Estate Law

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Related Estate Law Questions
I and one of my brothers are co-trustee to my father's
I and one of my brothers are co-trustee to my father's Irrevocable Trust. He passed away in 1999 and in 2000 we secured and distributed all the assets of the trust we could find. In 2019 we found asse… read more
Barrister
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Doctoral Degree
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Our father dies last month and his only assets were 2 IRA
Our father dies last month and his only assets were 2 IRA account, a savings account, checking account, and a CD. My brother & I were on the checking and savings accounts as POD beneficiaries and on t… read more
P. Simmons
P. Simmons
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I have been appointed personal representative for my
I have been appointed personal representative for my father's small estate, in Montana. Texas Unclaimed Funds is telling me I have to go through probate to claim the monies they hold. I obtained the p… read more
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Barrister
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Doctoral Degree
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Second opinion] - my father died leaving his IRA to his
Second opinion] - my father died leaving his IRA to his wife, my stepmother. they have a trust. she did not have beneficiaries for the trust. I and 2 step brothers are beneficiaries of trust in 3 equa… read more
Barrister
Barrister
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Doctoral Degree
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My father died leaving his IRA to his wife, my stepmother.
my father died leaving his IRA to his wife, my stepmother. they have a trust. she did not have beneficiaries for the trust. I and 2 step brothers are beneficiaries of trust in 3 equal shares. one step… read more
INFOLAWYER
INFOLAWYER
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Doctoral Degree
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My mother has recently passed, we established a trust 14
My mother has recently passed, we established a trust 14 years ago when my father died. There are tax deferred IRA and annuity assets. The IRA is her rollover retirement assets. The annuities are life… read more
Barrister
Barrister
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Doctoral Degree
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If i create a revocable trust and move most of my valuables
If i create a revocable trust and move most of my valuables to that. And instead of having a pour over will i create a regular will (using say Quicken will maker) saying that anything not in my trust … read more
RobertJDFL
RobertJDFL
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A spouse that passes away has an IRA with a decedent spouse
A spouse that passes away has an IRA with a decedent spouse as a beneficiary and no secondary beneficiaries named. She had not yet reached the age of her RBD (Required Beginning Date) Her Will has a p… read more
Christopher B, Esq.
Christopher B, Esq.
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My mother recently passed away. All of her assets (except
My mother recently passed away. All of her assets (except checking account) was held in a Trust so no probate required I've been told. The checking account was in my name and her name. I am the Succes… read more
Loren
Loren
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for Barrister Thank you for the instructions. .. to continue
for Barrister Thank you for the instructions. .. to continue (with this mess) the $amounts within the Trust were paid to beneficiaries. estate closed. The rest of the estate was assimilated into 1st s… read more
Barrister
Barrister
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Doctoral Degree
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My father passed away last year (August 3013). My brother and
My father passed away last year (August 3013). My brother and I are the survivors of the trust. He had several IRA beneficiary CD accounts set up with different banks. There was one IRA that he had ne… read more
Dwayne B.
Dwayne B.
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State of Florida - Wells Fargo Holds two IRA CDs owned by
State of Florida - Wells Fargo Holds two IRA CD's owned by Mr. X The CDs list no Beneficiaries. Mr. X is Deceased Mr. X 's will was duly probated The Probate Court's Order Lists the CD's as Assets Adj… read more
legalgems
legalgems
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Brother died on 11/22/12. His trust made me the executor with
Brother died on 11/22/12. His trust made me the executor with powers of attorney all notorized. Since his bank accounts were not in the name of the trust nor was I made the beneficiary, B of A told me… read more
Dave Kennett
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Mother passed away in June 2012 and an Estate Planning Attorney
Mother passed away in June 2012 and an Estate Planning Attorney advised to get a EIN and file for probate, (with a pour over will) open an estate checking a/c to transfer bank account in decedient's n… read more
DamienJD
DamienJD
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12,219 satisfied customers
My father passed away in October of this year in the state
My father passed away in October of this year in the state of california. He had a living trust and a pour over will. There are six people named as beneficiaries in the Trust, they are his three child… read more
Dave Kennett
Dave Kennett
Doctoral Degree
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....my dad just passed in december me the son and my fathers
....my dad just passed in december me the son and my fathers wife are to split per capita his estate no homes are involved iust annuitys ira some some isurance policies cds a new vehicle and money in … read more
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Dave Kennett
Doctoral Degree
25,741 satisfied customers
I have a revocable living trust. My schedule A lists items
I have a revocable living trust. My schedule A lists items such as jewelry, valuable antiques etc. but it does not list financial assets that are already titled in the name of the trust such as Broker… read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers
My mom just passed away last week, and she left a will leaving
My mom just passed away last week, and she left a will leaving my sister and I (her only survivors) her assets 50/50. Her assets are approximately: CD's in her and my name (joint tenancy, I was managi… read more
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Daniel Solutions
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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

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

RayAnswers

RayAnswers

Attorney

7,003 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

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1,662 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

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1,398 satisfied customers

12+ yrs. of experience including estate law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,388 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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