We have 2 timeshares. One is based in California and the other is in Arizona. We have a revocable trust in California. What criteria do we need to apply to this question?
Are the timeshares deeded properties or points? Deeded properties can be transferred into your trust via a new deed. Other types of timeshares will be governed by the timeshare agreement/contract so contacting the timeshare company would be the best place to start.See question
My step sister contacted me before and after my step mother passed so she knew where i was (in another state) but i never heard anything. Recently the house my father and step mother owned was sold am I entitled to part? Thank you
The answer to your question depends upon a number of things. I agree that the first step would be to obtain a copy of grant deed for the property to find out how it was titled when your stepmother passed away. That titling will determine how the property will be transferred, via probate or operation of law. Then the Will dictates who the beneficiaries are if the property is to be transferred via probate. Please feel free to contact my office directly if you would like to discuss in detail. (800) 818-3954See question
I'm the only person that she relys on to take care of everything for her in her life. Doctor's appt.s, financial responsibilities, errands, etc. Now that she's hard of hearing and it's getting hard for her to get around, I need a document that wi...
I agree with the previous answer except in California we generally use two documents; a Durable Power of Attorney for Finances and An Advance Healthcare Directive.See question
little money available up front to proceed with lawyer
Also keep in mind that the attorney's fees are paid when the probate closes, not up front.See question
Polices in the safe with her living trust how can I find out about the polices if he wont show me the papers she had.
Are you a beneficiary under the living trust? If so, you have certain rights an attorney can help you pursue. If you would like to discuss this in more detail, please call my office at 800-818-3954 to schedule a free consultation.See question
My wife died last month, she was a heart transplant patient. She has an traditional IRA. I went to the Bank to get info on it. They told me I was the beneficiary, but it had been changed to her son and daughter. Shouldn't I have had to sign a fo...
My office has experience with these types of claims and would be happy to offer you a complimentary consultation to discuss the facts in detail. Please call my office at 800-818-3954 if you would like to schedule that appointment.See question
Her estate is worth approx $170k. She has a house with a mortgage @ $69k - house value $190k. Her physical debt (credit cards ect..) is about $10K. Life Ins..$10k. Since I am her only child, (no spouse) can I myself file intestate.
If you are interested in finding out more about the Probate process, please contact my office directly to schedule a free consultation. Keep in mind that even if you decide to hire an attorney to represent you in probate, there are no upfront costs and the attorney does not receive their fee until after the Probate is completed. We would be happy to assist you in this matter and make the process as painless as possible. (800) 818-3954See question
its a $100,000 life inssurace of my daughters father that passed away 11 years ago
Based upon your question, I am assuming that your daughter was named as the beneficiary on her father's life insurance policy. If that is the case, most likely in order to make a claim on her behalf, you would have to petition the court to become Guardian of the Estate to be able to legally take control of the funds for her because she is still a minor. This could be a relatively straight forward process, however, I do recommend that you hire an attorney to assist you with this process. I have attached a link to free information provided by the California Court System about Guardianships. Please contact my office directly if you have more specific questions. (800) 818-3954. Good luck.See question