Which one wins: listed beneficiary or Trust?

Just to add to the other answers, Unless it was a Roth IRA, you get to pay income taxes on the money.

Be very careful with the codicil. Self done codicils and trust amendments Can easily mess up the rest of the estate plan.

Is it against the law to sign power of attorney forms without my parents present?

Th principal needs to sign the power of attorney. If it is a financial power of attorney, the principal needs to personally appear before a notary...

How do i get a copy of the trust my mom left?

If mom owned real property (a home) there are 3 choices. 1. It was held as joint tenants with someone else. 2. It was in a trust, or 3 it was owned...

I have a court ordered CD account that I need to access and I don't know how?

You will need a certified copy of grandfather's death certificate and your government issued ID. You may need a declaration from your father that...

My mom passed away and I am being told to get a power of attorney . How do I go about this ? This is already heart wrenching.

You need a probate attorney. Get together any estate planning documents of mom, a list of what she owned, your estimate of the value of those...

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

Once title to 1/3rd the house was in husband's name he could live in it. Absent an agreement, any owner can live in it rent free. They would have...

If the property of a deceased person is held in trust, will the state impose the trustee to pay estate tax?

Step one is to hire an attorney to help you.The attorney needs to have done trust administration. Unless the estate has a gross value of more than...

Probate or Small Estate Affidavit?

You should be able to do it with a Small Estate Affidavit. You may need to make sure the deputy county counsel who reviews the document is...

Can I contest a 60 day notice issued to me by my sister if the property is in a living trust and will? No rental agreement

Is the property in a trust? If so, who is the current trustee? Only that person or persons can give a notice to quit. You need an attorney to help...