Estate Law

Estate law questions? Ask an estate lawyer.

Ask a Lawyer,
Get an Answer ASAP!

This answer was rated:

I received a revocable trust notice after my mothers death…

I received a revocable...

I received a revocable trust notice after my mothers death that states there is no interest in this trust for me. This is from the trust company she hired. I don't know what that means

Lawyer's Assistant: Estate laws vary by state. What state are you in?

She lived in Indiana i live in south carolina

Lawyer's Assistant: What documents or supporting evidence do you have?

The documents from the national bank of Indianapolis in trust legal tax and estate

Lawyer's Assistant: Anything else you want the lawyer to know before I connect you?

I was told that i was part of the trust now this trust company tells me there is no provisions for me in the trust?

Show More
Show Less
Ask Your Own Estate Law Question
Answered in 3 minutes by:
3/9/2018
Ely
Ely, Counselor at Law
Category: Estate Law
Satisfied Customers: 103,582
Experience: Fully licensed attorney in Texas in private practice.
Verified

Hello and welcome to JustAnswer. Please note: This is general information for educational purposes only and is not legal advice. There is no specific course of action is proposed and no attorney-client relationship or privilege formed within this conversation. (You may also be offered a phone call, but those don’t come from me and are offered by the website and you are under no obligation to accept.)

I am sorry to hear about this situation. Consider asking the trustee to see the trust instrument, which is the document which controls the trust. "No interest" or "no provisions" means that you are not allotted anything in the trust. Whatever was promised to you verbally is not binding; it is the trust instrument which counts.

Please note: If I tell you simply what you wish to hear, this would be unfair to you. I need to be honest with you and sometimes this means providing information that is not optimal. Negative ratings are reserved rudeness or wrong information. Please be kind!

"I STRIVE FOR FIVE!" My goal is to answer your question to your satisfaction. Please rate with five stars (★★★★★) and click SEND. It does not cost anything extra to rate. You may need to scroll left/right/up/down to see these stars. Rating my answer the bottom two stars or failing to submit the rating reflects poorly on me, even if my answer is correct. If you are not satisfied for whatever reason, or, have follow up questions, please simply reply with SEND before or after rating and let's continue to chat until you are satisfied. This is what I am here for.

Ask Your Own Estate Law Question
Customer reply replied 4 months ago
I just wanted to know what it means. I hold no ill will toward anyone just want answers. I have called the trust company to find out why they bothered to send me the notice if there were no provisions for me. She said it is the law or more like a slap in the face.

I am afraid this is actually pretty common; relatives will say that you are provided for in the trust, but really you are not.

Kind Reminder: Please, use SEND button to keep chatting, or please rate positively and click SEND to submit your rating once satisfied. You may always ask follow ups at no charge before or after rating. "I STRIVE FOR FIVE!"

Ask Your Own Estate Law Question
Customer reply replied 4 months ago
I don't have that kind of money to spend $60 dollars on a phone call. If you need to ask me questions about the paperwork i can tell you what it say

. (You may also be offered a phone call, but those don’t come from me and are offered by the website and you are under no obligation to accept.) No, I do not need to ask any more questions.

My last reply was:

I am afraid this is actually pretty common; relatives will say that you are provided for in the trust, but really you are not.

Kind Reminder: Please, use SEND button to keep chatting, or please rate positively and click SEND to submit your rating once satisfied. You may always ask follow ups at no charge before or after rating. "I STRIVE FOR FIVE!"
Ask Your Own Estate Law Question
Customer reply replied 4 months ago
There is a section that says, pursuant to Indiana code 30-4-6-14(a) a person must commence a judicial proceeding to contest the validity of a trust that was revocable at the settlor's death within the earlier of (a) three 3 years after the settlor's death or (b) ninety days after receiving from the trustee this certification of trust and notice. can you explain that please?
Customer reply replied 4 months ago
Are you still there or only one question for $5?

That means that someone who contests the trust must file a lawsuit by:

-3 years after their passing, or

-90 days after receiving notice of the trust.

WHICHEVER IS EARLIEST.

Kind Reminder: Please, use SEND button to keep chatting, or please rate positively and click SEND to submit your rating once satisfied. You may always ask follow ups at no charge before or after rating. "I STRIVE FOR FIVE!"

Ask Your Own Estate Law Question
Customer reply replied 4 months ago
it i wanted to i can contest this trust?

Yes, indeed - within the time-frame allotted.

Kind Reminder: Please, use SEND button to keep chatting, or please rate positively and click SEND to submit your rating once satisfied. You may always ask follow ups at no charge before or after rating. "I STRIVE FOR FIVE!"

Ely
Ely, Counselor at Law
Category: Estate Law
Satisfied Customers: 103,582
Experience: Fully licensed attorney in Texas in private practice.
Verified
Ely and 87 other Estate Law Specialists are ready to help you
Ask your own question now
Customer reply replied 4 months ago
Thank you for your help. I appreciate you. Deborah

You are very welcome. Good luck, and please don't forget to RATE my answer with five stars and then click SEND to submit that rating – it is the only way I get credit for my time with you – or, please use the SEND button to keep on chatting. "I strive for FIVE!"

Ask Your Own Estate Law Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with an estate lawyerLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Ely Your Own Question
Ely
Ely
Ely, Counselor at Law
Category: Estate Law
Satisfied Customers: 103,582
103,582 Satisfied Customers
Experience: Fully licensed attorney in Texas in private practice.

Ely 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

5,841 satisfied customers

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

RayAnswers

RayAnswers

Attorney

5,579 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

Attorney

5,133 satisfied customers

Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

103,582 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,514 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,209 satisfied customers

12+ yrs. of experience including estate law.

< Previous | Next >

Related Estate Law Questions
Myself and my son (who is a minor) have been named as
Hello. Myself and my son (who is a minor) have been named as beneficiaries in my aunt's life insurance in North Carolina. We currently reside in South Carolina. My questions is what are my responsibil… read more
Jessica B
Jessica B
Juris Doctor
1,511 satisfied customers
My mom has a Tahoe vacation home wherein the land was
My mom has a Tahoe vacation home wherein the land was purchased using a 1031 exchange (home built on this land within 2years of purchase) for property my parents owned on the central California coast … read more
DamienJD
DamienJD
Attorney
Doctoral Degree
5,039 satisfied customers
My mother had a will and revocable trust made. She did not
My mother had a will and revocable trust made. She did not have money but she has a house and land with a mortgage attached. Her revocable trust has her daughter as the trustee and settlor. She did no… read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
My mother placed her house into a trust in the state of California aft
My mother placed her house into a trust in the state of California after my father died and listed me as the concurrent Trustee. My three sisters and I are the beneficiaries of the trust. She refinanc… read more
TaxAttorneytoHelp
TaxAttorneytoHelp
Owner
Doctoral Degree
2,542 satisfied customers
My mother in laws house and estate were put into a trust around
My mother in laws house and estate were put into a trust around 20 years ago, she recently died and the house was sold for $305000 this was split 3 ways between her sons. Does my husband have to pay a… read more
TaxAttorneytoHelp
TaxAttorneytoHelp
Owner
Doctoral Degree
2,542 satisfied customers
I have just met with a lawyer to set up a revocable trust in
I have just met with a lawyer to set up a revocable trust in NC and my lawyer sent me a letter detailing the agreement and asking for half the fee now and half at signing. My estate is approximately 1… read more
LegalGems
LegalGems
Juris Doctorate
12,519 satisfied customers
My husband is 20% owner in a family land trust. We have been
My husband is 20% owner in a family land trust. We have been married 27 years. He inherited the land 17 years ago. The land is in Illiniois, We live in Indiana. We set up a revocable trust for our per… read more
dkennedy
dkennedy
Attorney
Juris Doctorate
27 satisfied customers
Its Tom in Michigan again... Are you familiar with a QTIP election
Its Tom in Michigan again... Are you familiar with a QTIP election and inheritance tax Indiana?… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
If a trust is held by husband and wife, jointly and severally,(both are trustees and trust
If a trust is held by husband and wife, jointly and severally,(both are trustees and trustmakers) and one passes away, would you consider that one spouse "inherits" the other spouses share of the trus… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
My father died last year and left what my financial planner,
My father died last year and left what my financial planner, and attorney called a "pour over" will. According to the people who understand it, my father's estate is/was supposed to be put into his Re… read more
Brent Blanchard
Brent Blanchard
Solo Practitioner
Doctoral Degree
1,964 satisfied customers
Parents have a Colorado Living Trust which upon death of 1st
Parents have a Colorado Living Trust which upon death of 1st spouse is to be split 50/50 (up to tax benefit) into Spouse Trust & Irrevocable Family Trust. Family Trust lists adult children as benefici… read more
David L
David L
Doctoral Degree
1,604 satisfied customers
My Grandparents drew up a revocable living family trust, in
My Grandparents drew up a revocable living family trust, in California, in 2006, just before my Grandfather passed away. My grandmother never kept the trust updated or kept records of anything and not… read more
N Cal Atty
N Cal Atty
Doctoral Degree
59 satisfied customers
My father just passed away. He suffered from severe dimentia
My father just passed away. He suffered from severe dimentia for the entire last year of his life. The only thing he shared with me as to his estate was that I would have some sort of rights to his pr… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My mother put her house in an irrevocable trust in 1998 and
My mother put her house in an irrevocable trust in 1998 and deeded her house to the trust. She was the grantor, and she also named herself trustee. Upon her death, I was named the alternate trustee. T… read more
lwpat
lwpat
Doctoral Degree
256 satisfied customers
I am the executor of my deceased fathers Revocable Living Trust
I am the executor of my deceased fathers Revocable Living Trust and his Will. He died in 2006 and I helped my stepmother with the burial, notice inpaper,bill paying, notified all the insurance compani… read more
lwpat
lwpat
Doctoral Degree
256 satisfied customers
Hello, I am executor and sole heir to my mothers estate which
Hello, I am executor and sole heir to my mothers estate which consists solely of bank CD's about half of which were put into a revocable trust by her. Her final expenses are very low and will be able … read more
lwpat
lwpat
Doctoral Degree
256 satisfied customers
My small sum inheritance came from my grandpas living trust.
My small sum inheritance came from my grandpa's living trust. He lived in Pa, I live in SC. Am I suppose to claim the inheritance on my taxes, and if so, how do I do it?… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
26,935 satisfied customers
I inherited $9700.00 as my part of an annuity my mother had
I inherited $9700.00 as my part of an annuity my mother had when she died (two brothers also got same amount) do I need to pay taxes on this? Federal? State, I live in Arizona, and mother lived in Ind… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
26,935 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