If the estate has cash, it is possible under the probate code to file an ex parte petition to do a preliminary distribution of up to 50% of the estate. But eventually you will have to do your accounting and petition for final distribution to be able to distribute everything.
My Dad received amended copy of his living trust 3 days before he died and had not signed them. He did contact estate attorney and confirmed draft. I don't believe signing them was exclusive, but I do know that my dad would want his last wishes honored. I know there must be mitigating... Read more »
If he didn’t sign the amendment, it’s ineffective. It doesn’t need to be notarized, but it does need to be signed by the trustmaker. Sorry to be the bearer of bad news, but to tell you otherwise is just wishful thinking.
This estate planning binder. He gave me the spare keys to his home to retrieve it but all the docs were stolen from his estranged son whom he does not trust. He told this to our other family members times. So now the son refuses to let me see the will. I'm afraid he would fraudulently change... Read more »
Have you called the attorney's office that prepared the Will? They should have a copy. A copy can be submitted to probate if there's a good reason to believe the original cannot be found and was not revoked. You can also file a petition for probate to have yourself appointed as...Read more »
It is highly probable that your brother had his original will stolen because most attorneys no longer store originals for clients. Your brother should prepare a new will and store it where his son will not easily find it.
If your brother is already deceased, then the executor of his estate...Read more »
In CA, a will must be witnessed. A trust does not need to be witnessed. You have no entitlement under the probate code to copies of either document merely because you signed it as a witness. You must have either a pecuniary interest (you are a beneficiary) or some duty (eg. Executor of the will or...Read more »
They are three different things. The person listed on the advance directive (medical POA) may or may not be the attorney in fact for the financial POA. Moreover, those documents are no longer effective upon the death of the person who executed them. Executor refers to a person designated under a...Read more »
The pour over will should designate an executor. Moreover, the fact that it is a “pour over” will means there is a trust, so probate, and hence the executor duties, may not be necessary. Who is the executor of the will and trustee of the trust? They are frequently the same person.
While it is honorable that you want to see BIL's wishes carried out, truthfully you are just a witness and it is not your duty or responsibility. It is the duty of the person named as executor. You should notify the people that you know were the other beneficiaries that the documents have...Read more »
What is not clear from your post is who is the maker on the check? You provide so much extraneous information that is sounds like the check is coming from the trust that your father is the trustee on. But that makes no sense. IMO you should go to the maker of the check and request that the check...Read more »
If the retirement account was an IRA, his daughter gets the money as primary beneficiary even if the account was community property, because spousal consent is not required to setup or change a beneficiary designation on a traditional or Roth IRA account. If the retirement account was a current...Read more »
First just ask them. Send one of them a written offer to sell your share for a certain amount and state a date on which the offer will expire. If she does not accept, send the same offer with an expiration date to the other sister. If that doesn’t work, send an offer to both of them offering to...Read more »
I'm the son of the partner who is unable to speak. Her spouse is not making choices in her best interests and our family believes he is using his power for his benefit. We believe he is using her money, credit cards, and has mentioned he is using our elderly grandmothers (now deceased) bank... Read more »
If the power of attorney is NOT durable then it was automatically revoked when your mother became incapacitated. If it is durable and your mother is no longer able to revoke it, then you would have to go to court to get a guardian and conservator appointee. The conservator would then be able to...Read more »
There is a section of the Probate code that provides for the non probate administration of small estates. You should follow those procedures and if Robinhood won't transfer and re-issue the certificates to you, sue them in small claims. Suggest you hire an attorney to write you a legal brief...Read more »
You really need to go to a Family law attorney in your local area with these documents and see what is going on and what your rights are. Under California law, as a community property state, the spouse should inherit, but it might be possible under certain circumstances for a spouse to will away...Read more »
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