Archived
Last Will & Testament gives cash to a friend, but Dad died with almost no $. Does his Trust have to pay this cash to the friend?
Alan's answer
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Answered on February 08, 2018
The priority is specific gifts (My Timex to John), then money then the residuary.
Some attorney prepared wills and trusts have clauses that...
Archived
What actions do I take, or forms do I need, to respond to probate notes?
Alan's answer
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Answered on February 07, 2018
I usually clear the notes with a supplement on 28 line paper. Your name etc in upper left, court name in the middle, caption next.
Then I copy...
Archived
My brother died in hospital, no children or spouse. in the state of Texas? Sorry I was not clear about whats states.?
Alan's answer
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Answered on February 07, 2018
I presume he resided in Texas and was not just visiting.
You need the help of a Texas probate attorney.
Texas probably has a small estate...
Archived
My boyfriend wrote a handwritten letter 4 giving me poa on his behalf when i felt i needed to. He wanted me to have it in case
Alan's answer
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Answered on February 07, 2018
Your boyfriend needs to talk to an estate planning attorney and get a real power of attorney.
Banks have a problem with anything not on their own...
Archived
Should I abandon my deceased dad's vehicles rather than open a probate proceeding?
Alan's answer
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Answered on February 07, 2018
It sounds like the proratable assets have a gross value of less than $150,000 (vehicles with license plates do not count toward the $150,000,...
Archived
What is atemy next step after the court granted my petition of changing the status of a death certificate?
Alan's answer
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Answered on February 06, 2018
Where did your husband reside (home) when he died? Probate would be in that county.
Archived
How do I ???
Alan's answer
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Answered on February 06, 2018
I presume your parents went to a "trust mill" for the trust. No attorney written trust would omit successor trustees.
Step one is to request an...
Archived
Replacing a court appointed forensic accountant from the case
Alan's answer
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Answered on February 05, 2018
This sounds like a family law case.
If the court appointed the accountant, it will be hard to change accountants.
The accountant should not be...
Archived
Can we recover stolen assets for the estate ?
Alan's answer
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Answered on February 05, 2018
You need a probate litigator and a forensic accountant.
You will need to discover lots of bank records and lay out where the money came from and...
Archived
How can I reimburse myself for court cost, publications, and a contract with a legal document processor/filing in Calif. Probate
Alan's answer
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Answered on February 05, 2018
Generally the first check written after letters are issued is to reimburse the executor/administrator for the filing fee and publication fee. The...
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