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What is the name of your state? Pennsylvania
I've done all the tasks for settling my dads estate except the family settlement agreement and distributing the assets. I would like to see a sample family settlement agreement form.
Unfortunately this appears to be a closely guarded secret document.
Mistake 1?
I am the executor of my dads estate . Dad passed away 10/26/2018, leaving an IRA approx( $11000.00) with named beneficiaries as us three siblings. Unbeknownst to me until now, eight days after his death the bank took an annual distribution of $6900.00 putting it in his joint checking...
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