Archived
My grandmother received a $20,000 estate check. Bank says it has been cashed, insurance company will not respond. Next step?
Ivette's answer
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Answered on June 08, 2014
Hello,
You have contacted the insurance company to straighten this out since the money would come out of their coffers and they have no record...
Archived
We have been married three years. neither of us have a Will or Trust. Each of us have one adult child.. What if one dies..
Ivette's answer
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Answered on June 08, 2014
Hello,
Please note that estate planning is not just for when one of you passes, it also addresses if one of you is incapacitated. It is...
Archived
How to get a copy of Trust, or Will in CA
Ivette's answer
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Answered on June 08, 2014
Hello,
You can find out if there was a Will and if the grandchildren were beneficiaries by making inquiries in the county of the probate court...
Archived
Question regarding death certificate
Ivette's answer
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Answered on June 08, 2014
Hello,
Since he died in Mexico, you would need to check with the Mexican authorities. It is recommended that you start with the Mexican Embassy...
Archived
Is it legal for a family member who is a lawyer to do another family members last will and testament?? HELP!!
Ivette's answer
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Answered on June 08, 2014
Hello,
You need to establish if your Mom left a Will. If yes, then who is the Executor. If you are a beneficiary, then you should be able to...
Archived
During divorce decree can spouse sue for my life insurance policy? I live in Indiana.
Ivette's answer
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Answered on June 08, 2014
Hello,
As to the general life insurance company policies, if your parents still own the policy then it is not part of your assets. If they...
Archived
Illegal insurance policy
Ivette's answer
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Answered on June 08, 2014
Hello,
First you should contact the police about the potential threats against you.
Then you should contact the life insurance company & tell...
Archived
Married couple. Revocable living trust including irrevocable bypass sub-trust--when to fund bypass?
Ivette's answer
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Answered on June 07, 2014
Hello,
Please note that the living trust sets up the framework for the bypass credit trust, survivor and family trusts for establishment after...
Archived
Death of Grandmother in 2005, copy of will and trust not provided to previously listed beneficiaries
Ivette's answer
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Answered on June 07, 2014
Hello,
In addition, if your Grandmother's Will was probated you can see how her assets were distributed.
If you are a beneficiary of your...
Archived
My mother was diagnosed by her doctor as being incompetent due to dementia, agitability,and confusion. Can she sign legal papers
Ivette's answer
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Answered on June 07, 2014
Hello,
Since your Mom was diagnosed by a doctor as being mentally incompetent any subsequent documents she executed are invalid. You may need...
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