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My father passed away in Nov 2018. It was a small estate and
My father passed away in Nov 2018. It was a small estate and the lawyer he updated his will with in August of 2018 opted to not open probate or establish the estate. Unfortunately, it has become an is… read more
RayAnswers
RayAnswers
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Mom over paid her credit card, then passed away. I am in the
Mom over paid her credit card, then passed away. I am in the trust and last will and testament as the representative, however the bank (Chase), is requiring that I have something that says I am the ex… read more
Christopher B, Esq.
Christopher B, Esq.
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I received a check made out to my mother's estate who passed
I received a check made out to my mother's estate who passed in March 2018. I closed the account during the summer. Now I have this check made out to her estate. According to the will, I am the execut… read more
RayAnswers
RayAnswers
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6,613 satisfied customers
My mother recently passed away leaving behind a checking,
My mother recently passed away leaving behind a checking, savings, a CD and two IRA accounts. I am signatory on the savings & checking not sure about the others. I am an only child and named as sole h… read more
Barrister
Barrister
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My father passed away, he had a will naming one of my
My father passed away, he had a will naming one of my sister's as executor, upon his passing the three of us agreed to split everything, he left a life insurance policy and money in his bank this amou… read more
Barrister
Barrister
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Doctoral Degree
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I live in Florida my grandmother had beneficiaries on all
I live in Florida my grandmother had beneficiaries on all but 2 of her cd,'s The rest of her estate is in a trust accept the 2 cd's. How do I get these out I and my mother are the executors… read more
Loren
Loren
42,798 satisfied customers
I am successor trustee of my recently deceased mother's
I am successor trustee of my recently deceased mother's living trust. Most of her estate assets are held in her living trust. She had a pour-over will naming me as executor. Any assets not in the trus… read more
Loren
Loren
42,798 satisfied customers
My mother died Feb. 2015. She had no will that I am aware
My mother died Feb. 2015. She had no will that I am aware of. Two life insurance policies named my siblings and I as beneficiaries and we each received our equal share. The only money or assets of any… read more
INFOLAWYER
INFOLAWYER
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I am the executor of my mother's estate. When she passed away,
I am the executor of my mother's estate. When she passed away, she had a CD at a bank that she had originally put her step son on as beneficiary. As the years went by she decided she didn't want to le… read more
Attorney2020
Attorney2020
Lawyer
2,480 satisfied customers
My parents died 6 and 7 yes ago. They had a trust and I was
My parents died 6 and 7 yes ago. They had a trust and I was beneficiary of the last surviving grantor. I thought everything was done and I moved on. Now I found my dad opened a life insurance policy a… read more
Richard
Richard
Owner
Doctoral Degree
54,042 satisfied customers
no property no will-small amt in a CD-need to allow the beneficiary
no property no will-small amt in a CD-need to allow the beneficiary to have access to these funds… read more
Loren
Loren
42,798 satisfied customers
What affadavit form do we need in California to prove that
What affadavit form do we need in California to prove that we are the contingent beneficiaries AND the executors of the trust and will. Transamerica still refuses to pay without a Letters of Testament… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
I am trying to fill out a affidavit of Authenticity claim
I am trying to fill out a affidavit of Authenticity claim form for two distribution checks that are written made out to my parents both, of whom passed away in 2006. They are asking for all suporting … read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
my mother owns a home free and clear....she also has 2 bank
my mother owns a home free and clear....she also has 2 bank CD's.....She wants to put my name on the deed and on the cd accounts to avoid any probate and to make sure that I get everything easily when… read more
JaxLaw
JaxLaw
Associate Attorney
Doctoral Degree
1,722 satisfied customers
hello, what legal strucuture needs to be in place so that
hello, what legal strucuture needs to be in place so that when i die my estate does not have to go through probate and any bequests are not subject to inheritance taxes? Thanks.… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My mother passed away last week with no will. She has 2 adult
My mother passed away last week with no will. She has 2 adult children...myself and my sister. She owns her home and has paid off her car. We can not find the title to her car. We want to sell her hou… read more
Ellen
Ellen
Attorney
Doctoral Degree
20,888 satisfied customers
My father-in-law passed away in June of 09 and mother-in-law
My father-in-law passed away in June of 09 and mother-in-law in August. In July we filled out papers for a life insurance policy in the name of my father in law. Most of the estate is in a trust and t… read more
Irwin Law
Irwin Law
Juris Doctor JD
7,610 satisfied customers
My husband is ill and we have a bypass trust. We have several
My husband is ill and we have a bypass trust. We have several bank and savings accounts held in California banks and also have an on line brokerage account. We will be setting up some CD accounts soon… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers

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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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