Skip to main content
Rebecca R Bell

Rebecca Bell’s Answers

3 total

  • We have and AB Trust. I read where a Lawyer said you can put your home into the Trust before the secound person dies.

    What form do we use to put our home into the AB Revocable trust now?

    Rebecca’s Answer

    • Selected as best answer

    If you are transferring it to the Trust, we usually use a Quit Claim deed. You need to be very clear, however, that you are indeed transferring it correctly according to the terms of the trust and correctly filing it with the appropriate County. With property matters, you don't want want to make an error, as it could be very costly and could circumvent the work you did in creating your AB Trust in the first place.

    See question 
  • I own property with five siblings when our parents passed I put the insurance policy under my insurance

    none of the other siblings will pay their share of the house insurance that is now due.. My insurance agent said I can remove them from the policy since it is my policy and they will get nothing in the event of asomething happening to the property...

    Rebecca’s Answer

    They CAN sue, the prospect of "free" money or entitlement of getting money can be tempting. Send them a letter with a deadline of what you expect them to do, by what date. If they choose not to contribute to paying the policy, they will then have a more difficult time disputing the evidence that they didn't chip in so have nothing coming.

    Good luck!

    See question 
  • How can one make additions to a will and keep it legal

    mother added things to will and was told that it was no longer legal because she had no witnesses or notary

    Rebecca’s Answer

    A codicil is always an option. You may however need to start over depending on the degree and amount of the changes you need.

    See question