You bring up valid issues that need to be resolved. Here are the steps of increasing escalation to resolve the dispute: 1. Try to work this out...

If a piece of real estate under $150,000 is inadvertently not transferred to a trust, but there is a Pour Over Will?

Yes, there is more than one procedure that can be used to transfer the real estate to the trust with a pour over will. With a petition to...

Yes, you should be creating an estate plan that includes a trust for yourself. That way, when you receive the inheritance from another person's...

What are my rights as joint tenancy mother died another son on Grant deed

The son that is the joint tenant on the deed receives the mother's ownership interest in the property, unless it can be proven that the son was...

A prev. employer of 20yrs. named my DECEASED MOTHER a BENEFICIARY IN HIS WILL, cancer killed her 4 yrs b4 he died, what now?

First, get a copy of the will from the courthouse in the county where the probate case is. Second, bring the will to an attorney to read...

Do you have to be court appointed in order to open a bank account as estate ?

Yes, you must be appointed by the court to be the personal representative of the estate in order to open a bank account for the estate (you also...

Can I collect rent due the estate out of the sale value of an inherited house?

You will need a probate case to be appointed as the personal representative of the estate and have the power to sell the house. It always depends...

My good friend of 20 years recently gifted me with the deed to his home?

If you are nominated as the successor trustee of the trust, and you are also a beneficiary of the trust as to the house, then you will need an...

Does my sister have to consult with me prior to selling my moms possessions?

A trustee doesn't have to consult with beneficiaries; a trust is a dictatorship, not a democracy. However, a trustee should give notice to the...

You can change the agent under your POA, or the powers that your agent has, as many times as you like. Many of our clients find that the limited...