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Posted on 1/21/26 at 1:10 pm to Gorilla Ball
quote:
I think you’d be named an executor of the estate and it just needs to be in writing especially if she has specific wishes upon her her death lime occupancy of her property etc
An estate attorney would help set this up.
Trust me everything needs to be documented and in writing
In my opinion everything needs to be discussed with all parties prior to the passing of said person. It cuts down on surprises. They might still be pissed off but I think it’s better to discuss everything openly
Agreed. I have reservations and I want all of us to be on the same page. I also want to be upfront about her expectations and my expectations. I don’t plan to become a babysitter and will administer the tough love they aren’t getting now. It is really a sad situation.
Posted on 1/21/26 at 1:23 pm to zx24
All I can say is Good Luck with that mess.
You are in for a heck of a ride and it’s not on the interstate.
You are in for a heck of a ride and it’s not on the interstate.
Posted on 1/21/26 at 1:25 pm to zx24
I know a dude in Houma. I know someone who used someone in Baton Rouge, I think her last name Moran or Moron? Something like that.
Posted on 1/21/26 at 2:03 pm to zx24
you will either need a testamentary trust set up in the will naming you trustee or a very detailed Last Will and Testament naming you the independent executor of the estate.
Posted on 1/21/26 at 2:08 pm to zx24
quote:
assists
You got bigger problems than your mom's will.
Posted on 1/21/26 at 2:10 pm to zx24
quote:that is the definition of being a babysitter. One thing to keep in mind is that you always have the right (before you agree to anything) to decline an inheritance or appointment as executor. That sounds harsh but did you really want to sign up to manage your two brothers’ affairs? Without an end date?
I don’t plan to become a babysitter and will administer the tough love they aren’t getting now
Have you discussed this with just you and your mother?
Posted on 1/21/26 at 2:16 pm to zx24
If anyone wants to do their kids a favor get a will or set up a trust if needed. You have no idea how much of a headache it can be if you don't.
And you don't have to pay an attorney to do a will. Search it to be sure, for your sake.. Instead of listening to a dude on a message board, but don't go to the grave with any secrets that will pop up on your loved ones.
And you don't have to pay an attorney to do a will. Search it to be sure, for your sake.. Instead of listening to a dude on a message board, but don't go to the grave with any secrets that will pop up on your loved ones.
Posted on 1/21/26 at 2:21 pm to zx24
I always send clients to Pete Losavio
Posted on 1/21/26 at 2:22 pm to zx24
quote:
she wants my two brothers to live in the house as long as they can take care of it. She wants me to have power of attorney and oversee that they are keeping up the house.
It has been mentioned already, but know that POA ends when your mom passes. As far as "overseeing" your brothers indefinitely? I'm going to need details here. That is quite a request of you, in my opinion.
quote:
There are a few medical issues and alcohol addiction that come into play with one of my brothers.
That's tough.
Posted on 1/21/26 at 2:22 pm to cgrand
Unfortunately you will become a baby sitter - it depends on how the will is written
I’d suggest having a neutral third party administrator the will as the executor
I’d suggest having a neutral third party administrator the will as the executor
Posted on 1/21/26 at 6:20 pm to OweO
quote:
And you don't have to pay an attorney to do a will.
If you live in Louisiana, and think you can download an internet will and be safe, you're most likely wrong. Louisiana has some very strict rules on forms of wills, and if the form is not exact, your will is invalid.
an acquaintance had plenty of money, land, etc,, but was tight with his money. Instead of consulting an attorney, he downloaded a will, left everything to his newish wife, went to the notary at his bank and had it signed.
He died in a car wreck, and his kids got everything.
You won't know the will is bad until you try to use it.
Posted on 1/21/26 at 6:46 pm to zx24
You’re being very smart about this. It amazes me how many people don’t plan for this eventuality and have to through private. You should never have to go through probable.
Now, I could be completely wrong here, but I thought La law was pretty straightforward when dealing with estates. So, assuming the 3 kids are her next of kin and primary heirs, it would be divided equally among the children. Even in cases where there is a will stating that the favorite daughter gets 50%. And I don’t think a child can be written out of that inheritance. Like I said, I don’t know if I’m correct, so feel free to correct me and call me a dumbass.
None of that will stop a sibling from deceitful scheming and attempt to steal some money. Money makes people do crazy things. My own brother stole what little money my mom had when she died and hid it from me. I only found out by chance at a much later date.
Now, I could be completely wrong here, but I thought La law was pretty straightforward when dealing with estates. So, assuming the 3 kids are her next of kin and primary heirs, it would be divided equally among the children. Even in cases where there is a will stating that the favorite daughter gets 50%. And I don’t think a child can be written out of that inheritance. Like I said, I don’t know if I’m correct, so feel free to correct me and call me a dumbass.
None of that will stop a sibling from deceitful scheming and attempt to steal some money. Money makes people do crazy things. My own brother stole what little money my mom had when she died and hid it from me. I only found out by chance at a much later date.
Posted on 1/21/26 at 6:49 pm to zx24
If the kids are over 24 and not disabled they can be written out. You don’t have to leave them anything.
Someone I know, maybe me, is an estate planner in Louisiana
Someone I know, maybe me, is an estate planner in Louisiana
This post was edited on 1/21/26 at 7:10 pm
Posted on 1/21/26 at 7:20 pm to zx24
My husband and I had David Mancuso set up trusts for us, along with powers of attorney, medical POA, living wills.etc. A couple of years ago, I think it was in the neighborhood of $3000 - 3500. His office is off of Highland Road in BR.
Posted on 1/21/26 at 7:37 pm to zx24
No advice on the attorney. But it sounds like the house be sold, and the proceeds placed into a trust disbursed to everyone monthly. That will help them maintain stable housing (in theory) and financial help for other bills. Her attachment to that house will cause a sticking point for those she leaves behind and it will be tough to break through to her on that. Good luck to yall.
Posted on 1/21/26 at 7:48 pm to zx24
Joe Mengis.
Highly recommend
ETA I am not Joe. I’ve worked with him on 4 different estates and estate matters.
Highly recommend
ETA I am not Joe. I’ve worked with him on 4 different estates and estate matters.
This post was edited on 1/21/26 at 7:50 pm
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