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Modern Estate Planning Blog

Elder Law & Special Needs Planning

Ask a Folsom Estate Planning Lawyer: “I Just Discovered a Long-Lost Sister. Can She Inherit Dad’s Estate?”

May 15, 2017

This may sound like a situation for a movie, but our Folsom estate planning lawyers have actually received a few calls like these. A long-lost child appears after the death of their parent. This is an alarming situation for so many reasons, but people often wonder if that child has a claim against the deceased’s estate.

The answer is yes, but only if you do not have a will or trust in place. When a person passes intestate (without a will) the state steps in to give you one. In most states, a person’s assets will go to a spouse if a will is not in place. If that person does not have a legal spouse, most states will divide the estate among their children. All of their children.

Here’s an example: A 50-year-old man finds out he fathered a child when he was a teenager. The father has had no relationship with that child. The man currently has a long-term, live-in girlfriend and wants her to inherit the home they share. Should the man be worried that his estranged child will inherit the house instead of the girlfriend?

According to most state intestacy laws, which govern estate distribution in cases where there is no will in place, the answer is yes. The child would have a right to his estate. For this man, it is advisable to create a will that identifies and disinherits his child and prevents the child from taking his assets when he dies. He could also create a will that leaves the house to his girlfriend but also leaves part of his estate to his child.

Situations like this may be rare, but they do happen. If this is a concern for you, it is critical to seek answers to these types of questions with a Folsom estate lawyer before it is too late. To set up a consultation at our Sacramento County office, contact (916) 241-9661.

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I totally see the difference between your service and your typical legal estate planning service. The experience you mentioned where you get this big document you don’t understand and a trust that never gets funded was EXACTLY our first experience. It cost a small fortune too. Really - it is the difference between providing a legal document and providing an estate planning service.
Susan

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