Archived
Is he required to provide a yearly statement to the rest of the heirs detailing the handling of her money, investments, etc?
Ivette's answer
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Answered on March 09, 2016
Hello,
Since he is acting on behalf of your Mom while she is still alive, he has no duty to provide an accounting unless there is a specific...
Archived
Can a poa who is over a dimenta patient go against her wishes even though she already stated her wishes
Ivette's answer
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Answered on March 09, 2016
Hello,
The terms of the DPOA control and if your brother is the agent, he has to follow the terms for the benefit of your grandmother.
Archived
How to I transfer the property of my deceased parents into my name?
Ivette's answer
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Answered on March 09, 2016
Hello,
Since your parents passed without a Will they died intestate and the intestacy laws of NC will determine how their assets are to be...
Archived
What COA do I list in my complaint for the funeral expenses incurred and what COA for the unsecured debt? Thanks
Ivette's answer
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Answered on March 09, 2016
Hello,
The probate process takes time and not due to the PR. The courts are back logged and undermanned. Be patient and let the system take...
Archived
Can you use a small estate affidavit for a trust account with less than $150,000?
Ivette's answer
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Answered on March 09, 2016
Hello,
I have attachéd a link that explains the Small Estate Affidavit requirements in CA.
Archived
When your fathers attorney also rep. his daughter wouldn't that be a conflict of interest?
Ivette's answer
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Answered on March 09, 2016
Hello,
Yes as to preparation of the father's will and trust. As to other matters, it might be wise to get a waiver.
Archived
Probate
Ivette's answer
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Answered on March 09, 2016
Hello,
I have attachéd the MI Adult Guardianship Handbook for your review on what guardians can and cannot do.
What do I say in my letter of demand to the executor of my father's estate.demanding disbursement of my inheritance
Ivette's answer
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Answered on March 08, 2016
Hello,
You would be better served to consult with a local probate attorney.
AVVO or the San Joaquin Bar Association can provide attorney...
What are legal/financial effects of estate assignment of interest? How does it impact assignor and assignee?
Ivette's answer
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Answered on March 08, 2016
Hello,
It depends on your specific situation. We provide general advice and not specific advise. In addition, we do not have a full idea of...
Archived
Does the executor of estate in the will have the right to charge me rent if house was donated to the church
Ivette's answer
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Answered on March 07, 2016
Hello,
Since the Will was not changed, the current Will's terms are followed. So since you are not a legal owner of the house, if you want to...
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