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Joint account with deceased parent but money intended to be…

Customer Question
Joint account with deceased...

Joint account with deceased parent but money intended to be distributed equally among siblings. Can I transfer this money to the estate account

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

Ny

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

None, just verbal

Submitted: 5 months ago.Category: Estate Law
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Answered in 31 minutes by:
3/18/2018
Estate Lawyer: Loren, Attorney replied 5 months ago
Loren
Loren, Attorney
Category: Estate Law
Satisfied Customers: 39,280
Experience: 30 years experience in the practice of estate law.
Verified

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.

I appreciate your patience as I review your question. I will post my response shortly.

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The site may ask you if you wish to speak by phone for an extra charge. Many find the phone call to be the easiest and fastest way to get the information they need without posting on a public forum. I am also happy to continue online.

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Estate Lawyer: Loren, Attorney replied 5 months ago

My condolences for your loss.

As a general rule, the joint owner of the account will be the sole owner of the account after other joint owners die.

This occurs automatically, outside of probate.

So, the money is yours, as the surviving joint owner, and you can do with it as you please, including distributing all or a portion of it to your siblings, or keeping all of it for yourself. It is your money.

If (and only if) you are completely satisfied that your question is answered professionally and accurately, even if not the answer you were hoping to get, please remember to leave a favorable rating (click 5 stars in the rating section on this page). It is the only way that I am credited by JustAnswer for answering your question.

There is no additional charge to you for rating me favorably.

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Estate Lawyer: Loren, Attorney replied 5 months ago

If you have no further questions please remember to rate my service (5 Stars) so that I am credited by JA for answering your question and also so that I may close the question.

There is no additional charge to you for a 5 star rating of my service.

Thank you for using JA.

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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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