May 2019 Archives

Most people don't know what they'll inherit from their parents

One potential reason for a will contest is simply that the child does not think the will accurately reflects what their parents owned or what they should get. If you've spent the last decades assuming you'll inherit around $500,000 -- maybe even spending some of that money mentally before you get it -- and then the will leaves you just $25,000, you're likely going to think there's a problem.

Do you suspect an executor has breached his or her duty?

Because an incapacitated or deceased person cannot handle his or her own affairs, someone else is typically in charge of certain matters. For instance, a loved one may have appointed an executor to handle his or her remaining affairs in the event of death. If the chosen person accepts the role of executor, that individual now has a fiduciary duty.

Who's entitled to see a living trust after a loved one dies?

A loved one has passed away. You know they had an estate plan that included a living trust. You believe you were one of the beneficiaries of that trust or they told you that you were. Do you have a right to see it now that they've passed away?

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