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I don't know if you can answer this? My mother died 1/9/18…

I don't know if...

I don't know if you can answer this ? My mother died 1/9/18 and she had no money. I have a joint Account with her at a credit union 200 miles away. Her Term Life Ins refunded $8.62 check and the nursing home sent a payment of 167.00 for her glasses they lost. Both checks say pay to the order of "My mother's name" % of my name.

Lawyer's Assistant: What state is this in? And when did the issue begin?

Michigan

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

Like financial POA?

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

She also has an $82.oo Representative payee account at the same credit union which I was told has to go through probate to get. Not sure it is worth it? So what do i do with the account?

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Answered in 2 minutes by:
3/16/2018
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 39,341
Experience: 30 years experience in the practice of estate law.
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Thank you for using JA. I am Loren, a licensed attorney for over 30 yrs., and I am here to help.

I am a certified expert on JustAnswer since 2009, with nearly 100% in satisfied customer ratings. So, we should be able to work through your problem.

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Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 39,341
Experience: 30 years experience in the practice of estate law.
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Step 1 – At the top of the form, write in the full name of the person who died.

Step 2 – In Section 1, write in your status as the person filling out the form.

Step 3 – In Section 2, fill in the address of the person who died at that time of their death. This would be their residential address, not a hospital address, if they died at a hospital.

Step 4 – Write in what property you are entitled to.

Step 5 – Write in the names, addresses, relationships to decedent and share of decedent;s property each heir is entitled to.

Step 6 – Sign and date in front of a notary and make sure to attach a certified death certificate to the document.

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Customer reply replied 5 months ago
I need help to compete your #4 above What do I specifically need to list for property? The checks & amounts? How do I get the $ in the Rep Payee Acount ?

Yes, write the checks and the amounts.

You can estimate the check from the Rep Payee Account or state it as TBD, but not to exceed an estimated amount.

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Customer reply replied 5 months ago
How do I sign the chec? Do I include her name?

Yes, your name for the estate of (your mother's name).

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