What is the name of your state? MN
My mom recently passed away. She was widowed and put most of her assets into a irrevocable trust. She only has a bank account, an IRA, and a car in her name. She has a will specifying myself and my only other sibling as "personal representatives".
So does that make me the executor of her estate?
Is there a document I need, other than the will, that I need to use to take control of her accounts and transfer title on the car?
The DMV said there is, but couldn't tell me what document I needed to bring in (go figure). We are listed as beneficiaries on the IRA, but there is confusion on the bank account (paperwork snafu on the part of the bank). The bank account has over 20k in it - apparently the threshold for just taking it.
I'm very confused on the process and if I can call myself the "Executor", and about how I prove that I'm the "Executor". I know my Mom did everything to avoid probate and I'm trying to wrap this up ASAP. Any advice appreciated. TIA.
My mom recently passed away. She was widowed and put most of her assets into a irrevocable trust. She only has a bank account, an IRA, and a car in her name. She has a will specifying myself and my only other sibling as "personal representatives".
So does that make me the executor of her estate?
Is there a document I need, other than the will, that I need to use to take control of her accounts and transfer title on the car?
The DMV said there is, but couldn't tell me what document I needed to bring in (go figure). We are listed as beneficiaries on the IRA, but there is confusion on the bank account (paperwork snafu on the part of the bank). The bank account has over 20k in it - apparently the threshold for just taking it.
I'm very confused on the process and if I can call myself the "Executor", and about how I prove that I'm the "Executor". I know my Mom did everything to avoid probate and I'm trying to wrap this up ASAP. Any advice appreciated. TIA.