What to do if prior to my uncle passing away he did a living Will for all of his assets except his insurance policy and stock investments?

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What to do if prior to my uncle passing away he did a living Will for all of his assets except his insurance policy and stock investments?

He listed my mother (his sister)and his other sister’s niece as beneficiaries. The attorney that my uncle assigned to complete the Will has been less than forthcoming with the details of the assets of the will but has asked the 2 beneficiaries to sign over their rights to the claim before it goes before the judge. My uncle assigned my brother as overseer of the Will and was asked to pay $2200 plus $1100 by the attorney once the Will is completed by the judge. Does this sound like standard practice for a basic Will?

Asked on May 22, 2013 under Estate Planning, Florida

Answers:

FreeAdvice Contributing Attorney / FreeAdvice Contributing Attorney

Answered 8 years ago | Contributor

Based upon what you have written about there seems to be something amiss with respect to the living Will that you have written about. As such, you should consult with a reputable Wills and trust attorney about the facts that you have written about. One in your locality can be found through attorneypages.com.


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