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Mom aged 83, living in assisted living in, asked me 3 years

Mom aged 83, living in assisted living in Virginia, asked me 3 years ago when she wrote up a VERY SIMPLE Revokable Trust to be her Gen'l POA, Medical POA, Trustee and Executor. Prior to that it was assumed it would be my brother since he was the Executor of my Dads (VERY SIMPLE) estate when he died 15 years go. My mother chose to go the other route since my brother has some health issues, and since I live literally 1/2 mile from my mom and I am her main caregiver etc. My brother who has been very upset about Mom even getting a trust - he claims he doesn't understand the need etc, has been badgering me for these last 3 years about why, what's in it, who are the beneficiaries etc. Since mom entrusted me with the "posession" of her Trust papers he feels he has the right as a beneficiary (while she is STILL Alive - and hasn't resigned the trust to me yet) to see everything in the Trust documents AND a copy of the will since he is a beneficiary along w/ myself and my two other sisters. He harassed mom's lawyer so much he will no longer take my brothers calls, and frankly she doesn't feel the need for him to be involved with it at this point. Recently again, he wrote me a 6 page hand written letter including a copy of a "newsletter" - which he hoped would help me see what my role is - (The newsletter was regarding post-mortem not while living). If mom doesn't feel the need for him to have a copy, and her lawyer wont take his calls anymore, can he technically continue to harass me about this? Am I responsible to give him all these copies of things he wants now? How can I get him to stop? As I said it is VERY simple. Not funded with anything strange or unknown to the family. Thank you.

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

 
44,720 satisfied customers
I live in Pa. and my mother recently died( in May '16). My

I live in Pa. and my mother recently died( in May '16). My brother live in Arizona and he and I are listed as executors on the will. My brother is saying I don't need to file a will and I don't need to pay inheritance tax. He was the designated beneficiary for a Schwab Account and has since disbursed the only to us. I think by law we need to file the will. Please help. I am completely stressed out about this!

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J. Warren

Attorney

Doctoral Degree

 
3,858 satisfied customers
My moms will list me as trustee and personal representative

my moms will list me as trustee and personal representative and states all personal property she gives and bequeth to me and the real estate property all owner related responsibilities and enjoyment of same property jointly by me and my brother then she states she nominates and constitutes and appoints me as the 1st person as trustee of this her last will and testament and my brother as successor and lastly when she dies state laws if applicable independently administers the decendants estate that hers be administered without adjudication order or direction of any court... please explain to me in simple terms what all of this means and rather or not im in charge of all of moms affairs and property or is my brother?

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Barrister

Attorney/Landlord/Realtor

Doctoral Degree

 
44,720 satisfied customers
I just found out my grandpa died six months ago. I was never

I just found out my grandpa died six months ago. I was never told of his passing by anyone in my family; we have been estranged for a couple years now. My family sold off grandpas belongings a month after he died at an estate sale and did not share anything with me. My sister was overseeing the sale. His estate was to be left to his five kids. My mom's one of his kids, but she's dead. So in California, her portion of grandpas estate would go to me and my sister, her only heirs...1} Can I force my sister to share grandpas estate proceeds with me ?2} Grandpa was in the military, air force, until he retired many years ago. I rec'd word by mail that I will receive part of his federal employee benefits. Are there any other benefits that military family should expect besides fed employee pay? Because I've seen no other forms come and dont want to miss anything. I'm assuming he has a life insurance too, would my mom, me or sister be entitled to that ?I'm sure his will, they wrote with him on his death bed really quick, did not cut me out, but did not list me specifically either.

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TJ, Esq.

Juris Doctor (JD)

 
10,112 satisfied customers
I live in State. I'm 91 years of age and in good health. My

I live in Washington State. I'm 91 years of age and in good health. My estate is small, around $275,000.I have no real estate and I have no debt. I pay off my credit cards every month.I'm leaving $10,000 to my Alma Mater for scholarships, another $10,000 for my great grandson's education and $5,000 to my great dranddaughter.My grandson will get my car ( an older model, in mint condition)The balance of my estate will be divided evenly between my daughter and son.Pretty slick I think. So is Probate necessary? Eleanor Dornan

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RayAnswers

Lawyer

Doctoral Degree

 
33,892 satisfied customers
I own 75% property from my family . 25% is owned by

I own 75% property from my family . 25% is owned by step-family I want to sell my share.I don't know how to get intouch with the step family How do I go about to sell my property. Is it a simple process. And is their another way just to sell my share?

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LegalGems

Juris Doctorate

 
12,200 satisfied customers
I manage a social security representative payee account dad.

I manage a social security representative payee account for my dad. I want the funds to pass to my mom's hands without the funds going through probate. Can I just list my mom as a beneficiary on the account payable on death? The bank is saying that I can't list a payable on death beneficiary to a rep payee account but I don't see any legal reason for that.

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Dwayne B.

Juris Doctor

 
33,882 satisfied customers
My ex husband is guarantor children's medical bill. He

My ex husband is guarantor for our children's medical bill. He is mandated to keep health insurance on them. This week I noticed that our hospital switched the guarantor of the children to me and added a bill of over $2600 to my account. Previously the collectors had called my phone asking for him. I learned that he had not made any payments and had been ignoring them. I gave them his information. After looking at the information now on my account I see that he has never made a payment. My last payment was May 2014 before he became guarantor. Since then they have received no payments. There are 20 months of late fees that I noticed on the account and they expect me to pay the bill in its entirety. In fact I was told that they would not send the bill back to him unless I had proof that he was liable to pay it. Is this legal for them to change the guarantor from one parent to another and refuse to change it back without the one having to show proof? My ex has avoided all of his bills and those people associated with collecting. His divorce attorney even sued him for lack of payment! I feel like I keep getting victimized because he dodges the system and gets away with it and I have to fix his problems. I can't afford to pay the bill and I'm not legally obligated to pay the whole thing according to our child support paperwork. But...if he continues to avoid them what are the options? I've already disclosed to them that he is getting money coming from the divorce but the woman didn't sound interested in collecting the entire debt in full and soon. She simply told me that they don't get involved in divorce matters. The divorce was finalized a year ago and he is going to be paid so it's a money issue to me...one that would pay them off. Do you have any suggestions on what I can tell the hospital?

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Law Educator, Esq.

Attorney At Law

Doctoral Degree

 
104,218 satisfied customers
I need help. A friend is married to a man with

I need help. A friend is married to a man with schizophrenia. He is 60 years old. She lives out of the US. He was declared mentally incompetent and the wife was legally declared custodial of his assets. He was hospitalized in a psychiatric hospital. She used to receive money from his social security until a couple of months ago when her husband disappeared. No one knows where he is and she has also stopped receiving the monthly deposits. In addition to continue trying to find her husband, what else can she do? That was her sole source of income

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LawTalk

Attorney at Law

Juris Doctor

 
31,010 satisfied customers
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