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My stepfather passed away almost 2 years ago and the joint
My stepfather passed away almost 2 years ago and the joint estate transferred to my mother. Everything was set up as "transfer on death." There is a will that was drawn up about 4 or 5 years ago and w… read more
Barrister
Barrister
Attorney
Doctoral Degree
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My father passed away in Oregon without a surviving spouse.
Hi, my father passed away in Oregon without a surviving spouse. His will states that the property and personal items were to go to his children. Only two of us are still alive. we both agree to sellin… read more
Richard
Richard
Owner
Doctoral Degree
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Can you help understand what I need to do liquidate some
Hello,Can you help understand what I need to do liquidate some stocks and IRAs for my parents? I have a notarized durable power of attorney on each of them that includes managing their funds and am ab… read more
Jeffrey Gaffney
Jeffrey Gaffney
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My husband just passed away, he had ALS. He did not have a
My husband just passed away, he had ALS. He did not have a will. How to I proceed to gain access to his 401K, IRA's, and other investments? … read more
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Barrister
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My husband's mother passed away few months ago. She left him
My husband's mother passed away few months ago. She left him a 250 thousand $ life insurance policy. And the TransAmerica IRA 150 thousand. He made a claim for the life insurance only and he was worki… read more
Barrister
Barrister
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My husband just passed away without a will and he was
My husband just passed away without a will and he was receiving payments from his father's IRA that was passed to him in his will. What form do I need to fill out to begin receiving these payments, do… read more
Christopher B, Esq.
Christopher B, Esq.
Attorney
Juris Doctor
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uncle gave away 5 million to chartity he told me i would ira
uncle gave away 5 million to chartity he told me i would ira of 198,000.00 the bank doing probate said i did not get anything but got 10,000. dallor bond aunt told me there was 30 shares of brk.a in a… read more
Law Educator, Esq.
Law Educator, Esq.
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Im not sure of the law category so I am posting this under
I'm not sure of the law category so I am posting this under the general 'Lawyer' heading. For the past 3+ yrs. I have been living with a 90 yr. old who was once my employer & has been a family friend … read more
JB Umphrey
JB Umphrey
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I am the Executor of my late uncles estate. I have established
I am the Executor of my late uncle's estate. I have established an Estate account in his name at his local bank. I am in possession of a number of Series EE Savings Bonds that are made out to he or hi… read more
Barrister
Barrister
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Doctoral Degree
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My father passed away on Dec. 4, 2012 without a will. He was
My father passed away on Dec. 4, 2012 without a will. He was still legally married, but his wife had left him two years prior. Right after dad died, the five of us children divided up some cash that w… read more
Loren
Loren
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My wifes mother passed away in 1989 and left her assets (stocks
My wife's mother passed away in 1989 and left her assets (stocks and bonds) to her husband in trust, with the residual upon her father's death going to her children. Her father passed away this year. … read more
Thomas McJD
Thomas McJD
Attorney
Doctoral Degree
3,170 satisfied customers
My father recently passed away. At the time of his death he
My father recently passed away. At the time of his death he held a traditional IRA valued at over $300,000.00 - mostly in stocks. The IRA is held in a trust. The beificieries of the trust are myself a… read more
lwpat
lwpat
Doctoral Degree
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My father in-law pass away in January this year, we found out
My father in-law pass away in January this year, we found out he had some stock , so I call the stock company, they sent me a claim form , on the form only has my husband name on the Recipient of Proc… read more
Isaac, Esq.
Isaac, Esq.
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Doctoral Degree
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What is PA law with regard to estates Father died - it was
What is PA law with regard to estates? Father died - it was my understanding he left 1/3 of his estate to child - stepmother is the executor of estate and am being told that PA law defines an estate a… read more
Roger
Roger
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Doctoral Degree
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I recently filed a petition to open my grandfathers estate,
I recently filed a petition to open my grandfather's estate, who recently passed away. My uncle has objected to my grandfather's will, claiming that he did not have the capacity to execute the documen… read more
Law Pro
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I have been told by the bank holding my late wifes IRA that
I have been told by the bank holding my late wife's IRA that I need a court order giving them directions on who can make decisions on the disposition of that IRA since my wife had filed papers with th… read more
David L
David L
Doctoral Degree
1,604 satisfied customers
My uncle passed away 45 days ago in Texas. He left a will and
My uncle passed away 45 days ago in Texas. He left a will and all assets were held jointly with his wife, my aunt. In his will he specificlly left a few accounts (stock, IRA) to his son from his first… read more
Barrister
Barrister
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Doctoral Degree
6,741 satisfied customers
I recently found out that my father had passed away in Feb.
I recently found out that my father had passed away in Feb. 2009. I was told that a letter was sent to me at my last known address notifying me of his death. I have now be in contact with the exector … read more
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Thomas McJD
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

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Wills, Trusts, Probate & other Estate Matters

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RayAnswers

RayAnswers

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Texas lawyer for 30 years in Estate law

Ely

Ely

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RobertJDFL

RobertJDFL

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P. Simmons

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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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