Estate Law

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Related Estate Law Questions
If a deceased person had a CD at a bank that had a
If a deceased person had a CD at a bank that had a beneficiary assigned that was also deceased. What are the rules that a bank has to follow? The deceased (first) one has a Trust that is managed by a … read more
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I'm not sure I'm in the right place. I'm looking to speak with a lawyer re: a beneficiary problem. My father passed away in Sept. 2019 in MI. My brother & I are beneficiaries on a CD my Dad had. Appar… read more
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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
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How can I obtain my father's funds from Wells Fargo bank
How can I obtain my father's funds from Wells Fargo bank accounts, and an IRA. They have frozen his accounts and I have a letter of testamentary, death certificate, and I am co-managing partner of our… read more
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My father-in-law just passed away leaving 3 adult children as survivors. His will stated a
My father-in-law just passed away leaving 3 adult children as survivors. His will stated all items to be shared equally. His daughter who may or may not have had power of attorney did not change the b… read more
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My brother passed away 3 years ago leaving everything to me
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I was sent a beneficiary processing form & I am both 50% beneficiary
I was sent a beneficiary processing form & I am both 50% beneficiary and executor of the estate (trust) however my brother went up without me & gave them a death certificate. He is jtwros on a RMA acc… read more
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My mother recently died. Among her assets are three IRAs
My mother recently died. Among her assets are three IRA's with the same bank, one being a savings account, and two others as CD's which mature soon. She designated my two sisters and me to be the bene… read more
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I am the executrix of my deceased counsins estate (who had
I am the executrix of my deceased counsins estate (who had a will in place at the time of his death). I am to receive everything with the exception of a certain % of the residuary estate that is to go… read more
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Can a credit union combine 3 Certificate (CDs) with a Jumbo Ira under 1 account
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The definitive diagnosis of my wifes cancer was 1/26/1990.
The definitive diagnosis of my wife's cancer was 1/26/1990. We met with an attorney to update our wills on 3/21/1990. Will review and signing took place on 3/28/1990. Wills were returned to lawyer on … read more
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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
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My brother passed away and made me the Executor. However,
My brother passed away and made me the Executor. However, he had a will drawn that was in part relying on an IRA account as part of the willed assets. However, I have discovered that due to his oversi… read more
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My father passed away recently in Cameron, NC. He left two Bank CD with my brother, sister and myself as beneficiaries. However, my uncle, my father brother, who has filed to be executor or administra… read more
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My mother is now alone as my dad passed away about 1-1/2 years
My mother is now alone as my dad passed away about 1-1/2 years ago. Her simple will designates that all of her estate (a small one) gets split between my brother and I (her only children). She thinks … read more
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Hello, My father in law passed away last Friday. He resided
Hello, My father in law passed away last Friday. He resided in Delray Beach Florida. My two sisters in law are the executors of the estate. They live in Connecticut. They have his will and all his leg… read more
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My Father passed away in Maricopa County Arizona on Feb 26,
My Father passed away in Maricopa County Arizona on Feb 26, 2008. He had a will that left everything to my Brother 45%, Me 45% & 10& to my three children divided equally. The executor named in his wil… read more
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my mother recently passed. I am one of her daughters and I
my mother recently passed. I am one of her daughters and I have power of attorney since she suffered with alzhiemers. My name is XXXXX XXXXX checking account but not on an account where she has a CD..… read more
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Meet the Experts:

Barrister

Barrister

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

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Fully licensed attorney in Texas in private practice.

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RobertJDFL

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Marsha411JD

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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.

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