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    1. M

      Trust document vs. pour over will

      What is the name of your state?Texas I am the TTEE of a trust created by a pour over will and in the process of collecting death benefits on policies and variable annuities. All companies have processed the claims I filed except one. It has refused my documents and trust account info.The...
    2. M

      Trust Document

      What is the name of your state?TX I am the TTEE of a trust and also the beneficiary of a policy in the trust. I am trying cash in a policy to move it to another investment but the company will not except my credentials and keeps asking for a trust document. All other holdings with other...
    3. M

      Wills and Trusts/Broker problems

      Thanks Dandy Don. I will let you know what I find out. I am seriously thinking of getting another attorney. I don't know how he can do his work if he can't keep up with his files.
    4. M

      Wills and Trusts/Broker problems

      Its a trust that was included under the terms and conditions of the will to take effect at the death of the person making the will. I think its called a Testamentory Trust. Its been filed and I have been granted complete control in a court by a judge. I presented my documents to the stock...
    5. M

      Wills and Trusts/Broker problems

      There is General Electric and an ING annuity plus a couple of hundred thousand in stocks with this broker. The broker is with a well known company. I will do as you say and see what I can find out. I dropped off all the information on the annuities?roll over at my attorneys office so he could...
    6. M

      Wills and Trusts/Broker problems

      What is the name of your state? Texas. I am the executor of and estate/trust and was told that there is supposed to be a $25,000.00 death benifit attached to an annuity owned by the deceased person and her son is the benificiary. When I contacted the broker he forwarded me to his secretary. When...
    7. M

      Is this going to get me in trouble?

      sounds to me like you just got your money back. How could that be trouble?I am not an attorney but have experience with this. If you volunteered to pay the funeral expenses and the money was left to cover it then you should be reimbursed.
    8. M

      inventory of personal property

      Thanks for your reply. And you are right. I am going to need a lot of luck. If I make it through probate and get the trust set up I am hoping to turn it over to someone to manage and I can just oversee it. As old as I am I may not live until the son is 67. Any suggestions?:)
    9. M

      the laws

      Is the estate in probate? I think the executor has to justify all expenditures. I am not an attorney and not from FL but I am an executrix of an estate in probate and I have to follow the letter of the law and make sure all items are acounted for, pay all bills of my freind that died including...
    10. M

      inventory of personal property

      Yes I have filed in a court and have my papers. I am trying to take possession of the estate but the 2 fighting 50 year old kids don't seem to realize it. The will reads that everything is willed to me to hold in trust to support the son until he is 67 years old. The daughter was cut out so she...
    11. M

      inventory of personal property

      Does the inventory of the personal property for an estate have to be precise? I took pictures as back up because family members have been removing items from the home. Is this legal? Heck if I know.:confused:
    12. M

      left out of the will

      I am no attorney but my mother went through this in reverse when my grandfather died. It was a drawn out process and the wife who survived him got a childs part of everything. The case was in OK but I think most courts look at it this way. The amount of years they were married may have some...
    13. M

      inventory of personal property

      What is the name of your state? Texas I am executrix of an estate and have to do an inventory of her personal household property. Not sure where to begin? and should I take pictures of everything?
    14. M

      Mess left by evicted renters

      I have no idea why someone would do this to any property. I know they were mad when the guys mom and dad quit supporting them. They were also trying to get all kinds of state money and services, anything to keep from working. They had depleted old fashioned welfare resources and I found a list...
    15. M

      Privacy between Broker and Client

      No power of attorney for her. She is not even executrix. I can't trust her.
    16. M

      Privacy between Broker and Client

      Thanks. I will ask broker and see what he says. I still can't believe they can just give my information to someone without my consent.
    17. M

      eviciting a tenant

      Franklin 2003 is right. Don't ask for money or they will stall. I am proof that you don't need a lawyer to evict. I got all the help I needed right here.
    18. M

      Property abandoned by tenants

      Thanks. I worried about this all weekend.
    19. M

      Property abandoned by tenants

      What is the name of your state? Texas I just completed evitiction of tenants on Friday. They left a house full of items plus appliances. The constable said when the items were carted to the street they were no longer anyones responsablility and disposal of them was between me and the city. The...
    20. M

      Mess left by evicted renters

      Farmer J and CaliCat, I found homes for all pets. Constable said he did not care what I did with them. He told me that in 15 years of doing his job this was the worse mess he has seen. He went into the house one time and refused to go back inside. I have Realsestate agent comming over to see...

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