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Recent Living Trust questions

Mother died. I am the Co-Trustee of her Trust. All assets

Mother died. I am the Co-Trustee of her Trust. All assets are in name of Trust. Her retirement plan included a $2,000 life insurance. Insurance Co says beneficiary is the Estate. Insurance Co also says I need a Letter of Administration or a Letter of Testamentary.Why do they want this? how do I obtain the Letter of Testamentary.Life insurance is all that is not in Trust.

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Gerald, Esq

Juris Doctor

6,114 satisfied customers
I have a question regarding probate/wills, california, yes,

I have a question regarding probate/willsJA: What state are you in? It matters because laws vary by location.Customer: californiaJA: Has anything been filed or reported?Customer: yesJA: Anything else you want the lawyer to know before I connect you?Customer: not at this time thank you

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

50,226 satisfied customers
My dad is dying, no will. He's probably remaining

My dad is dying, no will. He's probably remaining unconscious. My mom is screaming about not letting him go in testate. Is there anything that can be done at this point?JA: What state are you in? It matters because laws vary by location.Customer: CaliforniaJA: Has anything been filed or reported?Customer: NoJA: Anything else you want the lawyer to know before I connect you?Customer: I think we have a living trust but I can't find anything right now.

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INFOLAWYER

Attorney

Juris Doctor.

39,240 satisfied customers
My father and his wife created a Living Estate, whereby they

Hello - My father and his wife created a Living Estate, whereby they designated myself and my step-sister as the beneficiary of their home. They are now going through a divorce. The judge has not yet made a ruling as to who will keep the home, even though my dad is the only one on the deed. Can they simple add an addendum to the living estate, stating that it will become null and void in the event of a divorce, or will they have to completely revoke the trust?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: TexasJA: Has anything been filed or reported?Customer: Yes.JA: Anything else you want the lawyer to know before I connect you?Customer: Not at the moment

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

50,226 satisfied customers
We are closing the estate of my wife's parents. My

We are closing the estate of my wife's parents. My father-in-law was a lawyer with his own practice. He retired about 15 years ago (closed his practice). In going through all of the household paperwork we have come across 5 boxes of wills he drew up for clients over the years. Our question is does the estate or beneficiaries of the estate have any Legal obligation to keep the wills?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: WashingtonJA: Has anything been filed or reported?Customer: In terms of the client's wills, we don't know. The span a 3 decade period of being written upJA: Anything else you want the lawyer to know before I connect you?Customer: Her parents estate is under a living trust and has been in the process of being dispositioned over the last two years

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38,838 satisfied customers
I am married and I bought my home before we got married. we

I am married and I bought my home before we got married. we have 1 child together and my spouse has 2 outside children. I want to assure that if I pass away first my spouse can remain in the home but after his death I want our child to have 100% ownership of the home with no shares to my spouse previous children. Is this possible to establish in a revocable trust or will?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: GeorgiaJA: Has anything been filed or reported?Customer: no wills filed yetJA: Anything else you want the lawyer to know before I connect you?Customer: not at present

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legalgems

Juris Doctorate

15,436 satisfied customers
Mom passed away in June. Brother settled estate. Deducted

Mom passed away in June. Brother settled estate. Deducted 7000 for a table that is worth maybe 400 that was mine to begin with. Don't know how attorney decided on that number. AND mom left me 15000 in bank account, 15000 to brother. Mom told me my brother should get bank money. So I gave him my 15000 but mom also said verbally that I get her 7000 Nissan versa which he Deducted 8000 from my share also. Do I need an attorney to get my money back? Estate attorney is just doino what my brother says. Also he has a bag of silver dollars not mentioned and an organ 2000.JA: What state are you in? It matters because laws vary by location. Has anything been filed or reported?Customer: California. My brother got a real estate attached. Mom had a living trust.JA: Anything else you want the lawyer to know before I connect you?Customer: I took care of my mom for last 6 months. My brother came to help on some sat and Sundays. There are 5 children in all.

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

112,960 satisfied customers
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.

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Ray

Lawyer

Doctoral Degree

39,248 satisfied customers
When my grandmother passed away she left me all of her

When my grandmother passed away she left me all of her personal belongings some of which were located in a condo that was insured. I had a girl that I did not know very well but that other people I did know spoke highly of go stay in the condo for a few months until I realized the trustee was charging me for all of the expenses including the property taxes and association fees. When I asked her to leave she did taking the key with her out of town. I had my parents pick it up and to make a long story short when I went back the next time the back door was wide open and thousands of dollars in brand new clothes with tags were missing from the walk in closet. I filed a claim with her homeowners insurance that was going to pay and then I had issues with filling out the loss inventory as I had receipts for the clothing but had no idea if she had for instance a pink sweater size small with long sleeves to go with her pink high heal pumps and pink pants from Nordstroms etc.. because they were not my clothes and had never even been worn so I had no idea. Once I asked them to wave the inventory due to the circumstances they changed adjusters a couple times and then after I had invested hours into coping off the receipts and scanning them into my computer for them they advised me they had reconsidered after looking into things and that became the owner after she passed away and I did not have a policy with them therefore they did not need to pay me for the items stollen from the condo. At the time I was dealing with so many other issues with the trust that I just let them get away with it. Where they correct in their denial?

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Phillips Esq.

Attorney

Juris Doctor

20,276 satisfied customers
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