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Recent Beneficiary questions

My brother passed away recently. I was designated as his

My brother passed away recently. I was designated as his sole beneficiary on his Last will and Testament. His bank account beneficiaries, as I have just found out, was never updated to reflect his last wishesJA: What state are you in? It matters because laws vary by location.Customer: CaliforniaJA: Has anything been filed or reported?Customer: Just his death certificateJA: Anything else you want the lawyer to know before I connect you?Customer: No

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Irwin Law

Juris Doctor JD

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Previous caregiver (and her son) for my mother who died last

Previous caregiver (and her son) for my mother who died last month plan to remain in the house beyond the four months allowed by the trust which the house is in now. Should the trust initiate eviction - they pay no rent - or are they trespassing and the trust should proceed with removing them as trespassers - if so - what is process? Warrant for arrest with time frame to leave? Then call the cops to physically drag them out and lock them up with bail option?

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112 satisfied customers
My mother passed away. I was the DPA and Medical power of

My mother passed away. I was the DPA and Medical power of attorney. I took care of her and my step father for 7yrs total handling everything by myself. She lived in assisted living. I was just helping and handling everything and my mom was aware of everything. I have 5 brothers and sisters. They were all in the Trust as beneficiaries if any monies were left. There was none. She had a total of 180k amd it lasted to the end. I now have a brother 10 mos later stating he is going to get a lawyer to find out about her money and where it went. Her Trust was in Nevada. I never kept track of anything. No one ever told me too. I Didn't think I had to and I actually was keeping my head above water with a FT job and dealing with everything. My family just kept telling me what a great job I was doing. I am very upset over this issue. My question is: does he have the right to records or bank statements as only being a beneficiary? Can he get a lawyer to investigate? My mom was never legally deemed unable to handle her finances. She was not demented. Aren't people allowed to do whatever they want with their own money?

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CalAttorney2

Attorney

Doctoral Degree

20,132 satisfied customers
Do I have to pay the credit card debt of my deceased spouse?

My spouse passed last month and has a couple of credit cards with debt. My name is not on the accounts. When I called them to check what the pay off amount is, they refused to tell me since my name is not on them. Do I have to pay these debts? I live in Kansas and my spouse had no will.

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112 satisfied customers
My father passed away in 2000. I know he had some sort of

My father passed away in 2000. I know he had some sort of Prudential account. However, my brother never shared this information with me and he was the executor. I feel I am entitled to know this information since I am a sibling. My feeling my brother got away with a lot of money. How can I find out what my fathers account was worth and who were the beneficiaries and the history of what transactions were conducted?JA: What state are you in? It matters because laws vary by location.Customer: This would be in Ohio (Cleveland)JA: Has anything been filed or reported?Customer: What do you meanJA: What confuses you?Customer: I was not involved in any of the affairs of my fathers estate. I have no idea what was filed.JA: Anything else you want the lawyer to know before I connect you?Customer: No

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Roger

Litigation Attorney

Doctoral Degree

33,582 satisfied customers
Common law. I lived with same lady for 30 years before she

Common law. I lived with same lady for 30 years before she pased in march 2016.the house was in her name. What are my legal rights.

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ScottyMacEsq

Doctoral Degree

22,688 satisfied customers
Last will and testament question. My boyfriend and I have

Last will and testament question. My boyfriend and I have been seeing each other for 2 years. He and his current wife have been separated for 3 years and came up with an agreement to remain married for 5years after separation only for insurance purposes and to give the current wife a chance to get on her feet. This agreement is signed, including a division of assets as of the date of separation. He wants to create a Will that would leave her what she is entitled to but then to leave the rest for me. First question can he divide a pension where she is entitled to 10 years of, then the remainder for me? Assuming the pension allows for that( I know they are all different) but assume, if so how would that need to be worded? Second question along the same line his agreement with her states that when they sell the home they shared she is entitled to half of the profit, how do we phrase the other half comes to me should anything happen before the divorce is finalized? Like would you state that person A is entitle via agreement signed XXXX2012 to one half of profit from selling house at***** and the remaining 1/2(his part) shall go to person B.. or would just say the remainder shall go to person B?

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Irwin Law

Juris Doctor JD

8,826 satisfied customers
Our orphanage was used as the beneficiaries of a national

Our orphanage was used as the beneficiaries of a national honors society concert of a wealthy high school in the Houston Texas area. When they had raised $7,000 to benefit the children of the orphanage the administration of the district has refused to give us the money. We are a small orphanage in Honduras Central America. I am the volunteer director and have tried many times to resolve this. Please advice.Thank you in advanceRev. Leonard Jones

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Thelawman2

Doctoral Degree

1,768 satisfied customers
In Texas, after a will has been probated - when real estate

In Texas, after a will has been probated - when real estate is involved, how long do you have before you transfer all real estate deeds into the beneficiaries names. There is income from some of the real estate and it is used to pay property taxes, utilities and expenses, but none of the real estate has been transferred - death of the owners have been at least a year. Do not know the proper procedure.

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Irwin Law

Juris Doctor JD

8,826 satisfied customers
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