Archived
What steps do I take and what forms do I need to take over as successor trustee of my father's living trust?
Alan's answer
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Answered on February 02, 2020
1. For the trust, you need to obtain an EIN, prepare and send a 16061.7 notice with a copy of the trust to all people named in the trust and any...
Archived
How can a person's title change from power of attorney to executor of the estate?
Alan's answer
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Answered on February 01, 2020
1. There is no executor until the court appoints one.
2 The will should have been delivered to the court for safekeeping within 30 days of the...
My father passed away with no will but property in Mexico has my fathers name and mine do my brothers have claim over?
Alan's answer
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Answered on January 31, 2020
The property in the US may be joint tenancy. If so, it is your brother's. HOWEVER, you will need to see the deed. If it is not Joint tenancy, then...
Archived
What happens when someone is POA and the person passes?
Alan's answer
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Answered on January 31, 2020
Also, when the person dies or a conservator is appointed, the heirs can demand an accounting of all actions taken by the agent under the POA.
Has the title of my house been changed without my knowledge ?
Alan's answer
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Answered on January 29, 2020
To add to the other answers. If you are friends with a local real estate agent, ask the agent to get you the latest deeds to the...
Archived
Does my husband have legal claim to proceeds from an item left to him in a will?
Alan's answer
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Answered on January 29, 2020
Unless the item had to be sold to provide money to pay creditors and the costs of administration, your husband is entitled to the item. The...
Archived
What type of lawyer can represent me using Bank of America?
Alan's answer
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Answered on January 29, 2020
You are going to need an attorney to help you.
If each minor will get more than $5000, they will need a guardian of their estates.
If less, B of...
Archived
How long can a case in California Probate Court go on? Can the Trustee bring anything to curt to stop it?
Alan's answer
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Answered on January 27, 2020
Surviving spouse gets his 1/2 of any community property. Unless the home was inherited, bought with inherited money OR a pension earned before...
Archived
What does a lawsuit for a partition of the property to force a sale of the property mean?
Alan's answer
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Answered on January 27, 2020
One or more of your siblings wants cash. CAN you or the others come up with the money to buy out the ones that want cash? If not, then sell now and...
What to do when a trustee won't product the complete trust and will when requested?
Alan's answer
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Answered on January 23, 2020
Step one is to hire an attorney.
The attorney needs to demand sister provide a complete copy of the trust, the latest accounting and other...
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