Legal Question in Wills and Trusts in Florida
Jwtros
My Grandfather passed away one year ago.
He had 2 children and 3 grandchildren. His estate is divided as 1/3 to each child and the remaining third to the grandchildren (1/9 each). My mother is executing this estate and has set up accounts to put this inheritence (various stock). Recently I began receiving statements about a joint account listing BOTH my mother and myself as JWTROS. None of the other accounts are set up this way, only mine. I believe she is trying to retain control of my money for personal reasons. She is being evasive and not answering any questions.
1) What can I do to get her off this account?
2) Am I entitled to know exactly what I am getting and when?
2 Answers from Attorneys
Re: Jwtros
First, you need a copy of the will. Then you need to take it to a lawyer to answer your questions. If I can help further, call me.
Bernie Berkowitz
973-808-2003
Re: Jwtros
Assuming that you are an adult and that the estate is being administered in Florida, you are advised to review the last will to determine whether your mother is acting in accordance with the will. JTWROS likely applies to real property. Is your 1/9 share fairly represented by your joint interest in the property? Your mother may have received her share and your share of the estate in the form of real property. Since any objections to distribution in probate are subject to time limits, you are advised to consult an attorney for review of the will, probate or trust documents, if any, and other documents relating to property distribution.
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