My mother recently died and Dad is struggling with her estate. She had two mutual funds and a safe deposit box in her name.

Some banks will allow the closest relative to access a safe deposit box even if the relative is not a signer on the box if the relative tells the...

Even though a person who has created a revocable trust has the right to amend it without an attorney, there are problems in attempting to do so. If...

When a gift is made, the recipient (in this case the irrevocable trust) takes a basis equal to the donor's old basis. If the donor is still alive...

Post Estate Plan Completion Procedures

The attorney should keep a copy. The client should be given an original and a copy. The original could be stored in a safety deposit box, but if it...

He has a will,my dad is very ill (Hospice Care).After his death what do we do next with his wishes? (distributing his estate)

Probate is a court procedure to authenticate a Will , to make sure that debts and taxes are paid and to supervise distribution of assets to the...

The trustee does not have to file form 8855. The trustee should be more concerned with whether the beneficiaries will accuse the trustee of...

I am an heir to my fathers estate and would like to know my legal rights to obtaining all of his financial records/invalid will

If there is an account in your father's name that is pod to your niece, your niece should obtain a certified copy of your father's death...

What happens if an estate was never put in probat? And the morgage holder forecloses on the house

The children should consult an appraiser as to whether there is any equity in the property and if there is, they shouyld consult an attorney to try...

What is Probate on an estate

Each state has its own laws on Wills and Probate. Assets that are in the name of a person who has died and which are not in joint tenancy, which do...

Is it OK to use a POA to write a check for an incapacitated executrix on an estate account?

If state law says that a power of attorney can only be executed by a natural person, then that state's law may not allow an executor to delegate...