Archived
My mom died and left $1,000,000 in stock with no beneficiary; there is a will naming my sister and I to get equal amounts. Does
Jeffrey's answer
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Answered on April 29, 2015
I'm sorry for your loss.
Yes, the will needs to be confirmed through the probate process.
Does the will name an executor? If so, the named...
Archived
Ins company says ins policy was in trust upon death would go to me, yet they tell me it goes back into the trust, to estate
Jeffrey's answer
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Answered on April 22, 2015
I agree with Attorney Schening. This is obviously a complicated situation given the confusion and there might be some ambiguity here. There is no...
Archived
My sister is the executor of my aunt's will /estates ,she and i had an argument and now she don't ever want to talk to me again.
Jeffrey's answer
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Answered on April 19, 2015
Your sister has a duty to communicate, but she can do that through her counsel.
If you're not happy with what is happening, then you can hire...
Archived
My aunt left me her insurance , she also made me ex- of her estate, split 7 ways, separate will, ins company tells not mine
Jeffrey's answer
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Answered on April 17, 2015
If you are indeed the sole individual designated beneficiary, did the insurance company explain why they want to pay the proceeds to the estate? ...
Archived
What is needed for my 1 beneficiary to distribute my Whole, Traditional and Term Life Insurance Policies funds as I requested.
Jeffrey's answer
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Answered on April 08, 2015
What you are describing sounds like you want this "beneficiary" to be the trustee for the other family members. A Trust can also deal with other...
My siblings won't disclose my parent's trust, will, and a list of their assets. What's the best way of getting these documents?
Jeffrey's answer
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Answered on April 04, 2015
You note that you brother is successor trustee, but that you tried to get information from the bank. Unless the bank is also a trustee, they are...
Archived
How does an executor opt to not serve?
Jeffrey's answer
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Answered on April 02, 2015
No. Named executor can decline to serve. The local probate court should have a "Declination of Office" form (or something similarly titled).
If...
Archived
My mother passed but before she died she moved in with my sister who changed all my mothers bank accounts into her name
Jeffrey's answer
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Answered on March 31, 2015
If your sister managed to change the accounts herself without your mother's consent or knowledge, then you might be able to contest that. Gather...
Is a one way no contact clause in perpetuity in a contract against public policy in ILL
Jeffrey's answer
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Answered on March 31, 2015
If this clause is not disclosed in the signed agreement, then why do you think it applies? Something is missing here.
Archived
Transferring dad's real property after his death
Jeffrey's answer
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Answered on March 31, 2015
Nothing is automatic, including your status as executor. There is no executor until and unless so appointed by a probate court. You might need to...
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