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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
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My step-sister has been a pain in my side since April
My step-sister has been a pain in my side since April regarding AZ Community Property law. She doesn't like the fact that her daddy does not "own" any part of our Mother's estate after 24 years of mar… read more
Phillips Esq.
Phillips Esq.
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If my husband has passed away and then his mother passed, am
If my husband has passed away and then his mother passed, am I still entitled to anything in her estate such as stocks and bonds investments? … read more
Attyadvisor
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My best friend passed away 12-29-17 and choose me as his
My best friend passed away 12-29-17 and choose me as his beneficiary for his IRA account, he signed the document on 12-21-17. How do I procced? … read more
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My best friend left me his Stanley IRA Cash account, he
my best friend left me his Morgan Stanley IRA Cash account, he signed me as his beneficiary, however he inherited this account. Will I still inherit since this was a family inheritance to him?… read more
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Dwayne B.
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My dad passed away in 2013 before adopting my niece and two
My dad passed away in 2013 before adopting my niece and two nephews. He has a policy with Morgan Stanley but left no beneficiary listed (his wife/my mother) passed in five years earlier. Morgan Stanle… read more
Loren
Loren
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If someone gave power of attorney to one son in 2012 and
If someone gave power of attorney to one son in 2012 and financial power of attorney to another son in 2015 which one takes precedence? … read more
RobertJDFL
RobertJDFL
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I am currently the durable power of attorney for my
I am currently the durable power of attorney for my grandmother. She is also adding me as a principle of her trust and the sole benefactor in the will. We are working with an attorney on that, it is a… read more
Barrister
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My siblings and I inherited an IRA from our step-father. We
My siblings and I inherited an IRA from our step-father. We are named in the trust as beneficiaries but the IRA itself named our mother who preceded him in death by one year. Are we able to roll it ov… read more
RayAnswers
RayAnswers
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My kids' grandfather set up college savings accounts in each
My kids' grandfather set up college savings accounts in each of their names, as well as trust accounts. When he does, he named their father (my ex) as the trustee. Their father has had very contentiou… read more
Barrister
Barrister
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The executor is transferring stocks from deceased into her
the executor is transferring stocks from deceased into her account,and not listing deceased retirement account as assets.… read more
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I am the executive trustee to my parents Living Trust & Will
I am the executive trustee to my parents Living Trust & Will . My father died in Dec. 2005 where my mother was the primary beneficiary of his IRA & the Family Trust. Now my mother has died and she lis… read more
LegalGems
LegalGems
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My mother passed away 8 months ago, I was the sole beneficiary
My mother passed away 8 months ago, I was the sole beneficiary to the family trust. My mother had 17 amendments to her will and trust over the years, I was always the beneficiary, 6 months before she … read more
Richard
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Mother with nursing home debt of $25,000 but now living in
Mother with nursing home debt of $25,000 but now living in her home that already has a mortgage at 95% of it's value. Nursing home has given 5 days to pay or negotiate for full payment or they will fi… read more
INFOLAWYER
INFOLAWYER
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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
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I am my mothers Trustee (via her revocable living trust created
I am my mother's Trustee (via her revocable living trust created years ago). My 2 sisters will be the inheritors when my mother passes away. In her Living Trust, my mother currently has a Morgan Stanl… read more
Daniel P.
Daniel P.
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my mother passed away on May 19. She did not have a will but
my mother passed away on May 19. She did not have a will but I am listed on her house deed as co owner, and on her money at Morgan Stanley as beneficiary. she has 2 bills which I will pay this weekend… read more
Dave Kennett
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My Mother passed away about 2 years ago,6 weeks later my brother
My Mother passed away about 2 years ago,6 weeks later my brother passed away. I was the executor of my mothers estate and according to her will it was a 50 50 split. My mother had an annunity worth ab… read more
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INFOLAWYER
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Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

6,741 satisfied customers

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

RayAnswers

RayAnswers

Attorney

6,613 satisfied customers

Texas lawyer for 30 years in Estate law

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,618 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

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1,335 satisfied customers

12+ yrs. of experience including estate law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,334 satisfied customers

Licensed Texas General Practice Attorney

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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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