the info I discussed above is from a will drafted and properly signed a few years ago by a respected attorney, so there's nothing hinky going on. The person is in the final stage of dying under hospice care at home. I have been her financial manager for years and is listed as the executor, so I anticipate being approved upon filing with the court. The list of items and to whom they should go after her death was an idea drawn up by her hospice social worker. If I should wait until her death to ask these questions, then tell me.
Another question: She had a previous will drafted and signed that dissolved a trust and included a separate notarized document that gave one of her daughters ownership of all personal property. The document describes the property in general and ends the paragraph saying 'in accordance with the terms of the trust'. The latest will states that all prior wills are revoked, splitting property like I stated 60/40 between two heirs . Is the older separate document valid at all, since it was drafted to avoid any property going thru probate?
Like I said above, we're only talking $2000 in property so it would cost me almost that much to hire an attorney. The only difference is if her daughter owns it (from the previous document) , she could distribute it per the wishes of the decedents' recently drafted property list. She made these documents years ago on advice from her attorney to avoid probate, so if the older document is valid, then I can file and avoid probate since she won't have any assets.