Archived
What is the first step in settling my mother's estate,she died without a will. she had stocks andbonds, real property.
James's answer
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Answered on June 21, 2016
It sounds to me like you may have up to the intestate estates (people passing away with no wills) - your Mother, and possibly both of her parents....
Archived
Is my cousin responsible for her sister not reporting my uncles death to tax office
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Answered on June 14, 2016
Most wills have provisions in them specifically relating to the payment of taxes (which can include real property/house taxes). Without knowing...
Archived
How do I deal with a situation where my father is claiming a home that I inherited from my mom?
James's answer
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Answered on June 13, 2016
I suspect you will need to consult with a real estate attorney to review the deed history. If the deed is on your name and has been since before...
Can two Co executors override a third to close an estate.
James's answer
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Answered on June 05, 2016
In addition to the other answers given, I would note that each executor has a fiduciary duty, and a fiduciary duty includes putting the interests...
Can a check made payable to (ex: John Doe, Trustee), be deposited into a joint account?
James's answer
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Answered on June 01, 2016
I am sorry for your loss.
A trustee is a "fiduciary" - meaning that they owe fiduciary duties to others regarding assets. One of the fiduciary...
Archived
Executor of Will question
James's answer
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Answered on June 01, 2016
Without more information about the assets and whether or not there are debts, it is unclear whether or not any of the alternatives to probate might...
How can I close my step father's bank accounts.
James's answer
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Answered on May 31, 2016
If there was a beneficiary designation on the bank account, then a death certificate presented by the beneficiary, plus completion of the bank's...
Archived
Beneficiary to pension
James's answer
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Answered on May 29, 2016
Texas generally has statutes that cancel spousal beneficiary designations on divorce. However, pensions are workplace benefits and are generally...
Muniment of Title or Small Estate Affidavit?
James's answer
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Answered on May 27, 2016
If the only issue is the transfer of cars, the the Texas Department of Motor Vehicles has an heirship transfer form specific to vehicles that may...
Archived
Do state and local governments recognize a durable power of attorney that was in force when a person is murdered?
James's answer
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Answered on May 26, 2016
I agree that the Power of Attorney expired on your partner's death. Texas Estates Code 751.054 is clear that the POA terminates on the principal's...
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