Is it an issue that I did not include the legal middle initial of my daughter, a trustee & beneficiary, in my Rev Living Trust?
Alan's answer
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Answered on April 22, 2019
Is there another possible heir who has the same name? If not, no problem. If there is a possible heir with the same name (See the names of. George...
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What is the purpose of a trust if it doesn't protect my fathers assets being turned over to the daughter who may not qualify ?
Alan's answer
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Answered on April 22, 2019
The HELOC loan will end when your father dies. Someone has to pay the loan under the terms of the loan and federal law. Someone needs to read the...
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Why would I need a probate lawyer if I already have a trust and will for my father?
Alan's answer
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Answered on April 22, 2019
You are going to need an attorney to help with the details of administering the trust AND to help get the hose refinanced without an increase in...
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Are my living trust, Soc Sec #, Medicare become invalid because of using middle “initial” instead of legal middle “name”?
Alan's answer
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Answered on April 22, 2019
No.
Lots of people use first name, middle initial, last name (George H. W. Bush). Some use first initial, middle name, last name (J. Paul Getty)....
Once a conservatorship is filed in court, can it be undone and given to someone else?
Alan's answer
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Answered on April 22, 2019
You can file your own petition to come conservator. If the private professional is doing a good job with the money, you should consider becoming...
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I am having trouble finalizing my grandmothers estate from alaska. Why wont the bank help in setting up an esrate account?
Alan's answer
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Answered on April 21, 2019
The bank will need the EIN for the estate and to look at a copy of the Letters Testamentary or Letters of Administration.
You may need to find a...
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If my fathers will and trust are in my name and he dies what happens if I do not qualify for a loan on his home?
Alan's answer
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Answered on April 21, 2019
1. The HELOC has to be paid within a short period of time after your father dies or moves out.
2. Unless your father's estate has enough cash to...
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Can you assist me and my sister with an interstate Lawyer for Alabama state probate? ?
Alan's answer
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Answered on April 20, 2019
She needs the help of an attorney in the county where Summerdale Alabama is located.
She probably needs to prepare, file and serve a final...
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How to cash or deposit a check made out to someone who has pass?
Alan's answer
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Answered on April 20, 2019
If dad's estate is too small to probate (gross value of less than $150,000)), I would just write to them and ask for a new check. You could use a...
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I lived with my mother for 5 years as caregiver, she passed away now my sister who's name is on title
Alan's answer
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Answered on April 20, 2019
Step one is for sister to give a notice of termination of tenancy. You probably have 60 days from the date of the notice before sister can file an...
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