Do I need to set up an estate account or go through probate?

I am so sorry for your loss. If you are the joint owner on the bank accounts you can access them immediately. Concerning the insurance, house, and...

Which claim takes top priority

My condolences on your loss. The titling between you are your mom is extremely important. If it was joint tenants with right of survivorship you...

Community property with rights of survivorship and a deed of trust question

You have an action against your ex-spouse. If you were a titled owner at the time the deed of trust was recorded it should not be good. Then there...

After probate is closed by the court and all money is dispursed.

It depends. Are you the court appointed personal representative? How long has the probate been closed? Was it a formal or informal closing? What...

Is it possible to dispute a power of attorney?

There is a potential issue of financial elder abuse or exploitation, depending on the facts in the case. You should consult with a knowledgeable...

Grandfather

This involves multiple documents, estates, and state laws. No good attorney can give you a good answer without reviewing all of the facts, the...

Based on the information you have given, you have the right to file an action to have the court determine if the instructions constituted a...

The trust date does not change. This is beneficial as trust assets then do not need to be re-titled.

How to claim funds from a bank account of deceased parents?

If the account is not in the trust name, the trust does not control. If the account and any other assets not in the trust name total less than...

My 90-year-old grandmother would like a recommendation for a reputable and honest estate planning attorney who is Jewish...

I am sure that any attorney who emphasizes estate planning will do a good job for her. There are excellent Jewish attorneys and some who are very...