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I am successor trustee and beneficiary on bank account in
Second opinion] i am successor trustee and beneficiary on bank account in trust. how cand when can I claim money … read more
Barrister
Barrister
Attorney
Doctoral Degree
47,981 satisfied customers
I had a checking account with my brother and he passed away
I had a checking account with my brother and he passed away 4 years ago. The account has been inactive since then but I wanted to use it now and the bank states that I need an attorney amendment. I di… read more
Loren
Loren
39,575 satisfied customers
My recently deceased mother and I held a Wells Fargo joint
My recently deceased mother and I held a Wells Fargo joint savings account for almost 6 years. I now hold the funds solely in my name through joint survivorship rights. My 2006 deceased father had a t… read more
Loren
Loren
39,575 satisfied customers
I am the successor trustee of a Money market account of my
I am the successor trustee of a Money market account of my mother's at Wells Fargo bank. My sister is the name beneficiary. I have filed the tax ID I obtained with them and requested that funds be tra… read more
DamienJD
DamienJD
Attorney
Doctoral Degree
8,807 satisfied customers
My brother-in-law has taken over my parents trust fund as
My brother-in-law has taken over my parents trust fund as the trustee, saying that my mother (who is suffering from dementia) has turned over that responsibility to him. My father passed away two year… read more
Barrister
Barrister
Attorney
Doctoral Degree
47,981 satisfied customers
A Self settled Special Needs Trust was drafted SSI awardee
A Self settled Special Needs Trust was drafted for my SSI awardee disabled wife in 09/2014 with a sole deposit of $3500.00 in trust bank account and no funding is expected in near future, NO other ass… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
6,156 satisfied customers
I have a friend who had a Trust drawn up a couple of years
I have a friend who had a Trust drawn up a couple of years ago. He initially appointed his brother as Personal Representative and Springing Financial Durable Power of Attorney, but his brother did not… read more
Barrister
Barrister
Attorney
Doctoral Degree
47,981 satisfied customers
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
LegalGems
LegalGems
Juris Doctorate
17,480 satisfied customers
When my parent is unable to manage own affairs question...I
When my parent is unable to manage own affairs question...I met with an estate attorney to discuss the process and next steps. He suggested, the easiest way is to have my parent resign from being trus… read more
Barrister
Barrister
Attorney
Doctoral Degree
47,981 satisfied customers
my brother and I are the successor trustees for our mom's bank
my brother and I are the successor trustees for our mom's bank accounts, including certificates of deposits. We are also her beneficiaries of the house and furnishings. only my brother and I are named… read more
LegalGems
LegalGems
Juris Doctorate
17,480 satisfied customers
Hello, So, we are trying to sell my mothers condo in florida.
Hello, So, we are trying to sell my mother's condo in florida. The property is in an trust account with my mother as trustee. Since she is incapacitated (we had two doctors write letters declaring her… read more
Barrister
Barrister
Attorney
Doctoral Degree
47,981 satisfied customers
There was a trust set up from my mothers estate. My uncle
There was a trust set up from my mothers estate. My uncle was the trustee and he recently passed away. my aunt can not fine the trust document and does not remember the attorneys name. I have a statem… read more
Barrister
Barrister
Attorney
Doctoral Degree
47,981 satisfied customers
Parents made Trust with one son and themselves as trustees.
Parents made Trust with one son and themselves as trustees. the parents die and in the trust there is provisions for remaining trustees to replace the parent that died from a list of potential trustee… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My father recently passed away leaving his all his assests
My father recently passed away leaving his all his assests to my mother in a Trust that was written one year before he died because they couldn't find the old Trust. After his death I found the old Tr… read more
Phillips Esq.
Phillips Esq.
Attorney
JD
22,946 satisfied customers
A Colorado mother with a revocable living trust passed away
A Colorado mother with a revocable living trust passed away in November of 2007. Her son, successor trustee, passed away in March of 2008 after occupying her home but doing nothing to administer the R… read more
Daniel P.
Daniel P.
Managing Attorney
Juris Doctor
2,741 satisfied customers
I am doing my Grandpas estate. I am the successor trustee
I am doing my Grandpa's estate. I am the successor trustee on his trust. The only thing left to distribute is his house. It needs to be sold and the proceeds distributed to his trust's beneficiaries. … read more
Law Educator, Esq.
Law Educator, Esq.
131,764 satisfied customers
For Paul MJD Hi Paul, From start to finish here is the
"For Paul MJD" Hi Paul, From start to finish here is the insurance trust and the spin off.Give me your best shot1987 irrevocable trust agreement history 1.After the sale of the company I determined my… read more
Law Educator, Esq.
Law Educator, Esq.
131,764 satisfied customers
HelloCustomer I will be going to the next hearing on my
HelloCustomer I will be going to the next hearing on my father's trust on July 31st, and you mentioned that I would need to show that I had made diligent efforts to appoint a successor trustee if I wa… read more
socrateaser
socrateaser
36,151 satisfied customers

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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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