If no will is filed for Probate, your Mother dies Intestate, with the heirs at all and next of kin owning her assets. Hire a competent WA to determine if an Administration is needed, or whether the present Intestate Succession is satisfactory.
Probably not. An attorney that drafts a legal document for a client needs to put down what the clients wishes are in the document, but does not have a legal obligation to make sure the people listed by the client are appropriate choices.
On another note, many states have a statute that...Read more »
The Casino told me I need to have a Power of Attorney but I was told by someone else that Power of Attorney's are only for the living. Will an Affidavit of a Small Estate work? If so, does it need to be filed with the court or just signed in front of a Notary? She, my mother, passed suddenly... Read more »
If you opened probate and had "Letters Testamentary" the casino would likely honor that, but that is a hassle if there's no need to open probate. You may be able to obtain a "Wage and Income Transcript" from the IRS, which shows reported W2s, but it will take some time for...Read more »
Both you and the only heir need to hire a probate attorney. You need to hire a probate attorney to assert your claim for reimbursement. The only heir will want to hire a probate attorney to ensure the proper administration of the estate and his or her inheritance. The nearest kin will also want...Read more »
Both of my parents had Wills listing each other the primary beneficiary and me as the second. When my mother passed away in 2018, we did not take any action. Joint accounts and property were not modified or updated. Now my dad passed away in 2020 and I have to file for Probate.
It is not possible to answer your question without a thorough understanding of everything that was in your father's name (alone or with others) when he died. Even if everything that could be held in joint tenancy with right of survivorship (JTWROS) was held in JTWROS, there are steps that...Read more »
My dad passed away. I'm executor of the estate. My dad has us splitting everything (property & posessions) in roughly equal shares. However, my brother share is to go into a trust due to concerns of drug/alcohol issues. My dad appointed me to oversee trust for my brother as well. My... Read more »
Yes, if what you say is true, that the death beneficiaries of the IRA are you and your brother and not you and your brother’s trust, then he will receive his share outright and free of trust. But neither of you have to accept your shares all in one lump sum. You can roll your shares over to your...Read more »
Yes, a living trust would avoid probate and might be an excellent choice for your dad's situation. However, there are other techniques that might be better if, for example, you want to protect the home from being sold after death to reimburse Medicaid for long term care expenses paid on your...Read more »
The legal standard for proving a person was incapable of making a will is a difficult one that must be proven by clear and convincing evidence. If you succeed in establishing that your father lacked sufficient capacity to make a will, then his prior will, if he had one, will control the...Read more »
I cannot comment on these particular circumstances, but here is some general information. If an individual dies without a will and no surviving spouse, then next in line to inherit would be the children in equal shares. Also, when the borrower under a reverse mortgage dies, the loan becomes due...Read more »
Yes, in most states a child born after a will was made can challenge the will and claim the share of the estate he would have received had his parent died without a will. Also there are often family allowances in addition to that. You should contact a probate attorney near where the child's...Read more »
I think you know in your heart that what your mother and sister did, if true, is illegal. You can hire a probate attorney to help you rectify the situation but be prepared for the problem of proof. You will need evidence to prove your claims.
Ca case involving a very old, wealthy established family. I have been disincluded, knowing, by one of the co-executor heirs. They included my sister as sole heir. It was done before father passed and without legal authority with fraudulent, forged documents which I do posses. I am well prepared... Read more »
Her sister is the personal representative and has always found a way to cheat her dad out of money. She is a gambling addict and an alcoholic and we know that she is draining the many different bank accounts and can prove it.
My stepbrother moved into my father's house last year after being evicted. Claimed to be caregiver, but after my father had a couple hospital stays due to bed sores, etc, I sold my house and moved in to finished basement about a month prior to his death. While I was with my father at the... Read more »
My uncle with POA over my father moved my dad to nursing home and removed over 100k worth of equipment from my dads home and sold it. I am the sole beneficiary of the estate. We now have buy new equipment to take care of the property. POA told us that it was for his medical care. Money was never... Read more »
Fro your side of the story it does appear that your uncle misappropriated funds. The law does provide legal remedies for those aggrieved by such behavior. You will need to fire an attorney and most likely pay a hefty retainer. If your uncle is collectible and sufficient dollars gone missing are...Read more »
No. An agent acting under a power of attorney can and must only take actions that are in the best interests of the principal. Self-dealing is strictly forbidden unless the POA specifically permits it. If you are encountering a rogue attorney in fact, you might need to hire an attorney to have a...Read more »
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