I have petitioned to probate a will in California where i was named executor, Do i have to include petition with mailed DE-121?

Probate is not a good area for people to represent themselves. I urge you to get an attorney to guide you through the process. Unless you are a...

The 45 day rule only applies where the asset is not in a trust or does not have a beneficiary designation or joint tenant, and when the size of the...

If surviving Trustee takes proceeds from a sale of a home in the name of the trust and puts them in just her name is this legal?

It would appear from your facts that the trust had a proviision providing for a split of the estate into two trusts at the death of the first...

Do you have to get a Tax ID # for a Trust after both of my parents pass away?

Yes, and that’s not all. There are several administrative steps you need to take. Failure to do so can make the trustee or estate representative...

Do I need a new trust?

Congratulations and Mazel Tov! Both work, though there may be tactical reasons to start afresh. Once he or she takes a look at the existing plan,...

Mr. Point is correct...it depends on what programs he is on. It certainly will NOT affect his Medicare. It WILL impact,his SSI unless properly...

By asking for documentation is that in any way contesting the will. The executor has given the other beneficiary her money...but

Questioning the actions of an executor or trustee is not contesting a will. Every beneficiary has that right. You are entitled to ask questions,...

Any family member can Petition to be appointed the estate representative. If first cousin if the closest relative, the court would probably appoint...

How can my brother protect his income

Unless his wife is a beneficiary and has been sitting on the estate doing nothing for a year or so, or using estate assets for her own purposes, it...

How to locate a known will and file for probate in san diego but live in the UK??

You have received some good answers here about the process. And, if a formal probate is required, the attorney and Executor are not paid until the...