I am the executor of my mom's estate in California there has been no probate proceedings by a court. but her will was filed in the court.
She has a IRA and I was told I can use a Small Estate Affidavit to claim the money in my name. My question is can I claim the money then distribute it to the other heirs for do each of the heirs need to sign the affidavit and have the bank distribute the funds. The problem is the heirs resided in different states,
She has a IRA and I was told I can use a Small Estate Affidavit to claim the money in my name. My question is can I claim the money then distribute it to the other heirs for do each of the heirs need to sign the affidavit and have the bank distribute the funds. The problem is the heirs resided in different states,