letters of personal representative

October 2022 Letters of Personal Representative

DeAngelis Legal obtained Letters of Personal Representative for a trustee who identified an asset that was not transferred to the trust.  The deceased participated in his employer’s stock option plan.  Unfortunately, the plan failed to name a beneficiary and the employer would not transfer the asset without the Letters of Personal Representative.  DeAngelis Legal prepared [...]

By |2022-11-13T14:53:02-07:00November 15th, 2022|Recent Projects, Probate and Trust Administration, Homepage|Comments Off on October 2022 Letters of Personal Representative

February 2022 Informal Probate

DeAngelis Legal assisted two new clients to open informal probate to transfer assets out of the deceased person’s name.  In both situations, the deceased person failed to transfer the asset to their trust and the account custodian (one a financial institution and the other a title company) required “Letters of Personal Representative” before they would [...]

By |2022-07-28T20:04:50-07:00March 15th, 2022|Recent Projects, Probate and Trust Administration|Comments Off on February 2022 Informal Probate
Go to Top