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Georgia Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: Hi, My name is Denise. I am the executor of my grandmother's will, and I am trying to probate her will.

The Judge states that the codicil is not self-proven. Interrogatories to Witness to Will are being asked for. If said witnesses cannot be notified, what would be my next course of action? I have the original Will, but the original Codicil is with a copy of the Will records in another county. I did... View More

James Clifton
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James Clifton
answered on Aug 19, 2023

In order to be self-proven, a will or a codicil has to have a self-proving affidavit attached to it pursuant to OCGA 53-4-24. Since the codicil in question does not have a self-proving affidavit, interrogatories to the witness must be produced to confirm to the court that the will was signed as... View More

3 Answers | Asked in Real Estate Law, Probate and Estate Planning for Georgia on
Q: If I have a mortgage on my property in Georgia, can I put the property in my trust's name?

The house has not been paid off as yet

Nina Whitehurst
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answered on Aug 16, 2023

Yes, you can transfer your property to your trust. All that is required to effect the transfer is a deed.

The real question is what are the consequences if/when your lender finds out. The answer to that question depends on whether the property is residential or non-residential and whether...
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1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: In the state of Georgia, my deceased aunt left me her estate once my uncle passes. My uncle remarried. Can this change?
James Clifton
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James Clifton
answered on Aug 15, 2023

It depends on the wording in the will, but generally, yes, it can change and often does - children, siblings, nieces, and nephews get disinherited when a parent remarries and leaves everything to the new spouse. Schedule a free consultation so that your aunt's will can get reviewed to see what... View More

2 Answers | Asked in Estate Planning and Probate for Georgia on
Q: Is it mandatory to get a bond for entire estate? Also, if we are unable to get a bond over 100k what options do we have
Anthony M. Avery
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answered on Aug 11, 2023

You can ask the Probate Judge to set a lower fiduciary bond. But usually someone else that can qualify for that bond requests to become administrator, sometimes an attorney. You may be including items which are not part of the Estate. Consult with a GA attorney that knows Probate, and you can... View More

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2 Answers | Asked in Estate Planning and Probate for Georgia on
Q: Is it mandatory to get a bond for entire estate? Also, if we are unable to get a bond over 100k what options do we have
James Clifton
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James Clifton
answered on Aug 11, 2023

Unfortunately, if you cannot qualify for a bond high enough to meet the court's minimum requirements, you may not be able to administer the estate. If no beneficiaries or interested parties qualify, the court would likely appoint an administrator to handle it. Schedule a free consultation to... View More

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1 Answer | Asked in Estate Planning, Landlord - Tenant, Real Estate Law and Probate for Georgia on
Q: Is it possible to evict an estate?

I lost my grandparents around 3 years ago. My mother, also the executor of both estates (and bear in mind we have an extremely strained relationship), inherited almost everything while I ended up with the house. I have received a deed with clear title and it has been filed with the local superior... View More

James Clifton
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James Clifton
answered on Aug 5, 2023

If the estates are still open, your best bet would be to petition the probate court to have the items removed or have the estate pay you a storage fee. You could make a claim as a creditor. Since you are the legal owner, you technically have the right to have the remaining personal property removed... View More

1 Answer | Asked in Estate Planning, Real Estate Law, Civil Litigation and Elder Law for Georgia on
Q: Can someone us a specific power of attorney to convince notary person to that they have power of attorney over their par

Can someone us a specific power of attorney to convince notary person they have power of attorney over their parents when the specific power of attorney was already voided after 60 days. Would the notarized quite claim deed be valid?

Anthony M. Avery
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answered on Aug 1, 2023

If the POA was revoked at the time of Deed execution then there was no valid conveyance. However if no interested party ever files suit to have the Deed declared void, then the purported conveyance remains of record. After many years the voidable Deed is cured. Contact a GA attorney now... View More

2 Answers | Asked in Estate Planning, Personal Injury and Probate for Georgia on
Q: How does a potential heir waive right to claim in Georgia

Deceased killed in accident. Surviving spouse seeks waiver of right of potential heir to receive assets or income from estate. What document is needed?

James Clifton
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James Clifton
answered on Jul 31, 2023

If there is a surviving spouse and children, all of them would be entitled to compensation from the wrongful death claim. The children would need to file renunciations in order for the spouse to receive full compensation from the wrongful death claim. You are likely dealing with very complicated... View More

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2 Answers | Asked in Estate Planning, Personal Injury and Probate for Georgia on
Q: How does a potential heir waive right to claim in Georgia

Deceased killed in accident. Surviving spouse seeks waiver of right of potential heir to receive assets or income from estate. What document is needed?

Robert W. Hughes Jr.
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Robert W. Hughes Jr.
answered on Jul 31, 2023

This is far more complicated than it seems. If the spouse has a wrongful death claim, and elects not to pursue it, the claim goes away. No one else can pursue it. If she wants to pursue the claim, but does not want the money, she has to first get it, and then give it away, which comes with gift tax... View More

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1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: When a person dies without a will and has established a living trust, does the trust effectively become the will in SC?

Is this still true if the trust has not been funded?

Nina Whitehurst
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answered on Jul 30, 2023

If the trust is unfunded, then all of the decedent’s assets that do not have beneficiary designations become part of the decedent’s probate estate and, having no will, the decedent’s estate will be governed by the laws of intestate succession.

This demonstrates a classic estate...
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1 Answer | Asked in Estate Planning, Family Law, Civil Litigation and Probate for Georgia on
Q: Can my sister legally have the house put in solely her name without consent of other 4 children

My mother died without a will. She has 5 living children. Her husband previously passed. In the state of Georgia

James Clifton
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James Clifton
answered on Jul 23, 2023

No, your sister cannot put it in her name solely. In order to transfer the property from your mother, a probate administration will have to be opened for your mother's estate. From the probate case, the property will either transfer to all of the children equally, or it will need to be sold to... View More

1 Answer | Asked in Probate and Estate Planning for Georgia on
Q: If I were to contest this will, what are the things that I am going to need to prove?

Also, what are some things I should look for if this said will was believed to be a fake will???

James Clifton
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James Clifton
answered on Jul 15, 2023

If you are going to challenge the legitimacy of a will, you should consider hiring an attorney as many of the arguments involve technical legal issues. Below is a non-exhaustive list of possible challenges to the will.

1) The will was not signed, witnessed, or notarized properly;

2)...
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1 Answer | Asked in Estate Planning and Probate for Georgia on
Q: Ga, Probate. Can I go ahead and disperse estate funds or do I need permission from the court?

I have been granted expanded powers by the probate court in Cobb County, Ga. I have made the legal postings for creditors, the time has expired and there have been no claims against the estate. I have the funds in an estate account. after tax returns are filed, can I just distribute the funds and... View More

James Clifton
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James Clifton
answered on Jul 15, 2023

It depends on the language contained in the order appointing you as administrator or executor. If the order relieves you of the duty of providing inventories and accounting for the funds, you can distribute the funds and request that the court close the case. If you have not been relieved of the... View More

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

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
Robert W. Hughes Jr.
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Robert W. Hughes Jr.
answered on Jun 29, 2023

The insurance company contract dictates who receives the proceeds of a life insurance policy. Some company contracts state the estate receives the proceeds when no beneficiary is listed. Other company contracts say the heirs or next of kin receive the proceeds. You first need to get a copy of the... View More

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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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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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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 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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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

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