I had a full POA before my mom passed. She did not declare beneficiaries on her insurance. Can I backdate beneficiary info?
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Answered on October 09, 2020
A power of attorney expires upon death of the principal. Any act taken by the agent after death is not authorized.
I am the primary beneficiary for my late boyfriend do I have any rights to ashes?
James's answer
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Answered on August 23, 2020
If you cannot find a will, how do you know that you are the beneficiary? Do you have knowledge that a will was created or are you saying you don’t...
Archived
How can I compel an executor to provide required information re. Ohio Code 5808.13 ?
Written request have had no rersponse.
James's answer
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Answered on October 23, 2019
You need a probate lawyer that is experienced with trusts and trust litigation to review your case and let you know what, if anything, should be done.
Archived
Can I file a complaint against a court. I have had a case pending for 1/ 1/2 years and have not received any court dates?
James's answer
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Answered on March 20, 2019
You need a probate litigation attorney to review the status of your case so far and to take over if they believe you have a case. A will contest...
Archived
Can I give my executor leeway?
James's answer
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Answered on February 02, 2019
To accomplish what you have described you need to set up a trust. I would not set it up as testamentary trust, but rather as a stand-alone...
Archived
DO I HAVE TO HAVE A COMPLETE LEGAL DESCRIPTION (SAME AS ON DEED) FOR A TRANSFER ON DEATH DESIGNATION AFFIDAVIT??
James's answer
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Answered on October 17, 2018
Yes, but you should have an attorney prepare it.
Archived
Iam wondering about `a home equity loan ?
James's answer
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Answered on August 20, 2018
The home equity line is, presumably, a secured lien. It attaches to the property. If you don’t pay it off or transfer it to your name and pay it as...
Archived
Why would I need to provide my SSN to the probate attorney if there are no inheritance taxes in either Ohio or MN?
James's answer
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Answered on August 07, 2018
If there are stocks and bonds or retirement plans that were part of the estate, the social security numbers are needed so the estate can issue a K1...
My spouse and I both have our names on the deed to our home. If one dies does the other automatically own the house?
James's answer
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Answered on July 04, 2018
If it is a survivorship deed then yes, ownership would pass to the surviving spouse. If it is a joint deed that does not include survivorship...
Archived
If there is a valid Transfer on Death in effect, do the named people in the TOD need to settle any mortgage?
James's answer
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Answered on June 16, 2018
The children take subject to the mortgage.
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