Get free answers to your Estate Planning legal questions from lawyers in your area.
My bf died in October. He didn’t have a will. It was assumed his kids from previous marriage would take over his estate. In January (I still live in his house) I found a signed and notarized paper called a Quit Claim Deed. It was never filed. I looked it up and saw that it had to be filed at... View More
answered on Apr 16, 2023
If you recorded the deed after your boyfriend died, you should be concerned about being prosecuted for a crime. This is especially true since he never gave you the deed; you just happened to find it after he was dead.
I would hire a criminal defense attorney to see what you can do to claim... View More
Halen is the wills name my grandmother left me this. In the will that was probated in 72 it says my estate will be left to (myname) as i was the only child when she died. in the estate it includes around 45k acres of land 5-15 million dollars and in 89 my father was my estate guardian and got... View More
answered on Apr 8, 2023
The settlor of the trust (in this case, your grandmother) chose the trustee and any substitute trustees in the event her first choice (presumably your father) does or is removed for cause. From your question, it sounds like your sister was the first substitute trustee selected by your grandmother.... View More
I am in the San Antonio area and the estimated time for the house to close is May 2023. Is this something you can assist with? If so, what is the estimated cost?
answered on May 3, 2023
You need to consult a licensed estate planning attorney to help you with this process. To put a house into a trust, you'll need to follow these general steps:
Fund the trust: To transfer the house into the trust, you'll need to change the title of the property from your name to... View More
I am 36(f) with two children under the age of 18. My assets are worth about 700k. My kids father and I do not have any sort of relationship. If something happens to me before my kids turn 18 my ex there father will have access to everything. My question is this: to avoid my ex getting his hands on... View More
answered on Mar 26, 2023
Yes, you should definitely get a will and NO you should definitely not get married for the reasons you mention. You should get an attorney prepared by an experienced estate planning attorney. Yes, it will cost a bit of money. However, those it would be SO worth it to have a Will done by a really... View More
Scenario: The property was co-owned in a three-way split, a married couple and a single woman. One of the partners in the couple passed but left a will.
Questions:
1) Will the deceased's share go to the surviving-spouse, superseding the will and causing the property to... View More
answered on Mar 17, 2023
1) Unless is will is successfully challenged, the decedent's 1/3 interest will pass to the heirs named in the will, subject to the surviving spouse's "widow's rights" which give her or him a life estate in the decedent's interest if the property was the couple's... View More
I am trying to avoid probate since my mother's assets total $3000. After three phone calls to Wells Fargo estate department, they say that I need either a Order/Judgment of Heirship, or an Order Admitting the will to Muniment. The probate clerk in Texas said that if I file the Affidavit of... View More
answered on Mar 15, 2023
Within the last year, we probated an estate for exactly that reason: Wells Fargo will not release funds on deposit in their bank without an order from the probate court.
You should contact a probate lawyer in or near the county where your mother lived at the time of her death. Depending... View More
answered on Mar 6, 2023
If you don't know the law firm that prepared your father's will, there are several steps you can take to try to locate a copy of the will:
If your father kept important documents at home, such as a safe or filing cabinet, check these areas for a copy of his will.
If your... View More
My mother had no estate or no named executor. The check was made out to my mother's estate in the care of myself. Would it have to go through probate or an estate needs to be established?
answered on Mar 2, 2023
If the check is made out to your mother's estate in your care, you will likely need to go through the probate process or establish an estate to cash the check. This is because the check is considered an asset of the estate, and someone must be legally authorized to act on behalf of the estate... View More
She's telling me any questions I ask is going to raise what they are billing, and she's not communicating with me like she should so I'm getting worried. But I've asked her for attorney info numerous times and she's only given me excuses.
Is it true that her... View More
answered on Feb 20, 2023
For better results, try reposting your question with more information provided. When doing so, keep in mind that a "power of attorney" is a document, not a person. The person that signs a power of attorney is called the principal, and the person designated by the principal to act for... View More
She's telling me any questions I ask is going to raise what they are billing, and she's not communicating with me like she should so I'm getting worried. But I've asked her for attorney info numerous times and she's only given me excuses.
Is it true that her... View More
answered on Mar 2, 2023
It's generally true that an attorney will only communicate with their own client or someone who has been authorized to act on behalf of the client, such as a person with a power of attorney. However, in certain circumstances, an attorney may be willing to speak with a non-client about a case,... View More
Y. She says it’s inappropriate for me to ask for the annual amount of the principal, which will be my inheritance. She is only supposed to be living on the income. Trust is in South Carolina. She is 83. Is she correct?
answered on Feb 16, 2023
If your stepmother is the trustee of the trust, she may have a fiduciary duty to provide you with certain information about the trust, including the annual amount of the principal. However, the trust may have specific provisions that limit the information that can be provided to beneficiaries, or... View More
answered on Feb 16, 2023
I'm sorry to hear about your loss. If your mother had a trust, it is likely that the trust will govern the distribution of her assets rather than a will. If you can't locate the attorney who drafted the estate plan then you'll want to contact a local attorney as soon as possible to... View More
answered on Feb 5, 2023
Sorry to hear about your mothers passing. If she had a trust created then she can typically bypass the probate process. Verify that the trust has been funded properly and properly executed. Oftentimes, trusts will be drafted together with a pourover will. So you can probate that pourover will... View More
My mothers will made my step father the executor and then it was to be split equally between me and my step sister. After she died he changed the will without my knowledge and totally left me out giving it all to my step sister...not honoring her wishes
answered on Jan 31, 2023
Absolutely NOT. Only your mother had the power to change her will. There's no such thing as a will being changed by someone else. You should definitely get a probate attorney to represent you, because your stepfather is up to some shenanigans if he thinks he can change a will after your... View More
My mothers will made my step father the executor and then it was to be split equally between me and my step sister. After she died he changed the will without my knowledge and totally left me out giving it all to my step sister...not honoring her wishes
answered on Mar 2, 2023
No, an executor of a will cannot change the terms of the will after the person who made the will (the "testator") has died. The executor's role is to carry out the instructions and wishes of the testator as expressed in the will.
If you believe that the executor has changed... View More
She was married for 4 years but at here job for 17 years 13 years is separate property and the other 4 was community but during the last year she accumulated medical bills so I’m trying to see if her husband would have to pay from his community property or it would come out both community and... View More
answered on Feb 16, 2023
In general, if your mother incurred the medical debt while she was married, the debt may be considered "community debt". This means that the debt would be paid out of the community property, which includes property that was acquired during the marriage.
However, if the medical... View More
She was married for 4 years but at here job for 17 years 13 years is separate property and the other 4 was community but during the last year she accumulated medical bills so I’m trying to see if her husband would have to pay from his community property or it would come out both community and... View More
answered on Jan 31, 2023
Up to $15,000 of funeral expenses and up to an additional $15,000 of medical expenses associated with your mom’s final illness must be paid out of your mom’s estate as a priority claim before any other debts or expenses are paid.
If you paid funeral expenses out of pocket, you need to... View More
I have a judgement for income withholding order for any of his employers against my Ex for child support and spousal support which is not paid since 2020.
So he setup a company with his wife as registered agent and owner of the company. His wife is his employer who receives all his salary.... View More
answered on Jan 11, 2023
I have a judgement for income withholding order for any of his employers against my Ex for child support and spousal support which is not paid since 2020.
- ANSWER: Enforce this judgment.
So he setup a company with his wife as registered agent and owner of the company. His wife is... View More
Property is in sons name. She says she doesn't have to move out due to widows rights. How is this fair? He wants to marry and have his own wife move in with him. Son is responsible to pay the mortgage but stepmother gets to live there free? Why is the financial burden on the son? She... View More
answered on Jan 9, 2023
A surviving spouse is entitled to no less than a life estate in any property used as a homestead by the deceased spouse in Texas. She is also entitled to all exempt personal property and to an allowance from the decedent’s estate for one year. This is fair because it provides for the widow to... View More
My father in law passed away 2 years ago. The executor of his estate never filed the will into probate. The only assets left by him were a car and house. Car was repossessed and the house sold in foreclosure auction and there are excess funds. Is there any reason at this point to bother with... View More
answered on Jan 3, 2023
The main purpose of probate is to transfer assets that are still in the name of a deceased person. If there are no such assets, not much purpose would be served by opening a probate.
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.