Should beneficiaries have access to accounting for funds that are separate from the estate?
How are the assets held by the Executor not part of the estate? Are they life insurance policies with named beneficiaries? Are they accounts...
Gainesville, FL
Estate planning Lawyer at Gainesville, FL
Practice Areas: Estate Planning, Elder Law, Probate
How are the assets held by the Executor not part of the estate? Are they life insurance policies with named beneficiaries? Are they accounts...
If the court has approved you as the Executor (PR in Florida), you should be able to do the paperwork yourself and a knowledgeable life insurance...
This is too complicated to answer without a probate attorney reviewing all the relevant documents. Was there a probate 20 years ago? Who's been...
Please accept my condolences on your loss. Retain a probate attorney review the documents to determine whether a probate is necessary.
How is your wife's name on the deed? Is she a joint owner with rights of survivorship, a tenant in common or a remainder beneficiary? Have a real...
You can also speak with the Publix store manager, but I'd recommend you hire (or have appointed for you an attorney, if you can't afford an...
My colleagues answers are correct. You need to open a probate, get appointed as PR and have your probate lawyer contact the PI firm and request...
I resign as Trustee of (name of the Trust) effective (date of signature or date in the near future). I understand my successor Trustee (your...
I agree generally with my colleagues, but your stepfather may be subjected to undue influence from your sister and you may have some resources...
The bank is probably wrong (but I haven't read the POD agreement). If you are a POD for a third of the proceeds, there is no reason to withhold...