What to do if I’m the sole heir and peronal rep on my dad’s Will and would like to have my daughter take his home?

She was the secondary listed on the Will. What would be the best way to do this? Must I change the deed to myself then transfer to her or can I just do a personal rep transfer deed right to her and have her take it has the heir on property transfer?

Asked on April 8, 2015 under Estate Planning, Wisconsin

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 5 years ago | Contributor

I am so sorry for your loss.  So you inherited the home via your Mother's Will, correct?  You can disclaim your inheritance within 9 months of your Mother's date of death and then it would go to your daughter as per the Will.  This must be in writing and filed in the Probate proceeding.  Then you would indeed transfer the property via Executor's Deed after debts are paid, taxes, etc.  Good luck.


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