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AV Preeminent Peer Rated Attorneys
Vernon Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Vernon Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
  • 189 Taft Avenue, Frankfort, NY 13340

  • Law Firm with 1 lawyer3 awards

  • New York Family Law and Estate Planning Attorney serving Utica for 20 years. Call TODAY for a Consultation.

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Malorie Carbone
Estate Planning Lawyer
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  • 201 W. Dominick St, Rome, NY 13440

  • Law Firm with 1 lawyer1 award

  • A law firm practicing estate planning law.

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Jeffrey Rheinhardt
Estate Planning Lawyer
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  • 128 Main St., Oneida, NY 13421-1678

  • 6273 Skinner Rd., Rome, NY 13440

  • 85 1/2 Albany St., Cazenovia, NY 13035

  • 298 Genesee St, Utica, NY 13502-4620

  • 11 Lincklaen Street, Cazenovia, NY 13035

  • 46 N. Park Row, Clinton, NY 13323-1536

  • 282 Genesee St., 1st Fl., Chittenango, NY 13037

  • 1417 Genesee St., Utica, NY 13501

  • 211 N. George St., Rome, NY 13440

  • 7723 State Route 20, Sangerfield, NY 13455

  • New Hartford, NY 13413

  • 97 West St., Ilion, NY 13357-2253

  • 8703 Turin Road, Rome, NY 13442-0509

  • 2219 Genesee Street, Utica, NY 13501-5903

  • 320 North George Street, Rome, NY 13442-0928

  • 298 Genesee Street, Utica, NY 13502

  • Cazenovia, NY 13035

  • 112 Farrier Ave., Oneida, NY 13421-1637

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Looking for Estate Planning Lawyers in Vernon?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

CLIENT RECOMMENDED
75 %

80 Client Reviews

PEER REVIEWS
4.2

150 Peer Reviews

Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

How do I get money from my mother's account if I am the beneficiary?

James Brian Thomas
Answered by attorney James Brian Thomas (Unclaimed Profile)
Estate Planning lawyer at Burdette & Rice, PLLC
It depends entirely on how you are the beneficiary. Many bank accounts are created with their own beneficiary designations, and they are sometimes called payable on death or "POD" accounts. If that's what you're dealing with, all you should have to do is present the bank with proof of the death and your identity. If you mean that you're a beneficiary under a Will or Trust, the process gets quite a bit more involved and depends on many facts that you don't really spell out in your question.
It depends entirely on how you are the beneficiary. Many bank accounts are created with their own beneficiary designations, and they are sometimes called payable on death or "POD" accounts. If that's what you're dealing with, all you should have to do is present the bank with proof of the death and your identity. If you mean that you're a beneficiary under a Will or Trust, the process gets quite a bit more involved and depends on many facts that you don't really spell out in your question.
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Do I have to sign anything at all?

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Answered by attorney Edward L. Armstrong (Unclaimed Profile)
Estate Planning lawyer at Edward L. Armstrong, P.C.
Are there other assets in your mother's estate? Was there an estate opened in probate court in the county where your mother resided at the time of her death? If an estate was opened (normally this would need to be done to effect a transfer of title on the real estate) normally the personal representative would wait six months (the period during which claims against the estate could be filed) before distributing anything. If the estate was to be divided equally, the only way to do this would be to sell the house and divide the proceeds. If there were other assets your estranged broth could request the house but he would either have to pay into the estate to make up the difference to you and your other siblings or he would have to agree to forgo any interest he may have in other estate assets to make up the difference so that all siblings would received an equal amount. You should retain counsel for this.
Are there other assets in your mother's estate? Was there an estate opened in probate court in the county where your mother resided at the time of her death? If an estate was opened (normally this would need to be done to effect a transfer of title on the real estate) normally the personal representative would wait six months (the period during which claims against the estate could be filed) before distributing anything. If the estate was to be divided equally, the only way to do this would be to sell the house and divide the proceeds. If there were other assets your estranged broth could request the house but he would either have to pay into the estate to make up the difference to you and your other siblings or he would have to agree to forgo any interest he may have in other estate assets to make up the difference so that all siblings would received an equal amount. You should retain counsel for this.
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What do we do as their children to claim some type of ownership to this property?

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Answered by attorney Victor L. Waid (Unclaimed Profile)
Estate Planning lawyer at Law Office of Victor Waid
You are advised to obtain a probate litigation lawyer who can file a petition to partition the property to have the property sold and the proceeds divided according to your inheritance interest. This type of action can be filed in a probate court or as a civil law suit in the civil court. A probate court is recommended.
You are advised to obtain a probate litigation lawyer who can file a petition to partition the property to have the property sold and the proceeds divided according to your inheritance interest. This type of action can be filed in a probate court or as a civil law suit in the civil court. A probate court is recommended.
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