Legal Question in Wills and Trusts in California

Creditors, asset and beneficiary

My mother passed away 6 months ago. She had various accounts left open including a heloc that we closed after her death. we signed joint tenancy before her death, so what if any taxes are there? She also has monies in other accounts, and she did not have me named as beneficary becuase she did not want me to know she took a LOC on the home. What do i need to do? How do I make all of this settled? What about her creditors? Since we found all of these items after the fact, how do we close the accounts? What are next steps? AM i liable as the only heir?


Asked on 7/15/07, 3:11 pm

1 Answer from Attorneys
Mitchell Roth MW Roth, Professional Law Corporation

Re: Creditors, asset and beneficiary

This question was submitted a second time and I responded to it. I hope you got the response.

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Answered on 7/22/07, 5:42 pm


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