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  1. #1
    Join Date
    Sep 2017
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    1

    Default Procedure for Distribution of an Estate Account

    My question involves estate proceedings in the state of: California. Is it normal procedure for attorneys to request that you, as executor, write a check for the full balance of the estate bank account over to the attorneys and then they will re-distribute the money to the heirs?

  2. #2
    Join Date
    Sep 2005
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    94,420

    Default Re: Procedure for Distribution of an Estate Account

    Is this a situation in which the disbursements are being made to beneficiaries who hired lawyers to represent them in estate proceedings? If so, that would be pretty normal -- the money goes to the beneficiary's lawyer who, after settling fees, forwards the balance to the beneficiary/client.

  3. #3
    Join Date
    Oct 2006
    Posts
    12,608

    Default Re: Procedure for Distribution of an Estate Account

    Quote Quoting Mr. Knowitall
    View Post
    Is this a situation in which the disbursements are being made to beneficiaries who hired lawyers to represent them in estate proceedings? If so, that would be pretty normal -- the money goes to the beneficiary's lawyer who, after settling fees, forwards the balance to the beneficiary/client.
    However if that is not the case, then it is neither normal nor necessary. You can and should distribute the money to the beneficiaries yourself.

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