Changing Will Distribution Plan

Summary

The user, a resident of Pennsylvania, is the Power of Attorney for her 95-year-old mother. She wants to change her mothers will to include her daughter as a beneficiary. Currently, the will leaves everything to the user and then to her husband, who has two children from a previous relationship. The user is concerned that if she dies first, her daughter would get nothing. She also expresses distrust towards her husbands proposal of a joint will. The user is advised to consult an estate planning attorney to ensure her wishes are legally documented and to protect her daughters inheritance.

Full Conversation

I am my 95 year old mothes POA. Want to change her will. It is my name and then to my husband. He has * kids. I have *. My daughter is not in the will. If I die First she would get nothing. He wants to make a joint will with him. Splitting the money to the kids.
What state are you and your mother currently residing in? This is important as inheritance laws can vary by state.
How should I change my moms will. And should I have a separate will
What state are you and your mother currently residing in? This is important as inheritance laws can vary by state.
PA
What is your mother's mental capacity? In PA, she must be of sound mind to change her will.
mind is slipping but she does not want him to have control if I die first. Only married. 9 years. She lives alone. Mind is capable this is her decision. We’re all in pa
What is your mother's current mental state? Can she understand and make decisions about her property?
Yes. She lives alone. She doesnt want his kids to get all her money. She signs her banking
What is the current distribution of assets in your mother's will?
i am the executor. If I die he gets everything
What is your husband's stance on the proposed changes to the will?
he wouldn’t like i
What specific changes would you like to make to your mother's will?
put my daughter in and I would stay executor. What do u suggest
What is your daughter's age? In PA, minors cannot directly inherit large assets. If she's under *, consider setting up a trust.
*
What is the approximate value of your mother's estate? This information can help determine the best way to structure the will.
* thousand
What is the proposed distribution of the estate among your daughter, your husband, and his children?
only me and him are on the will
What changes do you want to make in the distribution of the estate in the will?
goes all to me then spit to them. What do u think
What is your relationship with your husband's children? This will help in understanding the dynamics for the distribution of the estate.
hardly know them
What is your husband's opinion on including your daughter in the will?
i wouldy tell him
What is your mother's opinion on including your daughter in the will?
she wants that
What is the relationship between your mother and your daughter?
great
What is your husband's opinion on changing the will to include your daughter?
i wouldn’t tell him
What is your mother's opinion on changing the will to include your daughter?
thats what she wants.
What is the relationship between your husband's children and your mother?
she doesn’t know them
What is your mother's opinion on your husband's children?
she never met them
What is your mother's opinion on splitting her estate among your daughter, your husband, and his children?
she would want my daughter. My husband. Not his kids. When she passes she wants me to have control
What is your mother's opinion on setting up a trust for your daughter?
Thats complimented
What is your mother's opinion on setting up a trust for your daughter?
she would rather just give me control and not have my daughter get nothing
What is your mother's opinion on revising her will to include your daughter as a beneficiary?
How would that work
To revise her will, your mother would need to consult with an attorney who specializes in estate planning. They can guide her through the process of making changes to her will.
If he wants me and him to sign our will. Him and me and split * kids should I
What is the age of your husband's children?
* *
Are your husband's children financially independent?
big time
Are you and your husband considering creating a joint will or separate wills?
He wants joint. Is having one drawn up and I didn’t know it
What are the terms of the joint will your husband is having drawn up?
him me and * kids split
What is your opinion on the terms of the joint will your husband is proposing?
Dont trust it
Why don't you trust the terms of the joint will your husband is proposing?
if I die he could kick my daughter out
What steps have you taken to protect your daughter's inheritance in case of your demise?
thats what I want to do
What specific measures do you want to take to ensure your daughter's inheritance?
put her in my moms will and if my mom dies should I open my own bank accoung
What is the current status of your personal finances and do you have a separate will?
we have a joint acount and no I have no will
What is your opinion on creating a separate will and a separate bank account to ensure your daughter's inheritance?
that means what my mom leaves me I could give her what I want
Yes, you can distribute your inheritance as you wish. However, it's advisable to consult with an estate planning attorney to ensure your wishes are legally documented.
He will push me to sign a joint will.
What are your concerns about signing a joint will with your husband?
if I die first he will get all my moms money and my daughter could get nothing
What steps have you considered to ensure your daughter's inheritance if you pass away before your mother?
None
What is your opinion on consulting an estate planning attorney to help you navigate these concerns and ensure your daughter's inheritance?
i need an attorney for sure
What is your location so I can provide you with contact details of the nearest estate planning attorney?
Butler pa
The nearest estate planning attorney to Butler, PA is:

- Dillon McCandless King Coulter & Graham LLP
Address: * W Cunningham St, Butler, PA *
Phone: (*) *-*
thank you
You're welcome, ****. If you have any more questions or need further assistance, feel free to ask.