Can you explain how a trust is able to equalize what each beneficiary receives if some have already been given trust assets?
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Answered on August 27, 2018
Equalization can be a complex analysis. If your husband has a strained or distant relationship with his sisters, they should probably hire an...
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TOD brother obstructed dying dad from adding my name to TOD-what are my options?
Matthew's answer
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Answered on August 20, 2018
You will need to present evidence to the court (via filing a petition in probate court) that your father asked for help to add your name to the...
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I know I am the beneficiary of a trust but my friend died unexpectedly and didn't give me any information. How do I find it?
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Answered on August 13, 2018
The starting point is to find out if the trust indeed existed and, if so, who is the trustee. Your best bet for finding out information is most...
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Is a will valid if it states that deceased wishes are tp...but does not state what the wishes are ?
Matthew's answer
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Answered on August 02, 2018
As long as the will meets the requirements under Arizona Revised Statutes Title 14 (specifically Chapter 2, Article 5), then the will is valid....
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How do o find out if im a beneficiary ?
Matthew's answer
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Answered on July 25, 2018
In general, if your late fiancee did name you as a beneficiary on one of his accounts, you may be able to simply present the institution with a...
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How to petition the executor for a detailed accounting?
Matthew's answer
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Answered on July 19, 2018
Has she given you a reason for not providing an accounting (e.g., you were excluded from inheritance)? You might consider sending her a letter...
How do I get a copy of my grandmas will to see why my mother is in charge of my inheritance and I have no access to it?
Matthew's answer
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Answered on July 16, 2018
You might find it helpful to review Section 75-2-902 of the Utah Probate Code (link copied below). After a person dies, the person who has the...
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If Iam being named as a grantee along with my sister and my mom on title for a house, do our spouses need to sign something?
Matthew's answer
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Answered on July 11, 2018
Property you receive as a gift is considered separate property, i.e., it is not considered community property owned in equal share by your spouse. ...
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If I refuse to except an estate offer what happens next.?
Matthew's answer
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Answered on July 10, 2018
Who gets what depends on various factors. For example, if an asset contains a beneficiary designation (which is common for life insurance...
What do we do if executor of family trust refuses to give attorneys name?
Matthew's answer
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Answered on June 22, 2018
If it's true that your dad and step mother excluded you in their trust, then It's going to be difficult for you to get a copy of the trust without...
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