Can I challenge beneficiaries on bank accounts, life insurance, 401K, IRA etc. of my deceased brother ?
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Answered on August 20, 2020
Yes. These cases are typically filed in the probate court. The arguments made are that the beneficiary designation was signed at a time when the...
How do I find money
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Answered on July 20, 2020
It is difficult, but not impossible to locate funds that your dad may have deposited. The first source of information would be his tax returns. ...
Beneficiary of Trust asks the Successor of trust (gives excuses) after death of parents for info on trust assets how get info?
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Answered on May 26, 2020
As a beneficiary you are entitled to a copy of the trust document and an annual report that shows all funds coming in and all expenses being paid...
How can I find out who is serving as the attorney for a family trust when the trustee will not tell me?
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Answered on May 20, 2020
I agree with the previous responses. You don't need to know the name of the attorney. Assuming you are a trust beneficiary, you can file a...
When should you contest a POD account?
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Answered on May 13, 2020
I agree with challenging this account now. First, as the prior answer suggests, if mom has capacity and desires to make a change to the...
Can an executrix be removed from the will and inheritance be taken away if she is proven to have had undue influence?
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Answered on April 24, 2020
There are several "red flags" in your fact pattern that I regularly see when deciding to contest a will: (1) A last minute change in plan, (2)...
Can a sole trustee be removed as the trustee due to a conflict of interest ?
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Answered on January 30, 2020
Have an attorney review your trust. If you don;t have a copy, request one as you are entitled to a complete, un-redacted copy of the trust...
Archived
If a insurance policy was in a trust, but gone at death what do beneficiaries do?
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Answered on August 02, 2019
It depends on the terms of the trust. If by surrendering the policy your mother's intent was changed, that is to say, if someone other than the...
Are you allowed to add names to an existing Will and alter it to go thru a trust instead of probate?
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Answered on July 19, 2019
I agree with the above answer. No one other than the Testator can change the terms in a Will. I have however seen a power of attorney that allows...
Archived
Can I contest a deed? My dad gave brother cash for his contributions on loan and never changed anything before dying.
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Answered on May 21, 2019
Additionally, since you are the executor, you have the duty to gather all of the probate assets. If you believe that the deed was signed by your...