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I am settling my mother's estate in ny. My sister and I are
I am settling my mother's estate in ny. My sister and I are executors. Her will is explicit with a third of assets going to me a third to my sister and a third to the grandchildren my son and my siste… read more
Lucy, Esq.
Lucy, Esq.
Juris Doctor
30,253 satisfied customers
A friend of mine's mom just passed away. He was named POA,
A friend of mine's mom just passed away. He was named POA, but hasn't informed the bank she's died yet and has continued yes to make transactions to pay her bills. There was no will. However the bank … read more
Richard
Richard
Owner
Doctoral Degree
56,478 satisfied customers
In California: can my Sister's significant other (who is POA
In California: can my Sister's significant other (who is POA on will) change the beneficiaries of my sister's' IRA prior to her passing without her signature or approval? My Sister passed away August … read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,533 satisfied customers
I was just informed I was named beneficiary on my friend's
I was just informed I was named beneficiary on my friend's checking, savings and IRA accounts. I am in MN and he passed away a Nov. 7th. Can his estate force me to turn the money over to them for bill… read more
Attyadvisor
Attyadvisor
Doctoral Degree
12,851 satisfied customers
I am the primary beneficiary on several bank accounts of my
I am the primary beneficiary on several bank accounts of my recently deceased mother. Can my brother who is the contingent beneficiary challenge my claim to these bank accounts.… read more
Attyadvisor
Attyadvisor
Doctoral Degree
12,851 satisfied customers
My father passed away in Texas 5 weeks ago. He left my
My father passed away in Texas 5 weeks ago. He left my sister and I as POD beneficiaries on a bank account. The bank rep has accepted scanned copies of the death certificate and my drivers license. My… read more
J. Warren
J. Warren
Attorney
Doctoral Degree
2,309 satisfied customers
My father died, Feb 9th, 2015 in Troy, Ohio. He has 6
My father died, Feb 9th, 2015 in Troy, Ohio. He has 6 children and his Last Will & Testament written in 2008 leaves everything equally to all 6 of his children. Recently, I discovered that there was a… read more
Barrister
Barrister
Attorney
Doctoral Degree
7,822 satisfied customers
A Safety Deposit that has been POD to an individual has Saving
A Safety Deposit that has been POD to an individual has Saving Bonds in it. Do this Bonds go to the estate of to the person the Box has been POD to?… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
1,533 satisfied customers
my mother is 85 and terminal. my sister has power of attorney.
my mother is 85 and terminal. my sister has power of attorney. It has a paragraph say"agent may make outright gifts of cash, securities, and real estate to permissible including spouse,my children, ch… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
7,827 satisfied customers
My father passed away over 1 year ago. before his passing
My father passed away over 1 year ago. before his passing he made his bank account a POD account with me and my two sisters as beneficiaries. Two weeks after my fathers death, one of my sisters passed… read more
John Legal
John Legal
Doctoral Degree
3,418 satisfied customers
My husband used his POA to cash In a certificate of deposit
My husband used his POA to cash In a certificate of deposit his mother had. He placed the money in her checking account that was joint with his sister, mother and himself on the account. He did this s… read more
Law Educator, Esq.
Law Educator, Esq.
147,001 satisfied customers
A will has been probated in court allowing funds to be given
A will has been probated in court allowing funds to be given to several members of the family. It has now been determined that the only funds were in bank accounts where both sisters were named on the… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
7,827 satisfied customers
My 34-year-old unmarried, childless sister passed away on Nov.
My 34-year-old unmarried, childless sister passed away on Nov. 20 from brain cancer. She owned no real property and her only assets were her bank account and her old beater car. Before she died, she m… read more
RobertJDFL
RobertJDFL
Attorney
Juris Doctorate
1,729 satisfied customers
Dear Sir, My mom just passed away....She has $119,000 in
Dear Sir, My mom just passed away....She has $119,000 in pod bank accounts and a house worth about $180,000.....The house is listed in a trust and me and my 2 brothers are listed as beneficiaries....T… read more
Law Pro
Law Pro
Doctoral Degree
19,000 satisfied customers
My father passed away in March. We found out we have a stepmother
My father passed away in March. We found out we have a stepmother (he remarried). He left the sum of 4 bank accounts (2 Ira and 2 Checking) to myself and my brother and sister - not via a will (which … read more
N Cal Atty
N Cal Atty
JD
8,927 satisfied customers
My grandfather passed away July of this year. His eldest son
My grandfather passed away July of this year. His eldest son was made guardian of his estate by the court. My grandfather had no will in the state of Texas. There are 4 sibilings still living. Grandfa… read more
ScottyMacEsq
ScottyMacEsq
Attorney
Doctoral Degree
1,457 satisfied customers
I live in Utah, a state that allows for a TOD or POD. Can
I live in Utah, a state that allows for a TOD or POD. Can you tell me the advantages/disadvantages of choosing a POD or TOD vs. other ways of handling an estate that is not over $250,000? My sister an… read more
levr
levr
Retired
Bachelor's Degree Equivalent
57,826 satisfied customers
My Mothers will states that I am the power of attorney and
My Mother's will states that I am the power of attorney and the agent to act on her behalf. There are C D's left to each one of her four children with her name and the sibbling as pod. My question is … read more
lwpat
lwpat
Doctoral Degree
6,615 satisfied customers

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Meet the Experts:

RayAnswers

RayAnswers

Attorney

7,827 satisfied customers

Texas lawyer for 30 years in Estate law

Barrister

Barrister

Attorney

7,822 satisfied customers

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

Ely

Ely

Counselor at Law

1,867 satisfied customers

Fully licensed attorney in Texas in private practice.

Nate

Nate

Attorney

16,552 satisfied customers

Over 10 years of legal estate experience.

RobertJDFL

RobertJDFL

Attorney

1,729 satisfied customers

Experienced in multiple areas of the law.

P. Simmons

P. Simmons

Attorney

1,533 satisfied customers

12+ yrs. of experience including estate law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,457 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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