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Related Estate Law Questions
I was just informed I was named beneficiary on my friend's
I was just informed I was named beneficiary on my friend's checking, savings and IRA accounts. I am in MN and he passed away a Nov. 7th. Can his estate force me to turn the money over to them for bill… read more
Attyadvisor
Attyadvisor
Doctoral Degree
9,597 satisfied customers
This is a question for probate in California, My sister
My sister passed away and had no children no spouse my mom was the beneficiary on her life insurance my dad was listed on the death certificate. My dad is trying to close her bank account which the value of her personal property is 20, 000.00 or less. Does he have to go to court for this? … read more
Ely
Ely
Counselor at Law
Juris Doctor
1,867 satisfied customers
I am the primary beneficiary on several bank accounts of my
I am the primary beneficiary on several bank accounts of my recently deceased mother. Can my brother who is the contingent beneficiary challenge my claim to these bank accounts.… read more
Attyadvisor
Attyadvisor
Doctoral Degree
9,597 satisfied customers
My father passed away in Texas 5 weeks ago. He left my
My father passed away in Texas 5 weeks ago. He left my sister and I as POD beneficiaries on a bank account. The bank rep has accepted scanned copies of the death certificate and my drivers license. My… read more
J. Warren
J. Warren
Attorney
Doctoral Degree
2,276 satisfied customers
My father died, Feb 9th, 2015 in Troy, Ohio. He has 6
My father died, Feb 9th, 2015 in Troy, Ohio. He has 6 children and his Last Will & Testament written in 2008 leaves everything equally to all 6 of his children. Recently, I discovered that there was a… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 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
Attorney
Doctoral Degree
1,215 satisfied customers
If money is left in a checking/savings account by a deceased
If money is left in a checking/savings account by a deceased person, and the beneficiary is listed as "executor", does the money belong to the executor or to the heirs of the will?… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
Friend had 2 accounts at local bank. ONe was hers personally
Friend had 2 accounts at local bank. ONe was hers personally from life ins proceeds from late husband's death. Other was estate account set up. POD designation was other friend and was mailed into ban… read more
Legalease
Legalease
Attorney At Law
Doctor of Law w/ highest honors
15,719 satisfied customers
Rick and I are sharing a life in Madison, Wisconsin. We are
Rick and I are sharing a life in Madison, Wisconsin. We are not legally married or declared domestic partners. We chose not to marry because marriage enables a lien to be put against my home if he had… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
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
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
My father passed was a PA resident and resided in bucks county
My father passed was a PA resident and resided in bucks county pa at the time of his death. His only tangible property was his clothing and households goods. He had pension plans (one that only paid u… read more
Loren
Loren
Attorney
41,438 satisfied customers
This estate is in the state of Kentucky. Some assets were
This estate is in the state of Kentucky. Some assets were left to great grand children causing the need for an estate return. Do POD accounts need to be listed on the Kentucky return as assets of the … read more
Daniel Solutions
Daniel Solutions
Doctoral Degree
5,212 satisfied customers
My husband left me checking accout with a POD with a large
My husband left me checking accout with a POD with a large amout of money. I am the beneficiary. Also he left a will stating that each child shall have one eighth of cash in his estate and I shall hav… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 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
1,215 satisfied customers
My father had a POD on everything at his bank payable to my
My father had a POD on everything at his bank payable to my brother. We are all fine with that. Just want to know if that means everything in his safe deposit at that bank belongs to my brother (which… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
I am joint owner of several of my fathers accounts which includes
I am joint owner of several of my fathers accounts which includes CD's, Savings. Since my fathers passing last year am I entitled to these accounts, or will I have to share with my sibblings. There ar… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 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
Doctoral Degree
18,491 satisfied customers
If a person has a checking account & money market acct w
If a person has a checking account & money market acct with "paid on death" to one's children, or has them listed as beneficaries for the accounts in a "Living Will", is the "successor trustee" or "Po… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers

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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

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

RayAnswers

RayAnswers

Attorney

5,629 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

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5,145 satisfied customers

Licensed attorney helping individuals and businesses.

Ely

Ely

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1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

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1,522 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,215 satisfied customers

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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