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Massachusetts Probate Questions & Answers
1 Answer | Asked in Probate, Social Security, Real Estate Law and Public Benefits for Massachusetts on
Q: How can I access my deceased brother's will and protect my interests?

My brother, a U.S. citizen, passed away in Portugal. His ex-partner informed me of his death but refuses to provide any further information about his will or the circumstances, and I don't know where his body is or how he passed away. My brother owned a fully paid home at 459 Butman Rd,... View More

James L. Arrasmith
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answered on Apr 2, 2025

You should immediately contact the probate court in Middlesex County, Massachusetts, where your brother's property is located, to determine if a will has been filed. The property at 459 Butman Rd, Lowell falls under their jurisdiction, and you can search probate records online or call the... View More

2 Answers | Asked in Probate and Bankruptcy for Massachusetts on
Q: Received estate distribution but not an heir, what are my options?

I was listed as an heir in an estate and received around $60,000 over four distributions across four years; the last distribution was two years ago. Recently, I discovered through DNA testing that I am not actually an heir. The estate is not finalized yet, and I have contacted the executor about... View More

Timothy Denison
Timothy Denison
answered on Apr 2, 2025

Don’t do anything until or unless you are contacted about it. You may not have to repay the money at all.

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0 Answers | Asked in Civil Litigation, Probate and Real Estate Law for Massachusetts on
Q: I received $60k as heir, later found not biological daughter. No will, no formal request for repayment yet. Options?

I believed my father was my biological father; we were estranged until I was 40 but developed a father-daughter relationship for 5 years until he passed away. I was listed as an heir to his estate and received about $60k in distributions over 6 years. Recently, I was asked to take a DNA test to... View More

0 Answers | Asked in Probate for Massachusetts on
Q: Question about executor rights in Massachusetts estate probate with filed objection.

My question concerns the probate of an estate where an objection was filed for undue influence involving a fiancé, who was also named as the executor. The decedent's will names the fiancé and goddaughter as beneficiaries, but an aunt is mentioned as an heir. Although the objection and... View More

0 Answers | Asked in Real Estate Law, Land Use & Zoning and Probate for Massachusetts on
Q: Home encroachment legal issues in Wareham, MA affecting purchase.

I am looking to purchase a home in Wareham, but there are legal complications regarding property encroachment. The house encroaches on the neighboring property by about 10 feet. In 1999, the original owner received a permit for an addition, crossing onto town-owned land, which was later purchased... View More

0 Answers | Asked in Estate Planning, Probate and Public Benefits for Massachusetts on
Q: Legal options for selling inherited house and managing special needs trust in Massachusetts.

I, along with my brother and sister, have inherited our mother's house. Her will divides the inheritance equally, and my brother is named the executor. Due to his disability, he is waiting for public housing and has been on a waitlist for years, which is delaying the sale of the house.... View More

1 Answer | Asked in Estate Planning and Probate for Massachusetts on
Q: Do I have a strong enough case to overturn a will?

I want to contest a will, and I am the aunt of the person that died and left the entire estate to his fiance and goddaughter. I am listed as an heir in the will but he left nothing to any family member. He never married, no siblings, no parents, only an aunt, and 2 cousins. The estate, > $1... View More

Anthony M. Avery
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answered on Jan 15, 2025

You have not stated any grounds for a Will Contest. Unless you are a next of kin or have another Will, you have no standing to file suit anyway. Contact a competent MA attorney with the facts, including the kind of assets involved.

1 Answer | Asked in Estate Planning and Probate for Massachusetts on
Q: how can I transfer the title of the car to my name?

hello, my father passed away about 2 years ago. he was not married and I’m his only child. he did not have much just a car that was paid in full and a bank account which i was the beneficiary from. I have the death certificate, bank information and car title.

Michael M Marques
Michael M Marques
answered on Dec 30, 2024

You may need to file for voluntary administration or petition for probate so that you may be appointed administrator or personal representative, depending on the value of the assets he left behind. Once appointed, you can then transfer title.

2 Answers | Asked in Real Estate Law and Probate for Massachusetts on
Q: Do I need a probate judge because the mortgage company will not recognize a quit claim deed

My father died without a will. Me and my two sisters signed the house over to my oldest sister and brother-in- law with a quit claim deed. The courthouse here in Greenfield Mass, says this deed is legal and he doesn't need a deed signed by a lawyer. My brother-in-law has payed the the taxes on... View More

Anthony M. Avery
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answered on Nov 11, 2024

If the lender does not want to refinance, that is their choice. Owner might try another lender to refinance. The deed may have violated the due on sale clause which could start foreclosure.

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2 Answers | Asked in Estate Planning and Probate for Massachusetts on
Q: My late father has unclaimed money being held by the Commomwealth of Mass. I understand he may have died in debt

1) If I claim the money do I also assume the debt?

2) If so, can the debt be for more than the claim?

3) He was divorced at the time of his passing. Would an ex-wife be considered a surviving spouse? She passed after him

Travis Jackson
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answered on Aug 15, 2024

To claim the money you will need to be Personal Representative or Voluntary Administrator (for smaller estates) of his Estate. If you are, you will not assume his debt individually, the Estate would, the Estate needs to pay liabilities prior to distributing to its beneficiaries. If you have been... View More

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2 Answers | Asked in Family Law, Estate Planning and Probate for Massachusetts on
Q: Hi and so my parents had some money in the bank my sister took when parents died. I believe a portion of it is mine.

And so what do I do?

Bao Tran
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Bao Tran
answered on Jul 25, 2024

I'm sorry to hear about the situation with your parents' estate. In cases where you believe you are entitled to a portion of your parents' money that was taken by your sister, there are several steps you can take to address the issue:

1. Review the Will and Estate Plan...
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1 Answer | Asked in Foreclosure and Probate for Massachusetts on
Q: Looking for any & all legal arguments that the executor of an estate has standing to contest legality of a foreclosure

Named executor thru probate court. Sole heir to the estate. Bank itself has never challenged standing in multiple complaints filed against them (a 3rd party is trying to). Bank seems to have listed me on all correspondence and foreclosure related court filings. Successor in interest form was also... View More

Christopher Tolley
Christopher Tolley
answered on Jun 25, 2024

I would think an executor does have standing to contest a foreclosure but what is the basis of the objection? Did the bank fail to advertise, fail to advertise adequately, fail to hold a public auction, fail to comply with statutes relating to foreclosure, fail to conduct the foreclosure sale... View More

1 Answer | Asked in Probate for Massachusetts on
Q: I lived with my parents my whole life. They just passed. I want to stay here a year. What can I do?

My dad passed unexpectedly. I lived here and taking care of his dog. He wanted the dog to live his life out here. I’m not trying to stay here forever. But she wants money asap. What can I do?

Michael M Marques
Michael M Marques
answered on Jun 7, 2024

We would need more clarification before we can answer your question. Who is "she"? Is there someone attempting to force you from the home? Has a Personal Representative been appointed?

1 Answer | Asked in Estate Planning and Probate for Massachusetts on
Q: How to become executor of my deceased mother
Michael M Marques
Michael M Marques
answered on Jun 7, 2024

Have you retained an attorney or filed for probate? The first step would be retain an estate planning / probate attorney that will file for probate.

1 Answer | Asked in Probate for Massachusetts on
Q: Is Voluntary Administration Statement in Massachusetts publicly available, like the way deeds and land documents are?

If I file a Voluntary Administration Statement, does that mean that the Probate Court does not keep a record of that statement (since I would not be going through the probate process)? In other words, would there basically be no record of the statement for public access?

Lillian J. LaRosa
Lillian J. LaRosa
answered on Apr 1, 2024

You can check the Public Court docket for the Probate & Family Court and some Courts

also provide certain images of documents filed.

1 Answer | Asked in Appeals / Appellate Law and Probate for Massachusetts on
Q: Can an interested party challenge a receiver's decision and court order regarding distribution of a charity's assets?

Charity went into receivership due to no surviving board members. A few charities expressed interest in the assets. Receiver's decision was to disburse the assets to these interested charities unequally. (Some received more and others less). One of these charities feels the receiver made... View More

Christopher Tolley
Christopher Tolley
answered on Mar 15, 2024

Without reviewing the applicable law or having access to any of the facts of this matter, I would say yes but unfortunately this not a simple question suited to an informal online forum such as this one. You should consult a lawyer on this. Perhaps the charity already has representation. Good luck.

1 Answer | Asked in Estate Planning and Probate for Massachusetts on
Q: I lived with my partner, for over three years ,he came down. with stage 4 cancer . can I go after the estate .

my partner wanted me to have money to move on when he passed ,he left instructions with his only son to take care of me i had 3 months to move out ,which i did. know he want honor his fathers wishes ,he dyed in my arms in his home like he wanted and I have no closer ,can I go after his estate ,I... View More

T. Augustus Claus
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answered on Feb 2, 2024

In Massachusetts, if you were in a committed relationship with your partner for over three years and he expressed his intention for you to be taken care of after his passing, you may have legal grounds to pursue a claim against his estate. However, the success of such a claim would depend on... View More

2 Answers | Asked in Real Estate Law and Probate for Massachusetts on
Q: I am in Massachusetts and want to sell my half of real property inherited to my sister. But for her to do that I need

to hold the mortgage until interest rates come down. Is a mortgage deed the best way to do this?

Phil A. Taylor
Phil A. Taylor
answered on Jan 15, 2024

Your question is not clear. Generally, two persons cannot be forces to hold title to real property together. When one wants to sell, and the other does, not a Petition to Partition is filed and the court will then appoint a commissioner either divide the land, if possible to do so, or to sell the... View More

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1 Answer | Asked in Probate and Real Estate Law for Massachusetts on
Q: My mom and aunt where left their parents house in their Will. Can they get a mortgage on it if Will wasnt probated?

My aunt died 4 years ago. She had 3 loans on house that was paid off. My mom didn’t have money to pay it. She doesn’t know bank either. The neighbors want to buy property but mom is unsure if she still owns it or bank. Also my cousin thinks she owns half the house because it was her moms to.... View More

Christopher Tolley
Christopher Tolley
answered on Nov 13, 2023

Because it is not clear from your description who owns the house, it is impossible to answer your question. You should gather all your paperwork and take it to a lawyer.

1 Answer | Asked in Real Estate Law and Probate for Massachusetts on
Q: Does Massachusetts use an Executor's Deed or a Deed of Distribution to transfer real estate bequeathed under a will?

If the will was probated outside of Massachusetts (or internationally), do additional steps need to be taken in Massachusetts before submitting the new deed and probate documents to the Registry Office?

Lillian J. LaRosa
Lillian J. LaRosa
answered on Sep 21, 2023

There would be an Ancillary proceeding usually since Massachusetts real estate was involved apparently from what is understood of the question posed.

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