Legal Question in Wills and Trusts in Texas

My mother passed away. Her husband claims she did not have a will. She has a mutual fund that he is trying to get access to. He says his lawyer told him I have to sign some documents and basically say I don't want the money in order for him to get to it. He says once I do that he will cash it in and split it 50/50. He says if we don't do it this way then we will have to go though a lengthy and expensive court battle to get access to the money. Is all of this true?


Asked on 9/25/12, 10:10 pm

1 Answer from Attorneys
David Leon David L. Leon, P.C.

Get your own lawyer. You would have to have someone first find out if there is a beneficiary designation, and then see when the account was opened, and finally what your stepdad's lawyer wants you to sign.

Probate in Texas isn't typically a lengthy court battle, if everyone is in agreement how to proceed.

Get your own lawyer.

Dave

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Answered on 9/26/12, 6:19 am


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