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Recent POD questions

I will be receiving a payout on my Mom's two stock accounts.

I will be receiving a payout on my Mom's two stock accounts. One ***** ***** and the other Scottrade. I have to show ID and Death Cert. What I have been told by my sister in which I will be getting a copy of the Will in next couple of days that my brother was left out of Will. I see Minnesota law statute for contesting Will is one year. However, these stock accounts seem to be set up as a Payable Upon Death. Should I set money aside in case he decides to contest or in this situation are they safe from being included in contesting a Will?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: MinnesotaJA: What documents or supporting evidence do you have?Customer: I don't have a copy the Will as of yet. Should be coming in next day or two. Called the two stock offices and they just need Death Cert. and ID. Otherwise, I'm not sure what you mean by your question.JA: Anything else you want the lawyer to know before I connect you?Customer: No. However, Is this going to cost me?

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LawTalk

Attorney at Law

Juris Doctor

37,258 satisfied customers
I was DPOA as former daughter in law grandma has CD' s and

I was DPOA as former daughter in law grandma has CD' s and bonds checking and savings that are left and designated upon death there are no bills and no liens no real estate property, still have to go through probate? ThanksJA: Estate laws vary by state. What state are you in?Customer: FloridaJA: What documents or supporting evidence do you have?Customer: I have a informal will and all the children grandchildren are payable upon deathJA: Anything else you want the lawyer to know before I connect you?Customer: No thanks

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Loren

Juris Doctor

43,842 satisfied customers
I have PODs on my bank accounts and my house. If I make a

I have PODs on my bank accounts and my house. If I make a living trust would that conflict with these and would it be a good idea to make a living trust also.JA: Estate laws vary by state. What state are you in?Customer: ArizonaJA: What documents or supporting evidence do you have?Customer: Just my bank statement has PODs . I am retired federal and my house was purchased with money from Colorado where we had another house before moving to Arizona.JA: Anything else you want the lawyer to know before I connect you?Customer: I am a widow

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RobertJDFL

Attorney

Juris Doctorate

14,684 satisfied customers
I'm just trying to figure out my legal rights as an heir

Hello I'm just trying to figure out my legal rights as an heir when my grandfather's will is not being followedJA: Since estate law varies from place to place, can you tell me what state this is in?Customer: ColoradoJA: What action has been taken so far? What's your ideal outcome?Customer: My uncle is trying to take all of the money from an account and give me nothing although the will says it is supposed to be split 50/50. My ideal outcome is to follow my grandpa's last wishes.JA: Anything else you want the lawyer to know before I connect you?Customer: No

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Loren

Juris Doctor

43,842 satisfied customers
My father passed away leaving 3 bank accounts and 4 CD's POD

My father passed away leaving 3 bank accounts and 4 CD's POD to his children.My father's probate is in the state of Virginia.Do I list these accounts on the inventory for the estate?

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Loren

Juris Doctor

43,842 satisfied customers
My aunt and uncle had two cds with my uncle's nephew listed

My aunt and uncle had two cds with my uncle's nephew listed as pod to him. My uncle died three years ago and a month later my aunt put the two cds in my cousin and my name. Is the nephew entitled to any of the money?

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

53,390 satisfied customers
If there is no estate property, meaning there is no probate

if there is no estate property, meaning there is no probate property, does an inheritance return still has to be filed?JA: Okay, I'll connect you to the Estate Lawyer to discuss this further with you. Before I do, is there anything else you want the lawyer to know?Customer: the property is not probate because it was given to someone in an irrevocable trust; the decedent only had joint bank accounts where there are 2 people on the account were both can deposit funds, withdraw funds, etc.

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RayAnswers

Lawyer

Doctoral Degree

42,928 satisfied customers
I will have heirs in the USA and in Italy. Can I use

I will have heirs in the USA and in Italy. Can I use Distributions on Death for those in the U.S. and a will for those in Italy, or do d.o.d. presume their is no will?JA: Since estate law varies from place to place, can you tell me what state this is in?Customer: Texas, HoustonJA: Has anything been filed or reported?Customer: NoJA: Anything else you want the lawyer to know before I connect you?Customer: I have no real property and no children. Heirs are all nieces and nephews

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

116,790 satisfied customers
This question is for an estate lawyer. My father wants to

This question is for an estate lawyer.My father wants to leave everything to me, and nothing to my brother. He wants to know what is the easiest way to do it avoiding any probate?We live in Florida and he has his condo which is worth about 300k. He has about $100k in the bank, and also has about $400k invested in gold.

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

53,390 satisfied customers
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