I need to prepare a will and a living trust...live in State.
I need to prepare a will and a living trust...live in Washington State. My situation is very simple...just a spouse and no children. We have a home, I have an IRA and my husband is the beneficiary and we have a joint brokerage account. I would like to find boiler plate documents if possible. Thank you!JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: WashingtonStateJA: Has anything been filed or reported?Customer: No.JA: Anything else you want the lawyer to know before I connect you?Customer: I can't think of anything else. I think my situation is pretty basic and simple.
I live in Penna. I am an executor of an old gentleman's
I live in Penna. I am an executor of an old gentleman's will. He had no wife or children. He was 82 years old when he passed. In his will he left me $10,000.00. That was designated in 2009. In April of 2016 he drew a line through that that particular designation and raised it to $18000.00. The deceased signed the change and dated it on April 20, 2016. His attorney says he isn't sure it's the deceased signature. I have known deceased for 50 years. Intimate friends that have known deceased as long as I have say it's his signature. Can you change the will by doing this procedure. Deceased was of sound mind.
I am a 67 y.o. widower recently married to a 67 y.o. widow.
Hi, My name is***** am a 67 y.o. widower recently married to a 67 y.o. widow. I currently have a will that I want to change. We have an appt with the attorney who originally drew up my will, but not until late December. We will be going to Cancun for 5 days from Dec 13th to 18th, and I would like to know if there is a way I can legally change the will to reflect changes in bequests. If I write a codicil and have it notarized, will that ensure that the new bequests are honored? Thank You.JA: Okay, I'll connect you to the Solicitor to go over that information with you. Before I do, is there anything else you want the solicitor to know?Customer: My wife's family will be well provided for from her personal investment funds. I also have a sizable investment fund. We keep our incomes (Pensions and Soc Security) separately and also contribute each month to a joint account from which the home mortgage and utilities, groceries, HOA fee, etc. are paid.
I'm a personal representative with my brother for my 97 year
I'm a personal representative with my brother for my 97 year old mother. She did a will in 2/15 which left me 20%, my brother who is a representative with me 30%, and my other brother 50% due to blindness. I Totally understand because I've done well working until age 68. But Mom just did another will 10/16 still leaving me representative with my brother, but changing the will to 50% for each of them and $1000.00 for me. My brother and I know she's not always clear, so can we use the will from 2015 versus the 2016?JA: Because employment law varies from place to place, can you tell me what state this is in?Customer: WisconsinJA: Has anything been filed or reported?Customer: My brother is not sure, he is going to check on POA.JA: Anything else you want the lawyer to know before I connect you?Customer: Just thinking, the will has a Notary stamp on it.
Can you tell what this means? Background: I submitted a
Can you tell what this means?Background: I submitted a complaint about a loan servicer to Consumer Financial Protection Board. It was right after the loan servicer had sent my loan to be serviced by another company, but it was unrelated to that.This is what CFPB replied:Subject: Your submission, number xxxxx-xxxxx"We reviewed the complaint you submitted and sent it to the company for a response. The company was unable to respond to the complaint without authorization from the consumer. At this point, no further action will be taken on this complaint. The consumer can submit a complaint on his or her own behalf or authorize someone to submit a complaint on their behalf."I submitted it on my own behalf, for what it's worth.I was not contacted by anyone seeking my authorization.In my view and that of most people, the act of submitting a complaint on CFPB means that CFPB will contact the company and will invite the company to respond to specific allegations with specific information.I will submit it again and include the loan mod contract documents and application form. I will not include my loan payment history or any loan statements. The loan is in good standing and has been for years.I would like to include a signed authorization stating that the company may discuss the enclosed documents with CFPB.Is that a good idea?Also, does it sound like this loan servicer is playing around?
I have a will, but I want to know if I can add to the will
I have a will, but I want to know if I can add to the will in longhand asking that a certain amount of money be held to give to each of my grandchildren to help pay for part of their weddings. I have already helped two of them and I want to be equal.
In 1976, my husband, a retired USAF Major, and I, got an
In 1976, my husband, a retired USAF Major, and I, got an uncontested divorce in Galveston County, Texas. In the mutually agreed divorce, it stated that I would get one half of his retired Air Force pay for the rest of his life (and of course, my life, should I precede him in death). We also worked out an amicable agreement as to how it would be paid. His next wife insisted that he take me back to court and try to get that changed, to no avail, and at that time, at Harris County, Texas, Court, a mediator met with my ex-husband and me and we drew up a solid, accepted, codicil (I believe it was a codicil)that he would pay, directly to me, the one half of his gross retired pay...either sent directly to me or deposited in my chosen bank. He has done this for all these years, with very few problems and I had no complaints; however, he fell about a week ago and broke his hip and his wife did not bother to call 911 until my son could get up there and demand to talk to his father since they talked most every day and he could not get hold of him for two days....he demanded she call 911 and needless to say, my ex-husband is in the hospital, recovering from a very badly crushed hip. He is in and out of cognizance and here it is July 1st, my check is supposed to be in the bank on July 3, no later, and I am 83 years old and have no other means of income and I cannot find out how or what or if I can get my money any time soon. I live from payday to payday and have no money to pay my rent, buy groceries, nor pay my bills....What do I do? Ms. Cleo ******(###) ###-####***@******.***...My son is in the process of trying to get help for his dad through the case workers as his wife is a dingbat, proven by not calling the ambulance when needed....he lay on the floor for three days...