u/Excellent-Fall6203

Step-dad passed with no information on assets. What do we do?

Step dad resided in GA, but was in hospice, passed away, and buried in FL (USA). My step dad was a lawyer, but ironically, did not plan his estate even though he handled it for others. We found one will that's 10 years old, signed by 2 witnesses and notorized. Everything was left to my mom. He just said all assets are hers, but never clarified further. We have a meeting with a probate lawyer later this week. Meanwhile, we are trying to understand what he has left behind. So far I found 40k in credit card debt. He mentioned trusts when he was alive, but I didn't see it in his bank accounts, except for the IOLTA ones. He told us he stopped paying for life insurance a couple of years ago.

How do we find out the following:

  1. Does he have an executor or an updated will?

  2. Did he set up any trusts? Did his parents have one for him?

  3. Did he have a retirement account / IRA / 401k if he was self employed?

Any help would be appreciated. Also for context, he has always been a disorganized person that was not great with money. He had a tendency to max out credit cards and not file taxes until July. We have a feeling there might not be another trust and he probably either never had a retirement account or spent it all.

reddit.com
u/Excellent-Fall6203 — 8 days ago