I am the executor of my mother's estate
. Her trust was written 20 years ago, and although she is still with us, several changes need to be made to the trust. Some retirement accounts have changed and my mother would like to change the method in which the funds are distributed to one of the beneficiaries. Her trust was drawn up by Herbert B. Rhodes, attorney at law, and I have not been able to locatehim to make these changes. Is this something that you can help me with?
JA: OK. The Estate Lawyer will need to help you with this. Have you consulted a lawyer yet?
JA: Please tell me everything you can about this issue so the Estate Lawyer can help you best. Is there anything else important you think the Estate Lawyer should know?
Customer: Not much else really. There are some names misspelled in the doc, some investments have been added and/or subtracted, and one of my three brothers is not capable of handling his share of the estate. My mother wants that spelled out in the trust if need be. In reading the trust, it appears that as primary successor I may have the power already to do this, but I need to know for sure. She would like his share to be given in monthly increments. Also, this brother, as is my mother, in poor health, and the remaining value of his share would need to be returned to the trust.
JA: OK. Got it. I'm sending you to a secure page on JustAnswer so you can place the $5 fully-refundable deposit now. While you're filling out that form, I'll tell the Estate Lawyer about your situation and then connect you two.