Get free answers to your Estate Planning legal questions from lawyers in your area.
Do I the spouse inherit his sole property and our joint property. Do i have to go to court to change everything to my name and close his accounts.
answered on Jun 12, 2019
I'm sorry for your loss. You need to see an experienced probate lawyer quickly - there are several different ways this could turn out as to property in his sole name. Assuming the 'joint' property was with survivorship, then that is yours but there is some simple paperwork that may... View More
Assistance with an estate situation that has in VA. Best of friends and also involved in formal business since 2007.
Brother is listed as executor of a will that was filed. The will is very vague drafted in 2009. It mentions nothing regarding our business relationships over the years.... View More
answered on May 23, 2019
It is difficult to pursue a claim as small as $13,000 with a claim involving a declined probate. It isn't as simple as a General District Court case, because it needs to start with the opening of a probate and might lead to a contested and hostile petition for probate by you in spite of not... View More
My father died by suicide on May 22nd 2018. He was living in Elk Creek at the time in Grayson County. At the time his wife of almost 8 years had been living in New York more than in Virginia with him. She was in Virginia when this happened. I would like to have become a co-executor of the estate... View More
answered on Apr 15, 2019
Since you father died without a Will, the Virginia Code's provisions of Intestate Succession control the distribution of his estate. The Virginia Code's provisions for Intestate Succession are long and complicated. It would be best for you to hire a lawyer to provide you with a written... View More
Estate is less than100,000
Live in Va. brother died in Hawaii.
answered on Mar 11, 2019
You will need to contact the Court Clerk in the jurisdiction in Hawaii where he died and go there to qualify on his estate. You will need a certified copy of his death certificate. You should be able to reimburse yourself out of the estate assets for expenses incurred in the administration of the... View More
My brother-in-law was an abusive, substance-abusing man who was not involved in the first 20 years of his daughter’s life. Ten years ago, after being diagnosed with a terminal illness, he decided he wanted to be a ‘father’ to his daughter. He told his disabled daughter (unable to work due to... View More
answered on Mar 11, 2019
To sell the house for less than it's value would be a breach of fiduciary duty. However, if the other beneficiaries disclaimed their shares it would pass to whoever would take if they had predeceased, which could result in a larger share, or perhaps even the entire interest, passing to the... View More
We have one heir who probably won't sign papers for even distribution of property. Is there is an advantage here for co-executors to be appointed as listed in the will to avoid this one estranged heir and decide the outcome for the property?
answered on Feb 14, 2019
“Advantage” should have no relevance to the appointment of an executor in a testate estate, and title to the land passes in Virginia outside probate subject to the actions of the executor in administering the estate. In other words, your question makes no sense, and the uncooperative heir or... View More
answered on Jan 16, 2019
If it was executed correctly, it's a self-proving will signed by two or three witnesses before a notary public, and it is no problem at all. If the testator went the lawyer-free way, Virginia Code § 64.2-403(B) provides that: "A will wholly in the testator's handwriting is valid... View More
answered on Dec 15, 2018
Virginia has a premarital agreement act in Chapter 8 of Title 20 of the Code of Virginia. Under Virginia's premarital agreement act the fiances may address almost any legal issue arising from the marriage, including estate planning as follows:
Virginia Code § 20-150. "Content of... View More
My aunt, who is the admin of the estate, has told me conflicting things from the copy of my grandmothers will I received at the courthouse. In the copy I received from the courthouse, me and my two siblings are to split a 4th of my grandmothers estate because my father passed when I was younger.... View More
answered on Dec 3, 2018
I wouldn’t be a bad idea to retain Virginia counsel to review the Inventory and First Account, but investment accounts with designated beneficiaries generally pass outside the Will and the probate estate. So, if you are not listed as a beneficiary of those accounts, the Will may not matter in... View More
Dad passes his life insurance company is writing the check to his wife that he hasn't lived with for over 15 years i have lived with him my whole life. Will they do the same with his 401k pension plan and all of his investments since he has no will or beneficiaries. I am not her biological... View More
answered on Oct 23, 2018
For life insurance policies, 401k accounts, IRA, and some investment accounts, your father would have been asked to provide a beneficiary on the paperwork he filled out to open them. Whoever he listed as a beneficiary is who will receive those funds.
In Virginia, if a person dies without a... View More
answered on Oct 9, 2018
You can either have a new will drafted which revokes the old will, or you can have an addendum to the current will. If there are significant changes, it is best to have a new will drafted.
MY uncle and i owned my grandmother house together, which i have rented for several years and he pasted away Aug 2018. The renter pays me. I wrote check to my uncle's ESTATE for half the rent less expenses and my cousins want me to write a check directly to them. They say there is no will... View More
answered on Oct 4, 2018
You need a consult with a competent lawyer. First, it isn’t clear whether you owe rent. Co-owners don’t pay rent, though your contracts and deed may reverse that. Second, you need to understand title before you pay anyone anything. Payments to the non-owner may not satisfy any rent that is due.
Is this sale of house include change of will. Does Alzheimer's patient in assisted living inherit estate if death of spouse
answered on Sep 27, 2018
Having an illness that makes one incompetent to handle funds (among other things) does not mean the individual cannot inherit. In other words, the patient’s right to inherit is not impacted in any way by his illness. It may mean that a guardian will need to make certain decisions or request... View More
answered on Aug 24, 2018
A provision in a will may not be as effective as you would like. There are other estate planning documents and instruments that may be more effective. If you don’t have confidence that your adult child will make good decisions about spending inherited money, you can put those decisions in the... View More
answered on Aug 13, 2018
This is more of a wills/estate planning question. Depending on things like your age and whether or not your grandfather has clear title to the house, it may be a pretty straightforward answer. However, there are some important questions that need to be answered before you all take any action on his... View More
was to go to daughter upon mother's death. When father dies, who pays for mortgages, father's estate or daughter?
answered on Aug 9, 2018
You need a lawyer to review the notes and the deeds of trust or mortgages as well as the language in the trust and the applicable state law. If he had the power to use the corpus for his own needs, the daughter may be out of luck. If the notes are his and he had resources and he violated his... View More
We have a copy of the original will. How do we find out what insurance policies she had?
answered on Aug 7, 2018
The original Will makes things much easier, because you may otherwise need to prove that the original wasn't destroyed intentionally by the testator. If the Will matches the intestate succession, the process is likely to be easier, but, if faced with a challenge, you will definitely need... View More
The home is in the deceased parents name and the question is whether my grandmother, the last surviving child, has the legal right to sign the home over to one of her children.
answered on Jul 21, 2018
The answer depends on a number of factors including, at least:
1) How the house was titled to her parents;
2) where each parent resided at time of death;
3) When each parent died;
4) Where the House is located;
5) Who anywhere in the chain of title had a... View More
They said after a certain date I can request a report. How do I do that? Do I have to file a motion? Do I write a letter? I’m just lost and have no money for a lawyer.
Also she has taken a significant amount of money that I know she will not account for she says she doesn’t have any... View More
answered on Jul 13, 2018
Look up and call the Commissioner of Accounts for your Circuit. Make an appointment and describe the issues accurately and succinctly.
Are his biological children intitled to his portion of the home, as the girlfriend recently had her name added to the home, and is selling it. The father told me the kids were taken care of, but he passed away & the live in girlfriend
Is saying she knows nothing about that.... View More
answered on Jun 15, 2018
Someone needs to pay for a legal consultation and potentially an investigation before the house is sold. You need a title search and a court record search for a Will.
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