In California what's the next best thing to a living trust when it comes to leaving money to minors via beneficiary designation?

You should have a trust, and there really isn't another good option. If you read the policy language there is good chance that the policy states...

How do you protect yourself from recourse when filing for unclaimed funds?

Have you confirmed if an estate has ever been opened or not? The executor/administrator of the estate would in fact be responsible for estate debts...

Is my understanding correct? Also, are there forms we need to fill out documenting the gift?

The part you are leaving out is that if the gift to you is over $14,000 in a calendar (perhaps $28,000 if it is both parents) the gift needs to be...

Yes. Usually after the person is actually appointed as the personal representative (executor or administartor) the person needs to then apply for...

I agree with my colleagues regarding the confusion. If you purchased the property where would you get the money? You would have to payoff the...

Can I just line out sons name, initial and date and add daughter instead as administrator to revoc. trust

I would strongly advise you not to do this yourself, especially not in the way you are stating. The last thing you want is a challenge to your...

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Do we file FEGLI claim forms with the children of the woman his father married later in life? Are they his father's children

Adopted children are children. Step children are not children. I would contact FEGLI and explain this to them and your husband should provide his...

Do children have a claim to real estate if there is a surviving spouse? (no will)

As the other attorneys mentioned it depends on 1.) the deed (how title was taken) - if the property is joint with survivorship the property goes to...

Are administrators REQUIRED to open a tax number estate checking account? Sister has kept money in her own account.

I agree with the other attorneys that the fiduciary should have an EIN and open an estate checking account for probate property. Keep in mind, if...

Is this realistic? How do I find someone that can give me free or low cost consultation and then help me move forward?

Speak to an attorney in FL if the trust is governed by FL law. If the charitable remainder beneficiary agrees, you may be fine (because all...