Legal Question in Wills and Trusts in Georgia

I am awaiting a small inheritance from my aunt's will. She passed away in March 2011. The will was filed with the county in May, the Executor was sworn in on May 5, 2011, but the Debtors/Creditors notice in the newspaper was not posted until September. The attorney for the estate informed me that there was a 90 day waiting period after the posting in the newspaper before the items in the will could be distributed. That 90 day period has now passed. We have been told that everything should be completed by the end of January. I was told early on by the attorney to direct all correspondence to him and not the Executor of the will. I have mailed him one letter and have sent him one e-mail. In my e-mail to him I asked him when I would be receiving my check and gave him mailing instruction, that is all. The letter, which was mailed months earlier, was pretty much the same. Today I received a reply from the attorney to my e-mail and it was horribly ugly. He went on and on about things that I hadn't asked about. He also accused me of defaming his client (the Executor). The Executor wasn't mentioned in the e-mail or letter. He then wrote that I would be charged a fee by him if I continued in this manner (asking questions). He also informed me it was my fault that the will had not been completely wrapped up at this time. I haven't had anything to do with him or the Executor, except the two very short pieces of correspondence. Can the attorney charge me a fee for asking a question directly to him, as he directed me to do? Can asking a question cause problems in the completion of a will? Can he keep my inheritance for the fee, if he does charge me? Can he or the Executor hold my inheritance just for meanness? My aunt's granddaughter called me and asked me several things concerning the will and I told her she should contact her own attorney. If she told someone that I suggested that she contact an attorney and she did so, and that is the reason for the will taking so long to complete, could I be fined for that? The granddaughter has been told by the Executor not to speak to me again. Something is very wrong in this situation. Any advise would be appreciated. Thank you.


Asked on 12/29/11, 8:28 pm

1 Answer from Attorneys

I don't know have access to any of the documents nor do I know what the will says, what assets are in the estate, what claims were filed, if any, or where the estate was probated. I thus cannot really comment, although, if what you say is true, I would take a dim view of the attorney's actions. That really is not justified.

Since you are so close to having this wrapped up, I guess I would not say anything and hope for the best. If the estate is not settled by the end of January, then I would get your own attorney to make inquiry on your behalf. I also would check the court file to make sure that the estate is correctly probated, notice was published, and an inventory and accounting have been filed. It could be that the estate is waiting upon approval from the state/federal tax authorities. Even though estate taxes may not be owed, final income tax returns still need filed and have to be approved.

Can the attorney charge you a fee directly? No, as you are not the attorney's client. However, if the attorney chooses to respond to you, he will charge the estate. The estate pays the attorney's fee which is usually premised upon the amount of assets in the estate and any claims. Depending on where the estate is probated, the fee will either be set by statute or possibly by the clerk of court. Obviously, for every dollar the estate spends on legal fees that is one less dollar available for distribution to the heirs so indirectly you pay the fee.

Asking questions usually does not cause delay in completing the probate process, but like everything else, it depends on the particular circumstances and what kind of issues you raised.

No, neither the executor nor the estate attorney can withhold your inheritance for "

meanness." That said, I don't know what the will says, what assets are in the estate and what claims there are. Many things are left to the executor's discretion and it is conceivable that the executor could use this discretion to your disadvantage. Its also conceivable that the estate attorney could do some creative math and finagle more out of the estate and justify it. Its not ethical, but not all attorneys are ethical or professional.

I can't see how telling the granddaughter to contact an attorney in and of itself caused delay. Did the granddaughter actually contact one? If so, did the granddaughter just get advice or did this other attorney act on her behalf by filing something? If that happened, then that action caused the delay, not you telling the granddaughter to seek legal help. I can understand that the executor might be peeved if the granddaughter sought legal help over some issue (like raising a caveat or something) but that's too bad. It was the granddaughter's right to do that if she had grounds. If she did not and was advised of that by the attorney, then I don't see how that caused harm to the estate or delayed anything.

I would agree that something is not right here. That's why I suggest that you get a copy of the estate file and get your own probate lawyer. At least pay him or her a reasonable fee to look over everything and make sure that you did nothing wrong and give yourself some peace of mind or vindication.

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Answered on 12/29/11, 8:54 pm


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