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My Dad had over a million dollars invested in Merrill lynch,
Ok,my Dad had over a million dollars invested in Merrill lynch, he died and it went to my mom she has scene past on couple years ago.my older brother had been in charge of assets of money and the Merr… read more
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If I am the beneficiary of my mothers savings account and
If I am the beneficiary of my mothers savings account and her house y touch her savings account or the house … read more
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My son is age 27. His father is the listed trustee on his
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I am the executor of my wife's estate. Her will directs that
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In Colorado: 1. Does the successor trustee of a Family
In Colorado: 1. Does the successor trustee of a Family Trust (who is also a beneficiary of the Family Trust) have a right to all the records and amendments made to the Family Trust by the prior truste… read more
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Thanks for your answer.. I want to add some info for you
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My mother, 87yrs old, resides in Reno, NV with me. She has
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I have durable power of attorney for my father, and also am
I have durable power of attorney for my father, and also am the executor of his estate. My father is 86 years old and living in an assisted-living residence in Washington state. He is in the early sta… read more
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My mother has a fairly large portfolio with Merrill Lynch and
My mother has a fairly large portfolio with Merrill Lynch and had filled out a living trust will several years ago. She is a widow with only one child. She now wants to fill out a "simple" will and ge… read more
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My ex-husband left me on his IRA as the sole beneficiary. He
My ex-husband left me on his IRA as the sole beneficiary. He died in 2008. The IRA was held by Merrill Lynch. They have refused to pay me the proceeds of the IRA. My ex-husband was a resident of Hawai… read more
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My father died suddenly on April 30th, 2010 without a will
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The father (ex-husband) of my children passed away without
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My name is jeff and i need a wavier-consent form signed by
My name is XXXXX XXXXX i need a wavier-consent form signed by my son giving his permission for meto recieve 100% of his mom's (my wife) assets of a merrill lynch account. I've looked in the library an… read more
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Been in litigation with my step mom over my dads will. I would
Been in litigation with my step mom over my dad's will. I would really like to understand a few issues prior to meeting with my attorney. I would really appreciate anything clarification/direction tha… read more
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I was named the personal rep in a will of a small estate under
I was named the personal rep in a will of a small estate under Idaho code. Per Idaho code, no court paperwork needs to be filed. In the process of working with a broker to pay out retirement funds I o… read more
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RayAnswers

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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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