Would filing petition for instruction be considered contesting trust?

You need an attorney. Generally speaking, however, contesting a trust is defined in the no-contest provision and relates to not being happy with...

I am heir from my fathers trust, but never was allowed to see the trust and it is 5 days short of being two months since passing

Typically if you are the beneficiary of a trust you are entitled to see the trust and financial information about it If the trustee and/or their...

Mom died with no will and had a checking account with $40,000 in it. How do we access the money so we can pay her bills?

Mr. Gold is right about the joint account. As to the account in just her name, you probably need to pen probate is some fashion - so contact a...

My mother deceased recently and has a retirement account in Texas. Will that money go to the children or their step-father?

I agree that there are some unknowns here and you need a lawyer but best guess: If the account did not have a beneficiary, it will likely to go her...

Re EIN: Contact IRS, Re LLC Formation: Contact state "Department of State"

What rights do disinherited next of kin have after they file a caveat?

You don't have any rights now to the house. Basically the thinking is it will come out in the wash in the litigation. If you are doing this...

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Can an annuity monthly payments be changed to a lump sum?

It probably depends on the terms of the agreement with the annuity company. It will be difficult to prove you didn't understand what you were...

My brother is personal representative of an estate of my Grandmothers. The only thing left in the open estate is property.

I'm a bit confused by your description. Was the house deeded to the heirs/beneficiaries yet? Who signed the deed - did the PR sign the deed? If...

Is there a period of time within which a will must be probated? Must a will be probated in order for it to take effect?

You need NC counsel to determine if there are statute of limitations issues. There very well may be. If you are aware of this document, you can...

My mother left her home to eight children, provided her disabled adopted son live in the house until he dies.

Hard to say without seeing it. Does it say he has to live their continuously? Does he have a life estate or a restricted life estate? Does he have...