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Living in New Orleans, Louisiana. My wife passed away in
Living in New Orleans, Louisiana.My wife passed away in March 2018. She has a 401-K with a major national bank, and an IRA with Scottrade (now Ameritrade). Both funds are approx. $25K. I am listed as … read more
DamienJD
DamienJD
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Doctoral Degree
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This is in regard to a deceased person's estate in NY. The
This is in regard to a deceased person's estate in NY. The deceased had several accounts held in a living trust. Her only child (a daughter) was her sole beneficiary, and was the executor of the estat… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
We are being asked to sign a Receipt on Distribution form
We are being asked to sign a Receipt on Distribution form that acknowledges receipt of money deposited into a trust fund for our children. However, because of the way the trust was written, we are com… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
My mother's name is ***** ***** my uncle's certificate of
My mother's name is ***** ***** my uncle's certificate of deposit. She passed away in April, and then he passed away of May 2015 There names were on a Certificate of Deposit for PNC bank. My uncle's d… read more
Christopher B, Esq.
Christopher B, Esq.
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3,390 satisfied customers
My mother was a resident of Ohio for the last 8 years and died
My mother was a resident of Ohio for the last 8 years and died in this state on March 24, 2014. A trust was established in the state of New York naming me as the trustee where several accounts were es… read more
LegalGems
LegalGems
Juris Doctorate
14,525 satisfied customers
My mom passed away and left a living trust. She has 2 Bank
My mom passed away and left a living trust. She has 2 Bank accounts. A CD account to be transferred to the trust account, and a money market account were ALL 6 siblings are beneficiary. The oldest sis… read more
Richard
Richard
Owner
Doctoral Degree
51,091 satisfied customers
My mother (resident of north carolina) died and had money in
My mother (resident of north carolina) died and had money in a certificate of deposit. I was her power of attorney and followed her wishes. She passed away in December 2013. Now the bank refuses to re… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
5,629 satisfied customers
My Grandmother passed 8/12/12. She lived in PA., was on Medicaid,
My Grandmother passed 8/12/12. She lived in PA., was on Medicaid, funds in checking at death were under $2,000. No estate account opened. Life Insurance payable to Funeral home PLUS Pre-arranged burri… read more
Attyadvisor
Attyadvisor
Doctoral Degree
9,571 satisfied customers
My brother just passed away and with no power of attorney my
My brother just passed away and with no power of attorney my sisiter and I are wondering how to handle everything. Both our parents are gone, so it's just the two of us and there is no rivalry between… read more
Infolawyer
Infolawyer
Attorney
Doctoral Degree
5,145 satisfied customers
Trust established 2003. Trust assets listed and all accounts
Trust established 2003. Trust assets listed and all accounts notified by letter. One credit union did not transfer three accounts per request (have copy of Financial Account Transfer to them). I am Su… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
My mother just passed away. She had two trusts. One drawn
My mother just passed away. She had two trusts. One drawn in 1994 in which she recorded a deed of trust in the name of that trust. She named successor trustees and her will stated the portionate share… read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
My grandmother died and I am the beneficiary of her estate
My grandmother died and I am the beneficiary of her estate according to her revocable trust , but when I contact some of her annuity companies they are requesting more information. I am her only livin… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
Family member died and I was appointed the Trustee & Executor
Family member died and I was appointed the Trustee & Executor of the Trust and Will by the deceased family member. This family member had purchased a CD at the bank. The family member died on the same… read more
Loren
Loren
36,804 satisfied customers
My father, a US citizen living in Brazil, died in January.
My father, a US citizen living in Brazil, died in January. I have a signed copy of his "Revocable Trust" naming my sister and I personal representatives but my sister died six years ago. I am his only… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,908 satisfied customers
My son passed away in December 2009. He lived in New Mexico.
My son passed away in December 2009. He lived in New Mexico. He had a live-in girlfriend. No children. He owned a pickup truck in his name only on which he still owes money. The girlfriend will not re… read more
Dave Kennett
Dave Kennett
Doctoral Degree
25,741 satisfied customers
My brother died and left a will with a friend as executrix.
My brother died and left a will with a friend as executrix. What does she have to do to activate the will to pay expenses and the amount left to the beneficiary?… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My mother had a trust with herself as the beneficiary. When
My mother had a trust with herself as the beneficiary. When I closed the trust, they made out the check to her trust (her name with 'trust' at the end). The bank won't cash the check because my name i… read more
Ellen
Ellen
Attorney
Doctoral Degree
21,737 satisfied customers
I am named as beneficiary on my grandmothers checking ...
I am named as beneficiary on my grandmothers checking and savings accts. These accts are not mentioned in the living trust. Can I simply show the bank a death certificate and personal ID and claim the… read more
Roger
Roger
Litigation Attorney
Doctoral Degree
27,086 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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5,908 satisfied customers

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

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

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Experienced in multiple areas of the law.

P. Simmons

P. Simmons

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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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