Your description of the facts raises questions in my mind. The simple answer to your direct question is answered - a Personal Representative cannot...

I agree with Mr. Longyear that the best practice is to periodically review not only whether your estate planning documents remain consistent with...

See below?

I agree with Dalynne. TEDRA allows for Nonjudicial agreements to be entered into if all interested parties unanimously agree. This would include...

What rights do I have as a beneficiary on an irrevocable trust out of NC?

Mr. Longyear is correct that trust laws are state specific and neither he nor I are licensed in NC, presumably the state whose laws govern. My...

How long does 2 beneficiaries have to wait for the 3rd beneficiary to sign release of account funds?

Maybe I'm missing something here about this particular kind of TOD account, or perhaps the financial institution has unusual rules. My...

I have been named as Successor Trustee in my Mom's Living Trust

That choice is your mother's. I am not licensed in CA, so I don't know if the law is the same, but here in WA the authority to transfer assets into...

My mother died in Seattle wa. about 15 years ago my older brother said she left no will and so the house was his. true?

I agree with Mr. Nguyen that if your mother dies without a will the intestacy statute would govern the disposition of probatable property. If she...

Wills and probate ...is it common for a lawyer to add Article X. Consideration ... to a will

I agree with Allison Foreman. It is unusual for spouses to make mutual contractual wills, but when they do the contract contained in the wills must...

Do I have to get a certified appraisal of real estate value for my brother's estate?

Assuming you will not have to file an estate tax return to the State of Washington or the IRS and will sell to a third party through a realtor...

Am I entitled to my dad's money left in bank?

The first thing to determine is how the account is titled. If it is only in your father's name it is a probate asset and if you are his only heir...