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I and my husband were lived in NC for over ten years. We
I and my husband were lived in NC for over ten years. We moved to the TX state in End of January 2015. My husband died in heartattack suddenly in April, 2015. I am currently still living in TX and the… read more
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My uncle died and left some money (not all monies) in a POD
My uncle died and left some money (not all monies) in a POD to the funeral home director who then cashed them out and gave the money to my father. Is there anything we should be concerned? It's been o… read more
Marsha411JD
Marsha411JD
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My wife passed away in Feb. of 2013. Her father passed away
Hi my wife passed away in Feb. of 2013. Her father passed away in Jan. of 2014. His son, my brother in law is his only surviving heir. After my wife passed my father in law had told me his estate was … read more
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State of CT, New Haven Probate Court----The deceased (my
State of CT, New Haven Probate Court----The deceased (my uncle died in 2011) made a Will authorizing the fiduciary (non family member) to handle the affairs upon my uncles' death. The decease left my … read more
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My mother's name is ***** ***** my uncle's certificate of
My mother's name is ***** ***** my uncle's certificate of deposit. She passed away in April, and then he passed away of May 2015 There names were on a Certificate of Deposit for PNC bank. My uncle's d… read more
Christopher B, Esq.
Christopher B, Esq.
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My question regards ***** ***** My brother was the executor
My question regards ***** ***** My brother was the executor of my grandfathers estate 13 years ago. When the estate was settled, he convinced my father to purchase stock in a privately held company in… read more
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My husbands single uncle who had no children recently passed
My husband's single uncle who had no children recently passed away in Florida. Uncle George is survived by his one sister(Aunt Helen) and also has a deceased sister(Bev, hubby's mother). Aunt Helen fl… read more
Richard
Richard
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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
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My father passed away over 1 year ago. before his passing
My father passed away over 1 year ago. before his passing he made his bank account a POD account with me and my two sisters as beneficiaries. Two weeks after my fathers death, one of my sisters passed… read more
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I had a joint checking account with my father who passed away.
I had a joint checking account with my father who passed away. I just spoke to the bank, and they explained it is a joint account so we both have a right to whatever is in it. My father passed away. M… read more
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Our father, now deceased, has in place a current Will and Living
Our father, now deceased, has in place a current Will and Living Trust established prior to his death. My mother is also deceased and there are three living siblings including myself. My father previo… read more
lwpat
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My father is the executor of my uncles estate. My uncle had
My father is the executor of my uncles estate. My uncle had 2 POD Checking accounts one left to my father that had $190,000 and the other left to his brother of $225,000. My uncle also left 4 properti… read more
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My father passed away in March. We found out we have a stepmother
My father passed away in March. We found out we have a stepmother (he remarried). He left the sum of 4 bank accounts (2 Ira and 2 Checking) to myself and my brother and sister - not via a will (which … read more
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My mother, her brother and her sister all past away in the
My mother, her brother and her sister all past away in the past few years. My aunt past away in May 2007, my mother in July 2008 and My uncle May 2010. My uncle never did an estate probate or transfer… read more
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My father died in Florida in August 2009. No estate tax is
My father died in Florida in August 2009. No estate tax is due, and all of his property except 3 CDs totaling $530,000 has been distributed. One CD is POD to me, one is POD to my brother, and one CD i… read more
Ellen
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My father passed away recently in Cameron, NC. He left two
My father passed away recently in Cameron, NC. He left two Bank CD with my brother, sister and myself as beneficiaries. However, my uncle, my father brother, who has filed to be executor or administra… read more
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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
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Hi, our uncle (my deceased moms brother) is the last living
Hi, our uncle (my deceased mom's brother) is the last living kin of my mom's "nuclear" family. After my mom died, my sister and grandmother went to the bank to put me and my four brothers and sisters … read more
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Meet the Experts:

Thomas McJD

Thomas McJD

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RayAnswers

RayAnswers

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Texas lawyer for 30 years in Estate law

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Infolawyer

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RobertJDFL

RobertJDFL

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P. Simmons

P. Simmons

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12+ yrs. of experience including 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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