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Missouri Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning for Missouri on
Q: My parents have a revocable trust with a former friend being having the power of attorney.

or myself what do we need to do to make that change and they also need to remove my brother from their will who has passed away?

Kristi Burmeister
Kristi Burmeister
answered on Jan 27, 2018

Your parents will need to revoke their prior power of attorney and prepare a new one. As for the will, depending on how it is drafted, it may or may not need to be revised. For example, the will may say that your deceased brother's inheritance will pass to his heirs (most likely his... View More

1 Answer | Asked in Family Law, Elder Law and Estate Planning for Missouri on
Q: What can the family do to protect a family member who is mentally incapacitated (due to stroke) living with another

family member who is also mentally unstable?

Kristi Burmeister
Kristi Burmeister
answered on Jan 27, 2018

Sorry to hear you are dealing with this. You could petition the Court for a guardian or a conservator to step in and make sure your family member is being cared for properly. If your family member is in immediate danger of some sorts, obviously call the police. Getting a guardian or conservator... View More

1 Answer | Asked in Estate Planning and Family Law for Missouri on
Q: I am 28 and would like to make sure that my mother has no legal claim over an inheritance in the event of my death.

I have a sister on my mother's side that I would like to still get an inheritance as well as an uncle on my mother's side that should get a piece too. I don't have any children and I'm not currently married.

Kristi Burmeister
Kristi Burmeister
answered on Jan 27, 2018

If you die without a Will, the laws of intestancy will control and your mother will be one of your heirs. You should prepare a Will leaving your assets to whoever you choose.

1 Answer | Asked in Estate Planning for Missouri on
Q: I know I have to be of sound mind to make a will. Is the phrase "of sound mind" required to appear in my will? Thanks.
Kenneth V Zichi
Kenneth V Zichi
answered on Sep 5, 2017

REQUIRED, no, but the concept needs to be there in some form either in the document itself and more importantly in the jurat where the witnesses acknowledge things.

WHY would you object to that? PLEASE seek the counsel of a local lawyer who can both guide you in what needs to be in the...
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1 Answer | Asked in Civil Litigation, Contracts and Estate Planning for Missouri on
Q: I signed a contract to sell a home without being executor of the estate is it valid? can they do an heirs deed?
Kevin Webb
Kevin Webb
answered on Nov 27, 2017

You need to speak to an attorney quickly. Disposing of assets after someone has passed is a routine process, which requires the intervention of the courts sometimes. If you have taken the liberty of selling something that is not yours, you may have bigger issues to worry about as well.

1 Answer | Asked in Estate Planning and Probate for Missouri on
Q: My 19 year old single daughter passed away intestate in St. Louis.

She had no assets except for the clothes on her back. Her only debt are the hospital bills that insurance did not pay. Does an affidavit for collection of small estate still need to be filed? If so, who is required to file and what are the consequences of not filing? I am her father and have no... View More

Ben F Meek III
Ben F Meek III
answered on Jul 29, 2017

A small estate affidavit's purpose is to make it easier to obtain property of a decedent that died without much. If there are no assets you want or need to collect, there is little reason to use a small estate affidavit. Her debts are not your obligation unless you separately guaranteed or... View More

1 Answer | Asked in Estate Planning and Elder Law for Missouri on
Q: Can POA sell property

The property that is been sold was left to me in a will the other property goes to her what happen what happen to the bal of the money from the sell if he dies will that come to me or her

Kenneth V Zichi
Kenneth V Zichi
answered on Jun 28, 2017

The answer depends on how the will is worded. If you receive the property and ONLY the property, if it is not owned at the time of death, the 'gift' is not effective. If you were given the 'property or its proceeds' then you'd get the money earned from its sale. That is a... View More

1 Answer | Asked in Estate Planning and Probate for Missouri on
Q: does my step mom get everything

my mother passed in 2006 and my dad remarried in 2012. He just passed May 2017, unfortunately his Will is from 1983 and every account and life insurance has my deceased mother as the beneficiary. Does this mean she is going to get everything.

Kenneth V Zichi
Kenneth V Zichi
answered on May 22, 2017

You need to consult with a probate attorney in the state and county where your father lived at the time of his passing. Most every state has its own rules about spouse's shares of estates and what happens if someone doesn't update a will after a remarriage. The nature of how property was... View More

2 Answers | Asked in Estate Planning and Probate for Missouri on
Q: I need help finding a lawyer in the state of MO who can help with my fathers probate estate, litagation,I am low income

on disability, live in CO, I do not understand the laws and process,I need a lawyer who will work with me on a low income scale or part of settlement,There is a lot of foul play happening with 3 other younger siblings, and I was told we had a trust set up in our names, when I called for... View More

Tristan Kenyon Schultz
Tristan Kenyon Schultz
answered on May 16, 2017

You will need to repost this question in the MO section of Justia. This is the Colorado section and a Colorado attorney cannot represent or provide advice in a state that they do not licensed to practice.

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1 Answer | Asked in Estate Planning, Family Law, Real Estate Law and Probate for Missouri on
Q: Was a beneficiary to a will made in 2007 in Missouri , never notified, really convoluted story with lots of greed ,

Was wondering if I can do anything about it, have copy of trust if that would help , really just don't want this extended family member to get away with it, since she wasn't named in any part of it, and I thought no matter what the outcome isn't it illegal to not notify a beneficiary ?

Ben F Meek III
Ben F Meek III
answered on Feb 16, 2017

Too many questions unanswered here. Was the trust an inter-vivos trust or a testamentary trust? Was it formed during the Trustor's life? Or was it formed after his death under the terms of his will? When did the Trustee begin serving? The extended family member -- was he/she a Trustee of... View More

2 Answers | Asked in Estate Planning for Missouri on
Q: Is it a good idea to have a corporate trustee and a family member as co-trustee in case of my death?
Zaher Fallahi
Zaher Fallahi
answered on Nov 15, 2013

This would depend the amount of your estate and your particular circumstances. Generally, large estates are managed by corporate trustee, but to necessarily. It is very customary for some people to be the trustee of their own trust, or name a close family member as trustee. Altough, there are no... View More

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1 Answer | Asked in Estate Planning for Missouri on
Q: What does a non-resident of Missouri have to do to become an executor of a Missouri resident's will?
Donald Joseph Quinn
Donald Joseph Quinn
answered on Aug 17, 2011

You need to retain counsel in Missouri and have him file an application for letters testamentary then you need to also file a Designation of Resident Agent.

1 Answer | Asked in Estate Planning for Missouri on
Q: Small Estate Probate. Does Affiant have to be heir or distributee?Rohnn
Donald Joseph Quinn
Donald Joseph Quinn
answered on Aug 17, 2011

Yes, an heir, distributee, creditor, surviving spouse or minor child.

1 Answer | Asked in Estate Planning for Missouri on
Q: Can a will that was never revoked be ruled valid for property that was quit claim deeded 2 years after said will?

My parents changed their minds 2 years after willing some land to a grandson (for good reason)& quit claim deeded it to me to keep it in the family name. Now both my folks are deceased & said grandson is suing for the land via a supposed oral contract of minor farm work done. Does he have... View More

Donald Joseph Quinn
Donald Joseph Quinn
answered on Aug 17, 2011

You need to retain counsel to look at all the facts. In Missouri, a will is only effective on the date of death (testamentary) over property left in the decedent's name alone on the date of death. Arguably if the parents quit claimed it to you they didn't mean to leave it subject to the... View More

1 Answer | Asked in Estate Planning for Missouri on
Q: In Missouri does a last will and testament have to be probated
Donald Joseph Quinn
Donald Joseph Quinn
answered on Aug 17, 2011

The real question is, is there any probate left in the decedent, (testator)'s name alone on his date of death? If so, the will should probably be probated. You need to retain independent counsel to determine whether the will should be "probated" or not.

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