Questions answered by Ivette M Santaella

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If a probate attorney works for the executor, should we start paying on a retainer now to protect the heirs?

Ivette's answer | Answered on April 03, 2015

Hello, If he is mentally competent, Bill should visit a local attorney to complete his estate plan.

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What kind of attorney do I look for when I'm ready to take POA for my mothers finances

Ivette's answer | Answered on April 03, 2015

Hello, Generally you do not need an attorney to "activate" a POA. Depending on the terms of the POA you may need a doctor to confirm that the...

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Suit to Partition. I'm a co-owner for a home my parents left for me and 2 siblings. Our names are on the title deed.

Ivette's answer | Answered on April 02, 2015

Hello, May I recommend that instead of confronting them and getting an attorney, you talk to them first as a brother. Tell them how you feel...

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I am looking for a way to save what money I have from being taken away if I need long term care

Ivette's answer | Answered on April 02, 2015

Hello, In addition to consulting with an attorney, as you are still in good health, you may want to get a quote from an insurance agent for long...

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Can I waive a bond requirement if my brother signs a waiver (form de-142)?

Ivette's answer | Answered on April 02, 2015

Hello, Also, you do not need an attorney to obtain a bond. Look up Bond companies on the internet for information. You usually can obtain...

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Am I able to get POA (power of attorney) over my Grandma?

Ivette's answer | Answered on April 01, 2015

Hello, If your Grandma has mental capacity, she can have a durable power of attorney drafted by an local attorney and if she wishes, have you...

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Does the will have to go through probate before assets can be distributed

Ivette's answer | Answered on April 01, 2015

Hello, I have attached a link that explains the probate process in NM. If you have further questions, contact a local probate attorney.

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What is the best way to transfer money coming from my deceased parent's Trust funds to my own children?

Ivette's answer | Answered on April 01, 2015

Hello, Sorry for the loss of your Mom. Please note that attorneys do not give tax or financial advice, the best consultants for advice on...

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I have some concerns about duty of a trustee i have a few questions i need answered j

Ivette's answer | Answered on March 31, 2015

Hello, Remind your sister as trustee she should provide you, a beneficiary, with a copy of the trust. The trust is her blueprint as to her...

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Beneficiaries

Ivette's answer | Answered on March 31, 2015

Hello, It is recommended that you first talk to the trustee to resolve your concerns, hopefully you can work something out. If not, then...

Ivette M Santaella's Answers (6836)

If a probate attorney works for the executor, should we start paying on a retainer now to protect the heirs?

What kind of attorney do I look for when I'm ready to take POA for my mothers finances

Suit to Partition. I'm a co-owner for a home my parents left for me and 2 siblings. Our names are on the title deed.

I am looking for a way to save what money I have from being taken away if I need long term care

Can I waive a bond requirement if my brother signs a waiver (form de-142)?

Am I able to get POA (power of attorney) over my Grandma?

Does the will have to go through probate before assets can be distributed

What is the best way to transfer money coming from my deceased parent's Trust funds to my own children?

I have some concerns about duty of a trustee i have a few questions i need answered j

Beneficiaries