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[quote=Anonymous]You may want to specify things like: if one sibling predeceases mom, does the share go to their heirs (eg spouse/kids) or back to the other siblings, etc.

Putting houses in trust can be helpful to avoid probate.

Put accounts as POD and if she has any retirement funds, make sure one of you is the beneficiary so you can write checks/expenses from it.

We paid 3k for someone to redo my mom's will and trust and that was on the high end (this was a beverly hills attorney, a regular estate attorney for this would probably not cost so much).

If the properties have appreciated a lot, it doesn't necessarily make sense to sell, as she will pay cap gains on the appreciation, whereasa you inherit at step up basis.

Big question is how to divide properties among siblings who do not agree. In my case, my sibling's portion of house goes into a trust that I manage (this is for a lot of reasons) but basically I am on the one who can decide whether to keep renting or selling but sibling's assets belong to them/used for their benefit. [/quote]

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