Conch Key, FL Estate Planning Law Firms & Lawyers

Based on your question, it sounds as if there is a probate proceeding pending. If this is the case, you can file a petition with the court asking that the judge order your sister to provide a complete accounting and, if she refuses to cooperate, to remove her as the personal representative of the estate. This is assuming, of course, that you are indeed a beneficiary of the estate (i.e., you were specifically named in the will or you are an heir-at-law if there was no will). You may wish to speak with a Wisconsin attorney regarding your legal options within this estate.

Yes you can amend your trust as to any provision or revoke the whole thing; however amendment is pretty simple and straight forward. Yes you can change attorney at anytime you desire; you do not have to go back to the last attorney that prepared the trust or trust amendments. Choose an individual that prepares estate plans which includes trusts; and interview attorneys until you find one you are comfortable with. You will need to take your original document binder to the new attorney; if the last lawyer has your original documents, you need to request and obtain those documents before you interview your new counsel.

The Personal Representative, with the assistance of their legal counsel, can make a determination if the property is homestead. If it is felt it is, then a court order declaring it homestead is necessary. If not sure, then you file a petition with the court on your best determination and let the court decide. If not, then no court order is needed. However, if the beneficiary tries to sell the property and a title agent later determines that it could be or is, then you will have to go back to court to get an order.