My dad passed and he had investments with Fidelity. How can I find out who was listed as beneficiaries?
Heath's answer
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Answered on September 17, 2016
The executor should be able to contact fidelity to determine if the accounts are controlled by the Will or have a beneficiary designation.
If you...
Archived
How do I petition the court to have an administrator removed from an estate?
Heath's answer
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Answered on September 15, 2016
Who is named as executor under the Will? If it is you then I think the Clerk will revoke the current letters and issue new ones to you since you...
Archived
How do i get gaurdianship of my nephew?
Heath's answer
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Answered on September 14, 2016
Sorry for your situation but you cannot get guardianship if there is a living parent. It is possible you could get custody. You need to speak with...
Archived
How to get guardian for my niece
Heath's answer
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Answered on September 14, 2016
Sorry for your situation but you cannot get guardianship if there is a living parent. It is possible you could get custody. You need to speak with...
Archived
Can I file a small estate affidavit and skip probate?
Heath's answer
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Answered on September 14, 2016
If you are not comfortable with the attorney you are/were working with them fire them and hire another one. There are other options that you have...
Archived
Mom died with a will. Im the only heir. She has a house in NC with little equity in it.
Heath's answer
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Answered on September 13, 2016
You have $10,000 which means you do have the money to hire an attorney. I would highly advise you to do so based on your facts. If you pay the...
Do NC last will and testaments need to be notarized?
Heath's answer
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Answered on September 07, 2016
The prior answer is correct but it is well worth the time and money to see a qualified estate planning attorney. I just closed an estate today...
Archived
Does a lawyer need to be involved for an estate to be opened?
Heath's answer
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Answered on August 31, 2016
There are several issues with your question. First, you technically do not need an attorney to assist you with this, but a huge part of my firm's...
Archived
Can I create a codicil to amend my current will to add a specific bequest in a certain dollar amount?
Heath's answer
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Answered on August 27, 2016
Yes. However if you have a tax deferred retirement account then you generally should make a bequest to a charity with this money. See an attorney...
Archived
I need an advisor to help my wife handle my estate in the event of my death.
Heath's answer
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Answered on August 27, 2016
If you do not believe your wife or one of your children can handle being executor then you could name someone else, or an attorney, or a bank or...