PROBATE ISSUE: IS FILING A HEGGSTAD PETITION AN ADEQUATE RESPONSIVE PLEADING TO AN ADVERSARIES OWN PETITION & ORDER?

I concu with my colleagues. Need more clarity to see which way the Court might go with this. However this is NOT a responsive pleading.

What should be done if the beneficiaries of an irrevocable trust do not receive an accounting when it has been over a year

File an immediate Motion to Compel a Complete Fiduciary Accounting under the California Probate Code as well as a Motion to Replace the Trustee. ...

What kind of attorney do I need? Wills/trust?

I concur - if you have a sit-down with an Estate Planning attorney you'll do yourself a favor. I'd recommend setting that up right away. See...

Is a revocable trusted drafted in IL valid in TX

Time for a sit-down with a local Estate Planning attorney. See Avvo.com under the link marked 'Find-A-Lawyer'. Then interview a few attorneys and...

Would like help in withdrawing an amount from my retirement annuity. Have the necessary documents ready to fill out

The Annuity is a product of the Life Insurance Company, and this product provider may be the best source for you. Give them a call.

I concur. The bank should be approached BEFORE the transfer of property, so that they can answer after consultation with their legal department....

Can former trustees be guilty of embezzlement in holding property for their own benefit?

This question is very fact specific. I'd recommend a sit-down with an experienced Estate Planning attorney to review the facts before taking...

Decdent's spouse already has clear title if the vehicle is in both names.

I have been named in a trust as beneficiary, do I need to retain a Lawyer?

So - what is the problem??? That's a good thing.

My husband has been diagnosed with terminal cancer, we need to know our rights when it comes to his retirement plans.

The retirement plan itself normally is drafted in such a way as to lay out retirement rights and benefits before the retiree signs and adopts it. ...