For a California trust, do I need a California attorney to help with letters of testamentary??

If the annuities are in the trust, then you should not need letters of testamentary, or as we call them in Arizona, letters of personal...

You need to file a petition with the Arizona court requesting the transfer of the guardianship to Arizona. The Arizona court should provisionally...

If you are divorced, can 50% ownership of a house be placed in a revocable trust until the house is sold?

You will need to review the divorce decree regarding your current ownership of the property first, but you can probably place your half into your...

A 401K cannot be owned by a trust, and it is usually best to name beneficiaries directly rather than a trust with same beneficiaries. Naming a...

Is using a beneficiary deed along with a simple will a safe option rather than a trust when my home is my only real asset?

Using beneficiary designations on the various assets is a viable option for passes assets upon your death. It can be cumbersome if you have a lot...

If you where named beneficiary to other bank accounts but the IRA holder neglects to name a beneficiary to their IRA?

The IRA is a separate account and governed by the agreement between your friend and the IRA custodian. If your friend did not name a beneficiary,...

How to petition the executor for a detailed accounting?

You can file a petition with the court demanding that the court order the executor provide an accounting of the estate administration, surcharge...

Power of Attorney?

Consult an attorney in Texas. You may have to file a lawsuit and request the POA during discovery.

How. And where do I look for a trust that was made by my grandfather? He passed and left no information.

If your grandfather owned real estate and had a trust, you should check the recorder's office for the deed. The deed may have additional...

How can we take off a Trustee?

Review the trust document. It should say what is needed for a trustee to resign. Most trusts say that the trustee needs to sign a resignation and...