Legal Question in Wills and Trusts in Texas
Minor child no will.
Father died of heart attack age 39. Left no will. Minor child is listed first on insurance, 401k and all other forms. The grandmother is listed 2nd. The mother of the minor had recently lost custody of the child 13 years old. Since the fathers death the child has moved in with mother. This is the childs choice. The mother has a drug problem, the grandmother wants to assume joint say in the finances of the child, and be repaid all the money she has paid on burial fees, outstanding bills etc. I need to know what form covers this. I have a fixed income. The mother is sober right now and I can work with her. If you can help me this would save me alot of money.
2 Answers from Attorneys
Re: Minor child no will.
Get yourself to a lawyer immediately. You cannot take the child's money from the life ins policy and 401(k) to pay for funeral exps or for any of the dad's debts. Those are both exempt assests from creditor claims. Also child may be entitled to some social secuirty benefits until age 18
Re: Minor child no will.
You have a complicated legal matter that would have been much simpler and less expensive if there had been a will, but there is nothing you can do about that now. There is no single "form" to help you. You need a lawyer. There are two main goals in your request. First, you want to preserve the child's assets from wasting by the mother, and second, you want reimbursement for your expenses of burial. In order to preserve the child's assets, you need to file a lawsuit in probate court to request a guardianship. As guardian of the child's money, you can protect the insurance and 401K and manage any social security benefits due to the minor child. You may be guardian of the child's money, even though the mother determines where the child lives. Or you could also request to be in charge of deciding where the child lives, as well. However, you cannot use the child's assets to reimburse expenses of the father's death. In order to get your expenses reimbursed, you need to make a claim against other assets in the father's estate, such as a bank account or real estate. If no estate has been opened, you will need to file a separate lawsuit in probate court to have the court determine the heirs and appoint an administrator for the estate. If you live near the San Antonio area, I would be happy to meet with you about this.