Do I have a right as a beneficiary to request copy of changes to a Trust that was Amended and Restated shortly before mom died?
Jay's answer
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Answered on April 26, 2022
The idea of doing a restatement is to sort of "start over" on the trust and avoid having to share all the previous versions of the trust with the...
Dad died and he said he left us something didnt say we're he left but got our information down like ssi and name address?
Jay's answer
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Answered on April 26, 2022
Typically, getting your SS number would be so that he could list you as a beneficiary on one of his accounts. If you know where he banked and/or...
I was living in a home with my husband whose faher was the last owner noted.his family is trying to evict my husband and fa died
Jay's answer
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Answered on April 26, 2022
Unless the father left a Will leaving the assets to someone other than his son, your husband should be able to petition for probate in your county....
Father dies without will. How could I be sure I get what was verbally promised to me?
Jay's answer
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Answered on April 26, 2022
From what you described, without a Will, the analysis of what you will receive is based upon the following. Unfortunately, none of the analysis is...
To file with court to need to have access to the accounts, so how do I tell the banks I am executor of an estate, i?HH
Jay's answer
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Answered on April 26, 2022
This time period after someone has died and before a court hearing to confirm an executor is a situation where no one has authority to act. Even if...
How do I handle the estate of a parent who has passed away?
Jay's answer
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Answered on July 11, 2020
I agree with the prior responses. One additional consideration is California's statute of limitations on debts following someone's death. There is...
How do I obtain a copy of my grandmother’s will should one exist?
Jay's answer
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Answered on July 11, 2020
I agree with the prior response. I'm not positive I follow all the facts; however, a key point is that the title on a property would take priority...
Named executor of my father's will in 2013. With assets under $100,000, there was no requirement for probate.
Jay's answer
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Answered on July 11, 2020
I agree with the first answer that a Small Estate Affidavit may substitute for Letters of Administration, but only where the total estate is under...
My brother just recently passed away without a will?
Jay's answer
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Answered on July 11, 2020
As far as waiting to donate items, I would suggest you first confirm who the "heirs" are and have a conversation with them. Once the heirs confirm...
What happens to my parents estate if they both pass away with no will?
Jay's answer
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Answered on July 11, 2020
The previous two answers are correct; however, one wrinkle would be any step-children. If the second parent to die were a step-parent to one of you...
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