Recent content by Jacif

What would cause an executor to forfeit the bond posted for an estate?

I have a copy of past signatures and they are the same. The Complience Officer and Attorney for the brokerage house also think it is the same signature. That is one reason we cannot figure out why they would even give him the time of day.

I think the confusion is in the document he is contesting. He is not contesting the will, he is contesting the Transfer on Death form for the brokerage account. This document would make the funds NOT part of the estate. Thus he would not receive a fee.

He is not questioning the will he is questioning the transfer on death. There is not a questions in anyones mind except his about the signature. The brokerage house said they have to give him a chance to take the matter in front of a judge. I see it that either way he wins. If the account...

The letter he wrote to the Investment firm stated that he did not think it was his signature however, the Investment firm stated that they do not question the signature but they are required to give the contesting party ample time to go before a judge to rule. There is a different...

Transfer on Death My family is experiencing an issue with a transfer on death not being carried out by the brokerage firm. The executor who also acted as the attorney and created the will is contesting the signature on the document. The document was witnessed by two of the firms employees...