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Dual Deed, settling an estate, 501k and joint account. Ca.
Dual Deed, settling an estate, 501k and joint account … read more
SaidI127
SaidI127
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My boyfriend's father passed away, he had a will naming his
My boyfriend's father passed away, he had a will naming his girlfriend executor and his son as only other beneficiary. The girlfriend passed away. The son will become executor. His father that died ha… read more
Andres Sanchez
Andres Sanchez
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My brother and I have been trying to get an accurate
My brother and I have been trying to get an accurate accounting of our parent's estate for 8 years. Our sister who is the court-appointed executor has provided a grossly inaccurate accounting. Is ther… read more
AttorneyMatt
AttorneyMatt
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Doctoral Degree
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My dad passed leaving me the executor of his estate. He has
my dad passed leaving me the executor of his estate. He has no formal will only basic written notes that he signed. my step sister owes his estate almost as much as her inheritance will be between her… read more
Barrister
Barrister
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I am a joint owner of my recently deceased father's bank
I am a joint owner of my recently deceased father's bank account. Can I legally withdraw money from that account? … read more
Richard
Richard
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I am a 53 only child of a 80 year old mother with stage IV
I am a 53 only child of a 80 year old mother with stage IV lung cancer second tumor and an 85 year old father in congestive heart failure. They are reasonably healthy well my mom isn't. There are no e… read more
Barrister
Barrister
Attorney
Doctoral Degree
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My Dads Estate: 1. He has a good amount of assets, in
My Dads Estate: 1. He has a good amount of assets, in checking and rest in CD's......I think about 5 CD's/IRA's. Initially, I wanted all together in trust, but I've read that if its just to avoid prob… read more
Barrister
Barrister
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My father passed away and left a home. We have an estate atty
My father passed away and left a home. We have an estate atty who is filing the paperwork with the court. There was no will and my sister has not been cooperative. She took all the money in the bank a… read more
Barrister
Barrister
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My dad died. He named s children beneficiaries of s IRA,
Hello. My dad died. He named his children beneficiaries of his IRA , CD's. His spouse ( who is not our mother) is claiming these are to be part of the estate as "non probate transfer" assets and there… read more
RayAnswers
RayAnswers
Attorney
Doctoral Degree
7,827 satisfied customers
are joint bank accounts included in an estate when someone
are joint bank accounts included in an estate when someone dies or does it all go to the person surviving who is joint owner and not included as an asset to the estate...does it need to be reported to… read more
Richard
Richard
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Doctoral Degree
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My brother passes away on November of 2013 and his father is
My brother passes away on November of 2013 and his father is listed as relationship to decedent: EXECUTOR on the death certificate. We believed at the time of his death that he was still married, but … read more
Richard
Richard
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Doctoral Degree
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Mother died Nov 8, 2012 - Saratoga, N.Y.; my older brother
Mother died Nov 8, 2012 - Saratoga, N.Y.; my older brother is the Executor of the will. From ~ August, 2007 until August, 2008 I was my mother's Durable Power-of-Attorney and Health Care Proxy. I had … read more
INFOLAWYER
INFOLAWYER
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Doctoral Degree
88,333 satisfied customers
Hello. My California-resident mother passed away a year ago
Hello. My California-resident mother passed away a year ago and 1/3 of her trust $ went into a special needs trust for my younger sister who receives Medi-Cal. My older sister & I are the trustees. Ou… read more
Thomas McJD
Thomas McJD
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My mother passed away a month ago. She left an IRA which she
My mother passed away a month ago. She left an IRA which she got as a divorce settlement this past October with 4 named beneficiaries. My sister is the executor of her estate and is worried about havi… read more
RobertJDFL
RobertJDFL
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My Sisters IRA Account has been unclaimed since here death
My Sisters IRA Account has been unclaimed since here death in Oct 2002. Both of our Parents are now deceased and I'm the only surviving sibling (Brother). Can I claim my Sisters IRA Account?… read more
INFOLAWYER
INFOLAWYER
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In order to name a trust the beneficiary of my IRA, do I use
In order to name a trust the beneficiary of my IRA, do I use a Bypass Trust,Standalone Trust or Revocable living Trust? And if which one can you refer me to a place where I can obtain the trust forms … read more
socrateaser
socrateaser
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I am executor of my brothers trust/will & he passed on 1/15/10.
I am executor of my brothers trust/will & he passed on 1/15/10. He had a living trust made and does not have many assets. He left everything to me, & we thought his IRA account as well. Never knew it … read more
Loren
Loren
46,141 satisfied customers
My Step-Mother passed away recently. Prior to marrying my Dad,
My Step-Mother passed away recently. Prior to marrying my Dad, she was a widow with no children of her own. Prior to marrying my Dad, she had established a living trust. Part of her trust was the chec… read more
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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

1,771 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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