Yes. It’s their contract and they can do what ever their contract says.

Can I not file probate on an estate?

Please accept my condolences for your loss. Titled assets such as cars and trailers can be transferred without probate. Take the titles and the...

Is there a way to bypass probate court to determining ownership of a house in Florida ?

Your question hinges on how your mother and sister held the title to the house. If the deed says the grantees are "Mom" and "Sister" as "joint...

Is there an advantage for the successor trustee/beneficiary to keep the trust alive with assets?

The downside is all the tax issues. The trust, after the grantors die, will have to file tax returns and prepare K-1 forms for all the...

Yes, you can leave the property to whomever you like in the will. You can stipulate that your partner only gets the house if you are still living...

Is a Probate Needed for my Deceased Mother's Estate?

The insurance proceeds are an asset of your mother's estate. You were not an owner of the house not an insured before your mother died, according...

Assuming that the IRA was owned by either your aunt or uncle, the IRA funds would be part of their respective probate estates. If they had wills,...

No. You can use your trust to hold property all over the country. That is the beauty of having a trust. You might want to get a Florida attorney...

If she owns the property as joint tenants with full rights if survivorship, she can’t put “her half” in a trust because she doesn’t really own...

My condolences on the loss of your sister. If there are no beneficiaries on the life insurance policies, then the policies will need to go through...