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Estate Trust Management Steps
Summary
If theres no will, start probate in Oregon where your father passed. Consult a probate attorney licensed in both Texas and Oregon. For your daughters trust issue, she should formally request an accounting from the trustee. This involves sending a written request with her contact details and a clear statement of her request. Trustees generally have 30 to 60 days to respond. If Edward Jones is unresponsive about your roommates inheritance, ensure they have the necessary documentation and consider consulting a probate attorney. For legal forms, websites like Rocket Lawyer, LegalZoom, and Nolo can be helpful.Full Conversation
yes that would be awsome one that is licensed in texas and oregon?
Sure, I can help with that. Just need some more details to connect you with the right attorney.
Can you please provide your phone number?
Can you please provide your phone number?
*
Got it! To connect you with an attorney licensed in both Texas and Oregon, I'll need a bit more information.
Could you please provide your name?
Could you please provide your name?
Tya Hansen
Case Rating: *
Would you like to be connected to local lawyers who can better assist you with your case?
Can you provide your email address?
Would you like to be connected to local lawyers who can better assist you with your case?
Can you provide your email address?
hansentya69@gmail.com
Thank you for all the details. We will have a top rated lawyer in your area contact you shortly.
For your records below is the information I gathered
Name: Tya Hansen
Email: 3609099428none@none.com
Phone: *
Zipcode: *
Reason: Trying to obtain father's estate. Father passed in Oregon, estate attorneys in Texas, no obtainable will.
From: FreeLawChatCom
Is there anything else I can help you with?
yes also my daughters father passsed she is legally his daughter. His familIy knows this. She signs lease documents for them to pump but she never is sent royalties. she is * now and wants her money he owned property in Louisiana that produces oil. her fathers sister is the trustee for my daughters moneies. they are reluctant to give her any monies and this is in orfegon where the aunt lives and my daughter lives in beaverton oregon.
Case Rating: *
It sounds like your daughter may have a strong case for receiving the royalties she is entitled to. Here are some steps she can consider:
- Contact the Trustee: Your daughter can formally request an accounting of the trust assets and distributions from the trustee (her aunt).
- Review Trust Documents: Ensure she reviews the trust documents to understand her rights and the trustee's obligations.
- Consult an Attorney: Given the complexities of trust and estate law, it might be beneficial to consult an attorney who specializes in trusts and estates, especially with property in multiple states.
Would you like help connecting with a local attorney who can assist with this trust issue?
It sounds like your daughter may have a strong case for receiving the royalties she is entitled to. Here are some steps she can consider:
- Contact the Trustee: Your daughter can formally request an accounting of the trust assets and distributions from the trustee (her aunt).
- Review Trust Documents: Ensure she reviews the trust documents to understand her rights and the trustee's obligations.
- Consult an Attorney: Given the complexities of trust and estate law, it might be beneficial to consult an attorney who specializes in trusts and estates, especially with property in multiple states.
Would you like help connecting with a local attorney who can assist with this trust issue?
yes near beaVERTON WOULD BE GREAT THANKYOU
Case Rating: *
Sure thing, Tya! To connect your daughter with a local attorney in Beaverton who specializes in trusts and estates, I'll need a bit more information.
Could you please provide your daughter's phone number?
Sure thing, Tya! To connect your daughter with a local attorney in Beaverton who specializes in trusts and estates, I'll need a bit more information.
Could you please provide your daughter's phone number?
Im sorry but I cant give that out at the moment. I need to let her know first and shes unavilable at the moment. Tomorrow though I can give her a number to call if i may
Case Rating: *
Absolutely, Tya! It's important for your daughter to be aware and involved in this matter. Please have her reach out when she's ready. If there's anything else you need help with in the meantime, feel free to ask!
Absolutely, Tya! It's important for your daughter to be aware and involved in this matter. Please have her reach out when she's ready. If there's anything else you need help with in the meantime, feel free to ask!
yes can you recommend an attorney in beaverton oregon please
Case Rating: *
I can certainly help with that. Here are some steps your daughter can take:
- Contact the Oregon State Bar: They can provide a list of attorneys who specialize in trusts and estates in Beaverton.
- Search Online: Websites like Avvo, Martindale-Hubbell, or the Oregon State Bar directory are great resources to find local attorneys.
If you need contact details for specific local attorneys, feel free to ask!
I can certainly help with that. Here are some steps your daughter can take:
- Contact the Oregon State Bar: They can provide a list of attorneys who specialize in trusts and estates in Beaverton.
- Search Online: Websites like Avvo, Martindale-Hubbell, or the Oregon State Bar directory are great resources to find local attorneys.
If you need contact details for specific local attorneys, feel free to ask!
thankyou also is there any sight that for either of these cases like rocket lawyer than can help with filling out forms?
Case Rating: *
For both your father's estate issue and your daughter's trust issue, websites like Rocket Lawyer can be helpful for filling out forms. Additionally, you might consider:
- LegalZoom
- Nolo
- LawDepot
These sites offer various legal documents and resources that might be useful for your situation. If you need further assistance, feel free to ask!
For both your father's estate issue and your daughter's trust issue, websites like Rocket Lawyer can be helpful for filling out forms. Additionally, you might consider:
- LegalZoom
- Nolo
- LawDepot
These sites offer various legal documents and resources that might be useful for your situation. If you need further assistance, feel free to ask!
thankyou
Case Rating: *
You're welcome, Tya! It sounds like you have some complex legal issues, so it's great you're seeking help. For filling out forms, Rocket Lawyer, LegalZoom, Nolo, and LawDepot are good resources. If you need any more assistance, just let me know!
You're welcome, Tya! It sounds like you have some complex legal issues, so it's great you're seeking help. For filling out forms, Rocket Lawyer, LegalZoom, Nolo, and LawDepot are good resources. If you need any more assistance, just let me know!
gooddday
Case Rating: *
Hi Tya! It sounds like you have some important legal matters to handle. Here are some steps and resources for your situation:
*. Your Father's Estate:
- Locate the Will: Keep trying to locate any copy or information about the will.
- File for Probate: You will likely need to file for probate in Oregon.
- Consult a Probate Attorney: Since you mentioned needing an attorney licensed in both Texas and Oregon, I recommend getting in touch with the Oregon State Bar for a referral.
*. Your Daughter's Trust and Royalties:
- Contact the Trustee: Your daughter should formally request an accounting of the trust.
- Review Trust Documents: Ensure she understands her rights.
- Consult an Attorney: She should consult with a local attorney specializing in trusts and estates.
For forms and basic legal information, websites like Rocket Lawyer, LegalZoom, and Nolo can be helpful. If you need more specific attorney recommendations or further assistance, feel free to ask!
Hi Tya! It sounds like you have some important legal matters to handle. Here are some steps and resources for your situation:
*. Your Father's Estate:
- Locate the Will: Keep trying to locate any copy or information about the will.
- File for Probate: You will likely need to file for probate in Oregon.
- Consult a Probate Attorney: Since you mentioned needing an attorney licensed in both Texas and Oregon, I recommend getting in touch with the Oregon State Bar for a referral.
*. Your Daughter's Trust and Royalties:
- Contact the Trustee: Your daughter should formally request an accounting of the trust.
- Review Trust Documents: Ensure she understands her rights.
- Consult an Attorney: She should consult with a local attorney specializing in trusts and estates.
For forms and basic legal information, websites like Rocket Lawyer, LegalZoom, and Nolo can be helpful. If you need more specific attorney recommendations or further assistance, feel free to ask!
yes i could use more specific attorney reccommendations
Case Rating: *
Hi Tya, for specific attorney recommendations in Beaverton, Oregon, you can consider the following options:
- Oregon State Bar Lawyer Referral Service: They can help you find a local attorney specializing in trusts and estates.
- Online Directories: Websites like Avvo, Martindale-Hubbell, or the Oregon State Bar directory are great resources for finding local attorneys.
Would you like me to look up contact details for specific attorneys in Beaverton?
Hi Tya, for specific attorney recommendations in Beaverton, Oregon, you can consider the following options:
- Oregon State Bar Lawyer Referral Service: They can help you find a local attorney specializing in trusts and estates.
- Online Directories: Websites like Avvo, Martindale-Hubbell, or the Oregon State Bar directory are great resources for finding local attorneys.
Would you like me to look up contact details for specific attorneys in Beaverton?
ok thankyou
Case Rating: *
You're welcome, Tya! Given the importance of these matters, consulting with local attorneys will be crucial. For specific attorney recommendations in Beaverton, you can:
- Contact the Oregon State Bar Lawyer Referral Service
- Use online directories such as Avvo, Martindale-Hubbell, or the Oregon State Bar directory
If you need any more assistance, feel free to ask!
You're welcome, Tya! Given the importance of these matters, consulting with local attorneys will be crucial. For specific attorney recommendations in Beaverton, you can:
- Contact the Oregon State Bar Lawyer Referral Service
- Use online directories such as Avvo, Martindale-Hubbell, or the Oregon State Bar directory
If you need any more assistance, feel free to ask!
also my roommate his parents passed. they had monis in edward jones. are edward jones required to give him full accounting of his fathers initiating the contracgts with edward jones and inversting in * with them
Case Rating: *
Edward Jones should provide information regarding the accounts to an authorized individual, such as your roommate, if he is the executor or a beneficiary of the estate. This usually involves:
- Providing a death certificate
- Proof of executor/beneficiary status
- Requesting specific account information
Has your roommate been appointed as the executor or administratively responsible for the estate?
Edward Jones should provide information regarding the accounts to an authorized individual, such as your roommate, if he is the executor or a beneficiary of the estate. This usually involves:
- Providing a death certificate
- Proof of executor/beneficiary status
- Requesting specific account information
Has your roommate been appointed as the executor or administratively responsible for the estate?
yes he has but edward jones has not listened and provided the ingormation
Case Rating: *
If your roommate is the executor, Edward Jones should provide account details. Here are steps to follow:
- Provide Documentation: Ensure Edward Jones has the death certificate and proof of executor status.
- Formal Request: Submit a formal written request for account details.
- Consult an Attorney: If Edward Jones continues to be unresponsive, consulting a probate attorney might help.
Would you like assistance in finding a probate attorney?
If your roommate is the executor, Edward Jones should provide account details. Here are steps to follow:
- Provide Documentation: Ensure Edward Jones has the death certificate and proof of executor status.
- Formal Request: Submit a formal written request for account details.
- Consult an Attorney: If Edward Jones continues to be unresponsive, consulting a probate attorney might help.
Would you like assistance in finding a probate attorney?
in my daughters case how does she formally request and accounting of the trust does she send them corrospondence with legal fomatting? and how long is fair that a judge would see in regards to them responding in a timely manner?*
Case Rating: *
Sure, here's how your daughter can proceed:
- Formal Request: Your daughter should send a formal written request to the trustee. This should be a letter requesting a full accounting of the trust. It should include:
- Her name and contact information.
- A clear statement of her request for an accounting.
- Reference to the relevant trust document, if available.
- Legal Formatting: While it's not strictly necessary to use legal formatting, it can help to make the request look more formal and serious. She can use templates available online from resources like Rocket Lawyer or LegalZoom.
- Response Time: In Oregon, the trustee is generally required to provide an accounting within a reasonable time frame. This is often interpreted as * to 60 days, but it can vary based on the complexity of the trust and the specific situation.
Would you like help connecting with a local attorney who can assist with drafting this request?
Sure, here's how your daughter can proceed:
- Formal Request: Your daughter should send a formal written request to the trustee. This should be a letter requesting a full accounting of the trust. It should include:
- Her name and contact information.
- A clear statement of her request for an accounting.
- Reference to the relevant trust document, if available.
- Legal Formatting: While it's not strictly necessary to use legal formatting, it can help to make the request look more formal and serious. She can use templates available online from resources like Rocket Lawyer or LegalZoom.
- Response Time: In Oregon, the trustee is generally required to provide an accounting within a reasonable time frame. This is often interpreted as * to 60 days, but it can vary based on the complexity of the trust and the specific situation.
Would you like help connecting with a local attorney who can assist with drafting this request?
the clear statement should read how?
Case Rating: *
Sure, here's a sample clear statement for your daughter's formal request for an accounting of the trust:
---
[Your Daughter's Name]
[Your Daughter's Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
[Trustee's Name]
[Trustee's Address]
[City, State, Zip Code]
Dear [Trustee's Name],
I am writing to formally request a full accounting of the trust established by [Father's Name]. As a beneficiary of this trust, I am entitled to an accounting of the trust's assets, income, expenses, and distributions.
Please provide the following information:
- A detailed list of all trust assets and their current values.
- A record of all income received by the trust.
- A list of all expenses and distributions made from the trust.
- Copies of all relevant financial statements and documents.
I would appreciate receiving this information within 30 days of this request. If there are any issues or delays, please inform me promptly.
Thank you for your attention to this matter.
Sincerely,
[Your Daughter's Name]
---
Would you like help connecting with a local attorney to assist with this request?
Sure, here's a sample clear statement for your daughter's formal request for an accounting of the trust:
---
[Your Daughter's Name]
[Your Daughter's Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
[Trustee's Name]
[Trustee's Address]
[City, State, Zip Code]
Dear [Trustee's Name],
I am writing to formally request a full accounting of the trust established by [Father's Name]. As a beneficiary of this trust, I am entitled to an accounting of the trust's assets, income, expenses, and distributions.
Please provide the following information:
- A detailed list of all trust assets and their current values.
- A record of all income received by the trust.
- A list of all expenses and distributions made from the trust.
- Copies of all relevant financial statements and documents.
I would appreciate receiving this information within 30 days of this request. If there are any issues or delays, please inform me promptly.
Thank you for your attention to this matter.
Sincerely,
[Your Daughter's Name]
---
Would you like help connecting with a local attorney to assist with this request?
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