Estate Law

Estate Law Questions? Ask an Estate Lawyer.

Ask a Lawyer,
Get an Answer ASAP!

Estate Law

I am the beneficiary on company stocks my life partner owned

Customer Question
prior to her death....
I am the beneficiary on company stocks my life partner owned prior to her death. The paperwork I rec'd from Computershare to initiate transfer of the stocks to me requires the executor of the estate to sign in several places and have their signature medallion guaranteed. There is no will so there's no executor. What do I do to comply with the executor signature requirement?
Submitted: 1 year ago.Category: Estate Law
Show More
Show Less
Ask Your Own Estate Law Question
Answered in 2 minutes by:
7/25/2016
Estate Lawyer: Barrister, Attorney replied 1 year ago
Barrister
Barrister, Attorney
Category: Estate Law
Satisfied Customers: 38,692
Experience: 17 yrs estate law, real estate. Wills/Trusts/Probate
Verified

Hello and welcome! My name is ***** ***** I am a licensed attorney who will try my very best to help with your situation or get you to someone who can. There may be a slight delay in my responses as I research statutes or ordinances and type out an answer or reply,but rest assured, I am working on your question.

.

Did your partner have any other assets that were in their name solely that would need to go through probate?

.

Has anyone filed a probate case to settle their estate?

.

.

thanks

Barrister

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
She passed on June 9, 2016. I don't know anything about probate. She owned a house and car.
Estate Lawyer: Barrister, Attorney replied 1 year ago

Ok, if she owned assets that were in her name, then when she passed, they would go into her probate estate. What that means is that her estate now owns them and someone would have to file a formal probate case with the local probate court to settle her estate. If she had no will, then the person would apply to be "Administrator" of the estate, which is the same thing as an executor, just that there is no will. That Adminsitrator is who would have to sign off on anything from the company on behalf of the estate.

.

But they are only appointed by a probate court judge after filing a petition to be formally appointed to settle the estate.

.

With all that said, if no other family member is going to take any action with regard to her estate, that may mean that you will have to file the petition to be appointed Administrator so you can settle her estate and take whatever action the company needs so you can receive the stocks.

.

.

thanks

Barrister

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
I'm certain her mother filed the petition to be administrator. She moved in, unannounced and took over. After she donated everything in the house and somehow got rid of the car, she had an attorney meet her at the house. I bet that resulted in her applying to be administrator. She detests me. The chances of getting her to sign the documents are zero. What should I do next? Send her the paperwork in a certified mail and ask for the signaturesJ?
Estate Lawyer: Barrister, Attorney replied 1 year ago

Ok, that makes sense because otherwise she wouldn't have been able to do anything with the car or house..

.

What is it exactly that the executor/Administrator needs to sign off on?

.

The reason I am asking is that generally if someone makes another person the beneficiary of investments, that person would just need to submit a death certificate and fill out whatever claims form the company required. Having the executor sign off isn't something that is normally required because the executor only has power over estate assets. So if the stocks were left to you in some type of beneficiary designation, then the executor wouldn't have anything to do with it..

.

.

thanks

Barrister

Ask Your Own Estate Law Question
Customer reply replied 1 year ago
If my life partner's mother met with the attorney on June 14, is reasonable to believe that she has been made administrator yet? Should I wait to send the request for signature? And how long should I wait?
Estate Lawyer: Barrister, Attorney replied 1 year ago

A little over a month... that is enough time to file a petition, get it heard, and then be appointed Administrator. So yes, she likely has been appointed.

,

But all you need to do is call the local probate court and ask if a case has been opened in your partner's name... They are public records so anyone can get that information..

.

If she has, then you send the form to her certified mail requesting her to sign off wherever it is necessary. If partner left the assets to you, then mother can't get them and really doesn't have any reason to refuse unless she is just a jerk. If so, then you would have to file a petition with the probate court judge who is handling the case to have him order her to sign as part of her job of settling the estate.

.

.

thanks

Barrister

Ask Your Own Estate Law Question
Ask Barrister Your Own Question
Barrister
Barrister
Barrister, Attorney
Category: Estate Law
Satisfied Customers: 38,692
38,692 Satisfied Customers
Experience: 17 yrs estate law, real estate. Wills/Trusts/Probate

Barrister is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

My husband has been driving me insane with questions regarding estate issues since his mother died. I'm not a lawyer! Thanks to JustAnswer, I was able to calm his concerns.

Loretta TIllinois

Thanks Adam!! - A very direct and understandable response - you have been a great help!

Happy CustomerEllicott City, MD

Mr. Kaplun clearly had an exceptional understanding of the issue and was able to explain it concisely. I would recommend JustAnswer to anyone. Great service that lives up to its promises!

Gary B.Edmond, OK

My Expert was fast and seemed to have the answer to my taser question at the tips of her fingers. Communication was excellent. I left feeling confident in her answer.

EricRedwood City, CA

I am very pleased with JustAnswer as a place to go for divorce or criminal law knowledge and insight.

MichaelWichita, KS

PaulMJD helped me with questions I had regarding an urgent legal matter. His answers were excellent.

Three H.Houston, TX

Anne was extremely helpful. Her information put me in the right direction for action that kept me legal, possible saving me a ton of money in the future. Thank you again, Anne!!

ElaineAtlanta, GA

< Previous | Next >

Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

38,692 satisfied customers

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

RayAnswers

RayAnswers

Attorney

5,061 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

Attorney

5,015 satisfied customers

Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

1,839 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,451 satisfied customers

Experienced in multiple areas of the law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,162 satisfied customers

Licensed Texas General Practice Attorney

< Previous | Next >

Related Estate Law Questions
Do all assets of a estate freeze once probate has begun?
Do all assets of a estate freeze once probate has begun?What happens when a creditor and debtor can not settle a debt in probate? Does a judge ultimately decide?… read more
Barrister
Barrister
Attorney
38,692 satisfied customers
I am an heir in an estate that is being probated in the
I am an heir in an estate that is being probated in the state of Oregon under the laws of intestate. The personal representative is now saying she wants to close out the estate and make the distributi… read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
416 satisfied customers
My mothers estate is in probate court, due for a final
hello pearl, my mothers estate is in probate court, due for a final motion to end, i believe my brother and sisters are trying to eliminate me from her assets. I have been homeless for about 2 years, … read more
Barrister
Barrister
Attorney
38,692 satisfied customers
For a probate estate in Pennsylvania in which (1) there is a
For a probate estate in Pennsylvania in which (1) there is a will and (2) the executor is the sole heir with authority to sell the property, does the executor need to petition the Court for approval t… read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
416 satisfied customers
I need an Oregon Estate/Probate to clarify if there is any
I need an Oregon Estate/Probate to clarify if there is any difference when it comes to compelling the Trustee to pay beneficiaries according to the instructions in the trust. I have already had the ve… read more
LegalGems
LegalGems
Juris Doctorate
10,176 satisfied customers
Dealing with initiating a probate case for my fathers estate
dealing with initiating a probate case for my fathers estate valued at less than 70,000 … read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,061 satisfied customers
I need advice regarding probate / estate law in NYs, I said
Hi..... I need advice regarding probate / estate law in NYs … read more
Roy Hadavi
Roy Hadavi
Attorney
Juris Doctorate
886 satisfied customers
Second opinion] Family estate; not probated: Parents- Father
Second opinion] Family estate; not probated: Parents- Father & Mother is dead; oldest son dies after parents; all siblings has died; some siblings has children; oldest son wife dies after him, they ha… read more
Barrister
Barrister
Attorney
38,692 satisfied customers
Family estate; not probated: Parents- Father & Mother is
Family estate; not probated: Parents- Father & Mother is dead; oldest son dies after parents; all siblings has died; some siblings has children; oldest son wife dies after him, they have no offsprings… read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
416 satisfied customers
I have a question concerning wills and estate probate. I am
Good afternoon - I have a question concerning wills and estate probate. I am the oldest son with sister and brother. We all live in Florida but different cities and are not close (don't communicate). … read more
Ely
Ely
Counselor at Law
Juris Doctor
1,839 satisfied customers
Can the administrator of an estate in probate borrow against
Can the administrator of an estate in probate borrow against the equity of the house (part of the estate) to pay off creditors?… read more
Alex Esquire
Alex Esquire
Managing Attorney
Doctoral Degree
153 satisfied customers
Are you familiar estate probate laws in Georgia? Oh okay. I
Oh okay. I need a Georgia lawyer experienced in estate probate. I will call one tomorrow. Thank you! … read more
Michael Bradley
Michael Bradley
JD
1,131 satisfied customers
I am a beneficiary of an estate that is being probated In
I am a beneficiary of an estate that is being probated In Oregon under laws for intestate. One of the assets the decedent owned and operated was a small business. The business was not compliant and fi… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,061 satisfied customers
I am a beneficiary of an estate that is being probated In
I am a beneficiary of an estate that is being probated In Oregon under laws for intestate. I want to find out what my remedies are to remove, sanction or obtain added court oversight for the personal … read more
LegalGems
LegalGems
Juris Doctorate
10,176 satisfied customers
PROBATE REAL ESTATE OPTIONS TO SHOW CAUSE FOR DISTRIBUTION
PROBATE REAL ESTATE OPTIONS TO SHOW CAUSE FOR DISTRIBUTIONREQUEST 1. What are the options for managing the acquisition of heir property unencumbered while foreclosure procedures are in place by OCWEN,… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,051 satisfied customers
I need to probate a will in TX. The estate is only about
I need to probate a will in TX. The estate is only about 2500.00 and the funeral expenses are about that. I am the listed as executor and on a the bank account. The bank says I need a minument of titl… read more
Ely
Ely
Counselor at Law
Juris Doctor
1,839 satisfied customers
PROBATE -REAL ESTATE CURE TO RESPOND TO... PROBATE -REAL
PROBATE -REAL ESTATE CURE TO RESPOND TO... PROBATE -REAL ESTATE CURE TO RESPOND TO ORDER TO SHOW CAUSE ISSUE: Show Cause Hearing Action Plan Needed given circumstances noted below.REQUESTS 1. Should I… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,051 satisfied customers
I was wondering if there was a probate/Estate attorney in
Hello there! I was wondering if there was a probate/Estate attorney in Tampa that you could recommend to me? My sister and I met with one and he was horrible. He made us feel like we were monsters and… read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
416 satisfied customers

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).

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).

Show MoreShow Less

Ask Your Question

x