My mother remarried about 25 years ago. She did a Pre-nuptial Agreement. She also had a Last Will done. I am my mother's only child. I was just recently told by the Executor of her Estate that my mother "did not sign her Prenuptial Agreement," nor did she get it recorded. In all honestly my mother isn't the brightest toothpick in the bunch and it is my sincerest belief that she just totally forgot about it. My mother owns 8 rental properties. She is now 94 years old and is in a home. In her Will the rental properties are to all be sold. I am to inherit 70% of her estate which is worth 1.3 Million Dollars. The Executor and Power of Attorney of her estate told me that because this is a Community Property State, and because she didn't sign that Prenuptial Agreement, then her husband will get 1/2 of the net profits from the sale of all of my mothers rental homes. Is this true??? That being the case then does the Prenuptial Agreement make her Will "stating" I will receive 70% of the profits from the sale of her rentals Null and Void????
Who is the executor, who apparently also is proxy under a POA? And BTW, there is no POA for an estate; it's either an Executor, Executrix, or more recently, a Personal Representative. But if there's a Trust, the individual managing it would be either the maker (Settlor), or a Trustee.
That's not a criticism; these are confusing issues, and that's why you need a real attorney, not advice from posters on a forum. The situation is just too unclear.
Given the size of the estate, the questions you have, I really think you need to see an estate planning attorney who also handles Living Trusts, or a certified elder law attorney, and get advice from someone who actually practices in this field.
She/he can also help explain the function of the various documents. The issues you raise really need that kind of specificity.
If so, no executor is appointed by probate court until after mom dies; and who is named executor can be challenged; and the type of executor format named could be a “Dependent Executor Administration” which means every action is court supervised.
Anyone who is calling themselves her “executor” is Either imo:
- clueless about what an executor is
OR
- is deliberately lying to you to intimidate you. If you have any correspondence from them that read they are “executor”, make copies and put a set in a safe place. If this is just been verbal, get them to say all this again WHILE you are recording the conversation AND have it on speakphone with someone else in the room listening to it.
1.3M scattered into properties and who knows what else, will not be a simple Estate to deal with. It’s not ever in my experience as an executor 3 times to be a DIY. If it were me, I’d just be planning on hiring my own probate attorney who does litigation and proactively meeting with them now ahead of moms death. You want Your atty at the ready to file challenges onto the docket that your moms estate will be. It has to be probate atty who does litigation, this is not what most probate guys do. The retainer will be somewhat More, but there are assets out there if you needed to do a contingency representation agreement.
Id be very concerned that if this person has dpoa that they have or may try to do paperwork to shift assets..... like move ownership from in your moms name to go into a Trust, or LLC, or sell property now so that proceeds of the sale then goes into joint bank accounts so now community property.... basically doing things so that those assets are no longer under the terms of a will. Stuff like this can get tracked but for most of us, it is not in our wheelhouse to do and do correctly. Probate attys have forensics associates who do this type of research routinely.
I’d also be concerned if they are all about doing whatever for the benefit of your mom’s husband to the detriment of your mom. If this might can be established, you can hire an attys. to go after guardianship for mom and then that guardian gets to deal with moms property.
Really to me you need an atty to proactively start looking into your moms lifestyle and assets. I’d start with finding a probate atty as there’s goin g to be Estate property to deal with, so you’ll need probate no matter what. They will know of guardianship guys. Both are heard in probate court, in my experience. It will be a somewhat small group that do the majority of cases..... probate guys will know guardianships guys. Good luck.
You would not be entitled to see it unless mom wanted that to happen.
You can ask attorneys questions on AVVO at no charge. Responses may come from anywhere in the country, though and would not necessarily apply to the state you are in. You need to see an attorney.
What is stepdad's health status? Mom's assets may very well be paying for his care as well.
You can ruin your life worrying about or counting on an inheritance that may never happen.
Good Luck with this.
Every state is different as is each situation. I think what you need is a lawyer on your side. If the property is worth as much as you say, then it will be worth it.
https://ez-probate.com/learn/resources/what-is-community-property-and-how-does-it-affect-probate/
Do you mean her last will and testament? Because that is what would decide how her estate dealt with when she passes. Hopefully she signed that.
You can always schedule a consultation with an elder law attorney, www.nelf.org can help you find a certified elder law attorney in your area.
Sweetheart, you really need to get on with your life and not worry about what you will get when your mom dies.
If you have never had any good relationship with her you really can't count on getting anything. She would disinherit you just because she is who she has always been with you.
So I guess if you are questioning a Will Mom never disinherited you. I would not listen to a POA. Is this POA/Executor a lawyer? If not they aren't I would not take their word for anything.
I answered my last question thinking Mom was gone. I really don't think you need to worry about anything until Mom passes and her Will probated. There is a timeline for a Will. In my State it can't be closed for 8 months. Longer if contested. You are just going to need to wait until the Will is probated. Since Moms estate is large, the Executor (if not a Lawyer) will probably need to hire a Lawyer to help Probate the will. Like I posted earlier, if Mom came into the marriage owning property, it not part of the marital property. But there is nothing u can do until the Will is probated.