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Question are not for my estate.Its on my parents this is
question are not for my estate.Its on my parents this is typing slow so please be patient … read more
Jessica B
Jessica B
Juris Doctor
5,752 satisfied customers
My Aunt passed away and she left some "payable upon death"
My Aunt passed away and she left some "payable upon death" accounts for my mother. The lawyer is saying those have to be put in with all the rest of the estate for now, but aren't accounts like that s… read more
Loren
Loren
41,835 satisfied customers
I live in Florida my grandmother had beneficiaries on all
I live in Florida my grandmother had beneficiaries on all but 2 of her cd,'s The rest of her estate is in a trust accept the 2 cd's. How do I get these out I and my mother are the executors… read more
Loren
Loren
41,835 satisfied customers
Hello, If a parent has a CD with children listed as beneficiaries
Hello, If a parent has a CD with children listed as beneficiaries (not ITF, not POD), upon death, does the proceeds go thru probate, or is the distribution of funds directly to the beneficiaries? (sta… read more
P. Simmons
P. Simmons
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Doctoral Degree
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A Florida branch manager of Wells Fargo Bank sold my father
A Florida branch manager of Wells Fargo Bank sold my father approximately $30,000 in CD's when he was in his 90's. I was listed as POD on the account. A few years later my father's Alzheimer's became … read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,335 satisfied customers
I am the executor of my dads estate. All of his assets are
I am the executor of my dad's estate. All of his assets are joint accounts or in a trust, his goal to avoid probate. He wants everything liquidated and distributed. Should I open a executors/trust acc… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
I am executor of my decedent mother. She has CDS worth $160,000.00
I am executor of my decedent mother. She has CD'S worth $160,000.00 POD, $12,000.00 in a savings account, and $2500.00 in a checking account. She had no car or real estate. She has some furniture and … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,613 satisfied customers
I was named executress on my moms will. I have been given
I was named executress on my mom's will. I have been given letters of testamentary. I have an EIN number for her estate. Now what do I do? There are savings bonds in her and my deceased dads' name. Th… read more
LegalEase
LegalEase
Attorney At Law
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892 satisfied customers
Re-did Grandmothers will, all her children are deceased and
Re-did Grandmother's will, all her children are deceased and there are three grandchildren. She wants to divide it equally among the three. A friend steps in and says it might be a good idea if she is… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
I have a revocable living trust. My schedule A lists items
I have a revocable living trust. My schedule A lists items such as jewelry, valuable antiques etc. but it does not list financial assets that are already titled in the name of the trust such as Broker… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My father died and had savings bonds. Some have his name listed
My father died and had savings bonds. Some have his name listed first "payable to" and my stepmothers' name listed under "or"; some have her name listed first "payable to" and his name listed under "o… read more
Barrister
Barrister
Attorney
Doctoral Degree
6,741 satisfied customers
My father passed away last week in Silver springs florida.
My father passed away last week in Silver springs florida. He had no will, he also had no outstanding bills, medical, credit card bills or loans except his mortgage, which is 50,000 upside down. He ha… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,335 satisfied customers
My mother has a trust set up for her property, but she has
My mother has a trust set up for her property, but she has a checking account that isn't in the trust. The account has my name (I'm her daughter)on it. But can my 3 other brothers sue me for her half … read more
ScottyMacEsq
ScottyMacEsq
Attorney
Doctoral Degree
1,334 satisfied customers
Grandmother left no will - there are 5 heirs, all grandchildren.
Grandmother left no will - there are 5 heirs, all grandchildren. She owned home free and clear (I have a copy of the deed). All heirs are agreeing to 'sign over' the house to one of the five heirs. Ho… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,335 satisfied customers
My husband is ill and we have a bypass trust. We have several
My husband is ill and we have a bypass trust. We have several bank and savings accounts held in California banks and also have an on line brokerage account. We will be setting up some CD accounts soon… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My grandfather passed away July of this year. His eldest son
My grandfather passed away July of this year. His eldest son was made guardian of his estate by the court. My grandfather had no will in the state of Texas. There are 4 sibilings still living. Grandfa… read more
ScottyMacEsq
ScottyMacEsq
Attorney
Doctoral Degree
1,334 satisfied customers
My Mothers will states that I am the power of attorney and
My Mother's will states that I am the power of attorney and the agent to act on her behalf. There are C D's left to each one of her four children with her name and the sibbling as pod. My question is … read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
my father recently died and left a will. Last week my ...
my father recently died and left a will. Last week my sister called me and said she found a POD leaving everythinnng to her. which takes presidence?… read more
rvlaw
rvlaw
Judge
Juris Doctor
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

6,741 satisfied customers

19 yrs estate law, real estate. Wills/Trusts/Probate

RayAnswers

RayAnswers

Attorney

6,613 satisfied customers

Texas lawyer for 30 years in Estate law

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,618 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

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1,335 satisfied customers

12+ yrs. of experience including estate law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,334 satisfied customers

Licensed Texas General Practice Attorney

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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