Myself and my daughter are in my brothers will of his state does it mean we are entitled to the house and his money?
Jeffrey's answer
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Answered on February 08, 2021
That depends on whether the house is in the Trust or not. You have to look at the deed. If it is deeded in the name of the Trust then the Trust...
The investment portfolio our fiduciary advisor made for us is inappropriate given our directly stated future plans. Our options?
Jeffrey's answer
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Answered on February 08, 2021
If your advisor recommended investments that were unsuitable for you, based on your goals and financial state, then he has broken one of the key...
What is the document called when you give someone the right to speak for you, (not POA) only what you tell them you want done?
Jeffrey's answer
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Answered on February 08, 2021
You can make the Power of Attorney very limited and only give her what authority you want and for a limited period of time. You are probably...
Does my will that I wrote myself have to be filed with the court ?
Jeffrey's answer
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Answered on February 07, 2021
NO to the court filing, at least not until you die.
But notarizing is not going to work. You need two dis-interested witnesses to your...
When u make someone an executor of your will when are you supposed to tell them?
Jeffrey's answer
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Answered on February 07, 2021
You should, and probably give him a copy of the Will. Just in case he does not want the job or feel that he can do it.
Archived
Can a POA sign a will as attorney fact?
Jeffrey's answer
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Answered on February 07, 2021
Never.
But if the Power of Attorney document allows it then they can execute a Trust. Odd, since they accomplish the same thing but that is the...
What does “ title to trust assets shall be taken in the following fashion” mean
Jeffrey's answer
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Answered on February 05, 2021
Husband Name and Wife Name, Trustees of the Trust Name Living Trust dated_________________, and any amendments thereto.
What to do if there is no lasting will but there is a living will and POA designation?
Jeffrey's answer
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Answered on February 05, 2021
A Living Will is only a set of instructions for when you are incapcitated, though it sometimes give instrucitons for funerals. The Power of...
Is this elder abuse?
Jeffrey's answer
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Answered on February 05, 2021
You won't get very far without more financial abuse or physical abuse.
Just evict the lady.
How do I make out a simple will??
Jeffrey's answer
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Answered on February 04, 2021
Google the California Statutory Will and fill in the blanks.
I also like a web site freewill.com.
Don't forget to have it witnessed by two people...
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