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Does a beneficiary have to have a written budget before

Customer Question
Does a beneficiary have...

Does a beneficiary have to have a written budget before estate can close

Lawyer's Assistant: What state are you in? It matters because laws vary by location.

Ca

Lawyer's Assistant: Has anything been filed or reported?

For instance

Lawyer's Assistant: Anything else you want the lawyer to know before I connect you?

No, my children are requiring a budget for me and one for my bills

Submitted: 6 months ago.Category: Legal
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Answered in 5 minutes by:
1/10/2018
Lawyer: Ray, Lawyer replied 6 months ago
Ray
Ray, Lawyer
Category: Legal
Satisfied Customers: 48,248
Experience: 30 years in civil, probate, real estate, elder law
Verified

Hi and welcome to JA. Ray here to help you today.Please bear with me a few moments while I review your question and respond.

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Lawyer: Ray, Lawyer replied 6 months ago

Are you meaning a final accounting and is this in probate or a trust outside of probate or what,more information I want to help you ,thanks.

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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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