the validity of the will. The larger the life insurance policy, the larger the incentive to challenge the will by disinherited... View More

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1 Answer | Asked in Estate Planning, Family Law and Probate for Georgia on
Q: In Georgia, if a probate court awards an heir furniture, is it in perpetuity or does it become abandoned if not claimed?

When my grandmother died, one of her children was awarded some of her furniture by the probate court. The home was then purchased by her fiancé, but her child never picked it up. Now, almost 10 yrs later, her fiancé passes away and the child says the furniture still belongs to them. I was told... View More

James Clifton
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James Clifton
answered on Jun 29, 2023

You will need to look specifically in the probate records which may only be viewable in person at the Probate Court Clerk's office to determine if there was language in the order that required the furniture to be picked up within a certain amount of time. Generally, the inheritance is... View More

1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: will solemn form, i am only living child, two brothers died had children do they get anything if im only one on will
Tim Akpinar
Tim Akpinar
answered on Jul 15, 2023

A Georgia attorney could advise best, but your question remains open for three weeks. It looks like this question got overlooked under the general "Uncategorized" heading. Some questions on this forum don't receive responses, but you could try reposting under "Probate" and... View More

2 Answers | Asked in Family Law, Estate Planning and Probate for Georgia on
Q: When my father died my mother said that the most recent will was lose and could not be located.will was drawn up in 2004

So she probated a will from 1984 .which gave her everything .we the children didn't get any inheritance from my father's estate .now my mother has made my sister remainderman of a trust .basically making it where I get noughing from my father's estate .my sister already had land... View More

John Michael Frick
John Michael Frick
answered on Jun 26, 2023

Whether it is worthwhile to pursue depends on the size of the estate. If it is a multi-million dollar estate, it is probably worthwhile to consult a probate litigator in or near the county where your father's estate was probated.

A key piece evidence is that 2004 will that your...
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2 Answers | Asked in Estate Planning and Probate for Georgia on
Q: If only one person is named in the will do any other heirs receive anything
John Michael Frick
John Michael Frick
answered on Jun 26, 2023

Usually, a surviving spouse and any surviving minor children have certain rights whether they are named in the will as an heir or beneficiary or not. The public policy behind this is that they should not become dependent upon the State because the decedent hasn't provided adequately for their... View More

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2 Answers | Asked in Estate Planning and Probate for Georgia on
Q: If only one person is named in will, do any other heirs receive anything
Jennifer Pierce
Jennifer Pierce
answered on Jun 27, 2023

If the decedent left a surviving spouse or minor children, they may have claims for a year's support, meaning they may be entitled to assets even if they are not specifically named as beneficiaries in the will. If there is no surviving spouse or minor children, then the designated... View More

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1 Answer | Asked in Estate Planning, Family Law and Probate for Georgia on
Q: As Co-Trustee, does Trust have to pay dad's medical bill just received for services 13 months ago? It's not last illness

State of Georgia. My dad passed 10/2022. Last illness diagnosed 9/2022. Hospital Bill in question dated 6/2023 for outpatient CT scan 5/2022.

Additionally, when can I close out Trust account and pay out inheritance?

How long do we have to wait for bills to come in?

Thank you

James Clifton
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James Clifton
answered on Jun 25, 2023

You need an attorney to review the trust to clear up the below assumptions. If the trust was a revocable trust with your father as a lifetime beneficiary, the trust is responsible for all debts of your father. The trust does not act as an asset protection device. If the trust was not created by... View More

1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: My estranged husband died last week. His three kids, also estranged, have taken over his house and won't give me a key.

They are dividing all his things

Robert W. Hughes Jr.
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Robert W. Hughes Jr.
answered on Jun 24, 2023

Estranged? I assume you are still married? Was a divorce or legal separation pending? The answers to these questions s determine your rights.

Assuming you are married and no pending legal action, you are entitled to petition the probate court to open an estate. You are entitled to one-third...
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2 Answers | Asked in Estate Planning and Probate for Georgia on
Q: My deceased mother is named as a beneficiary in my grandfather's will. They are three other siblings named as well.

Who gets my mother's part

James Clifton
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James Clifton
answered on Jun 19, 2023

It depends on the specific language contained in the will. If your grandfather's will states that his children receive the inheritance per stirpes, then the children of your mother would receive her share in equal parts. If the language in your grandfather's will states that his children... View More

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1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: Two months after my husband died, his will was destroyed in a house fire. The house was in my husbands name. What is the

easiest way to transfer the deed.The house is paid for.There are no other heirs.

James Clifton
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James Clifton
answered on Jun 18, 2023

First, check to see if the deed was held as joint tenants with right of survivorship. If it was, the property passes to you outside of probate. You will need to file an affidavit showing that your husband has passed away and title to the property vests in you. If the deed was not joint tenancy with... View More

1 Answer | Asked in Estate Planning for Georgia on
Q: duty of an administrator when the court has granted all powers, bonds are waived, statements waived, and reports waived

Is filing with the court still required, do creditors have to be paid?

James Clifton
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James Clifton
answered on Jun 14, 2023

Those waivers only relieve the administrator from filing the specific reports and bonds. It does not mean that creditors can be ignored if the creditors claim is timely filed or if the administrator had notice of the debt of the deceased person. If the administrator fails to pay a claim or known... View More

1 Answer | Asked in Estate Planning for Georgia on
Q: In georgia I am giving power of attorney. Who and all I have to give power of attorney copy so my agent can sell house

I heard that I have to give a copy to local land records office( called the clerk of superior court in georgia ) to be able to sell a real estate property by my agent . Does the principle have to be present at local land records office while giving the copy of power of attorney to them

James Clifton
PREMIUM
James Clifton
answered on Jun 13, 2023

The real estate closing attorney will record the power of attorney for you. They will also verify your identity and the enforceability of the power of attorney. You will not need to be present at the time of recording or at the time of closing.

1 Answer | Asked in Estate Planning, Family Law and Elder Law for Georgia on
Q: As conservator for my father upon his passing, how many years back can I collect commission on his passing?

My father had dementia, we went to court for emergency guardianship and conservatorship. At the start I was conservator and another family member was guardian. Six months later I was also appointed guardian. They were many legal issues due to him having a spouse who was contesting everything. Lots... View More

Seth Meyerson
Seth Meyerson
answered on May 23, 2023

This is a complex issue. Get a Georgia Guardianship/conservatorship attorney. The money you save will be your own.

1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for Georgia on
Q: Mom passed. Dad's selling the house. What rights do I have as her sole heir with no will?

Dad says that I am required to sign a form to give him permission to a sell the house. What are my rights currently? What rights am I signing away? The items in the house are sentimental, am I allowed to keep any of those items as keepsake?

Robert W. Hughes Jr.
PREMIUM
Robert W. Hughes Jr.
answered on May 17, 2023

Georgia law provides that a spouse and children share equally in the estate. If you are the only child, you are entitled to one half of the estate.

Your father had a right to file for year's support which could result in him receiving all property.

You should consult with a...
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2 Answers | Asked in Elder Law, Probate and Estate Planning for Georgia on
Q: How do I prove an executor is stealing from the estate?

I requested an accounting of my aunts estate from exec. I got a vague list of transactions and no inventory of the estate. Executor failed to provide inventory or estate value. Executor diverted estate funds to offshore acct in Canada Also withdrew estate funds 300k for 7 days stating that bank... View More

James Clifton
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James Clifton
answered on May 14, 2023

You will need to file a formal Petition for Inventory and Accounting. If you are dissatisfied with what is produced, you can challenge the accuracy of the inventory and accounting provided in the pending probate case. You can also request that a new executor be appointed if there is evidence that... View More

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1 Answer | Asked in Estate Planning, Real Estate Law and Tax Law for Georgia on
Q: Giving half ownership to in-law. They are living in half of house we are in the other half. We want some additional term

We want additional terms for inheritance for kids. Also how to make everything legal and pay any taxes.

Anthony M. Avery
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Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on May 9, 2023

That will be a Future Interests Deed, which requires a very competent GA attorney to draft an enforceable conveyance. It could also be accomplished through a Trust with Future Interest terms. It will be important to declare who will take the property if the conditions are breached. You will... View More

1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: My father died in a Knoxville nursing home Aug. 2021. He owned no assets and a Will. Can I file Small Estate Affidavit?

Clerk told me since I have his Will and I'm named as Executor that I have to file for full Probate Administration. I have researched TCA 30-4-103, and in my opinion, a Small Estate should suffice. I am a lawyer, but not licensed. I have an appointment with Chancery Court to file next Monday... View More

Anthony M. Avery
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Anthony M. Avery pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on May 11, 2023

Small Estate Affidavits are for $50K or less of personal property. If no assets, why file Probate, especially in Knox County? If any other County has jurisdiction, go there if the Estate must be Probated. With Knox County, you will not want to Probate unless it is necessary. And if the... View More

1 Answer | Asked in Estate Planning and Real Estate Law for Georgia on
Q: Trying to get power attorney
Seth Meyerson
Seth Meyerson
answered on May 6, 2023

An elder attorney can help you. The first question I would ask is what are you trying to accomplish with a power of attorney?

1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: My husband's cousin died by suicide. She lived in Atlanta,, GA. Her beneficiaries on her life insurance policy were her

My husband's cousin died by suicide. She lived in Atlanta,, GA. Her beneficiaries on her life insurance policy were her mom and his mom. Both are deceased. Her mom died a little over a year ago. Does my husband have any claim to the policy because he's his mother heir? Thank you.

James Clifton
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James Clifton
answered on Apr 28, 2023

If the cousin's mother and your husband's mother both died prior to the cousin's death, then the insurance would pass to the cousin's estate either by will or to her heirs if she had no will. If the cousin's mom or your husband's mom were alive at the time of the... View More

1 Answer | Asked in Estate Planning, Real Estate Law and Tax Law for Georgia on
Q: Mother is 92, assisted living, signed life estate deed, Can we sell prop while she lives for her benefit?

Deed was signed against my desire. Brother and I are remaindermen. we have 3 other siblings. so i want to divide the remainder 5 ways, not 2.but first use for mothers care. Next, we will have to sort thru tax consequences.

James Clifton
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James Clifton
answered on Apr 12, 2023

Yes, you can sell the property, but she will have to join in the signing as her life estate as well as your remainder interests have to be transferred to the purchaser. If she is mentally unable to sign, then hopefully someone has a durable financial power of attorney for her so they can sign on... View More

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