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My father passed away February 3, 2015. His Brother passed
My father passed away February 3, 2015. His Brother passed away March 22, 2015. My father had a will made out in Detroit. The problem is his bank account was a POD account with Bank of America. Bank o… read more
Dimitry Esquire
Dimitry Esquire
Attorney
Doctoral Degree
41,221 satisfied customers
mother in law 9( she is 93, of sound mind and body) added my
mother in law 9( she is 93, of sound mind and body) added my husband and his brother to a savings account encase of emergency. brother passed away last year. mother in law closed account shortly after… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
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
1,215 satisfied customers
My mothers domestic partner passed away. She is listed on
My mother's domestic partner passed away. She is listed on the deed of the house they lived in and was pod on all his bank accounts. Now his children are looking for the proceeds of two homes he previ… read more
Richard
Richard
Owner
Doctoral Degree
50,792 satisfied customers
I was the authorized representative (POA) for my ex-mother
I was the authorized representative (POA) for my ex-mother in-law during her 5 yr stay in a nursing home, covered by Medicaid. I was also named on her checking account as POD to pay her bills. She die… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
my mother listed me as the payable on death beneficiary on
my mother listed me as the payable on death beneficiary on her accounts. Later I became her attorney in fact through a power of attorney. On the new signature card the branch manager refused to allow … read more
Ely
Ely
Counselor at Law
Juris Doctor
1,867 satisfied customers
My mother has put my name on investments (I believe "in trust
My mother has put my name on investments (I believe "in trust for") so that when she passes away I will have it willed to me. I am concerned that if a judgment creditor where to find her investments i… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
OK. since I contacted you.. My husband was diagnosed with stage
OK. since I contacted you.. My husband was diagnosed with stage 4 lung cancer in Jan. He passed away in March. Before his death, he signed over all his financial assets to our son with a POD order....… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
26,988 satisfied customers
That really didnt answer my main question. Is the Attorney
That really didn't answer my main question. Is the Attorney for the estate acting in the best interest for their Client (the estate), who will be paying their fee- by giving advice to the Personal Rep… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
11-5-2011 My mothers accountant supposedly set up her accounts
11-5-2011 My mother's accountant supposedly set up her accounts as "pay on death" to have all funds (bank accounts, money market accounts, and stocks, pass directly to my sister. Have I any recourse? … read more
Roger
Roger
Litigation Attorney
Doctoral Degree
26,988 satisfied customers
My mother passed away on March 5, 2011. She had cancer for
My mother passed away on March 5, 2011. She had cancer for 10+ years and had plenty of time to get her affairs in order. One investment firm (which has gone through 2 changes in name/ownership) has in… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My mother had established a trust in NM which assigned herself,
My mother had established a trust in NM which assigned herself, me and my brother as trustees. In the trust she placed her house. The deed had all three of us on it. Sometime after she established the… read more
socrateaser
socrateaser
35,656 satisfied customers
My mother was awarded half of my step fathers pension and 401K
My mother was awarded half of my step fathers pension and 401K through their divorce. The divorce was finalized in 2006. The QDRO papers were drawn in March of 2008, my passed away in Sept of 2008, an… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
I am executor of my moms will. She has investments POD( pay
I am executor of my mom's will. She has investments POD( pay on death?). in my deceased brother's daughters name. Before some of these where in my name, and I was completely unaware that any changes h… read more
Legal Eagle
Legal Eagle
Attorney
Doctoral Degree
538 satisfied customers
My cousin just passed away. He was married. He had a checking
My cousin just passed away. He was married. He had a checking account that he had my mother as death beneficiary. It was not a joint account.Is the money in the account now my mother's or does it go t… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My mother passed away in January. She left some money in her
My mother passed away in January. She left some money in her account that she willed to her grandchildren. I am the executor, how do I get the money out to the four kids ?… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
mother passed away leaving her son benefishery to a nice amount
mother passed away leaving her son benefishery to a nice amount in some c d at their credit union . papers say (PAYABLE ON DEATH (POD) DESIGNATION ) Would the money in that acct, be considerd his or p… read more
Family Law Answers
Family Law Answers
Juris Doctorate
1,261 satisfied customers
My Dad, living in Iowa, recently passed away. Before he ...
My Dad, living in Iowa, recently passed away. Before he died he set up his bank accounts in a Totten Trust (POD). Now that the estate is in probate my sister and I are being told that the trust must b… read more
VanDLaw
VanDLaw
Attorney
Juris Doctor
828 satisfied customers

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Texas lawyer for 30 years in Estate law

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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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