Legal Question in Wills and Trusts in Arizona

My step-sister was made executor of my father's estate. Legally, can I require her to give me copies of the bills that were paid from his insurance policy?


Asked on 1/13/10, 1:38 pm

1 Answer from Attorneys

Donald Scher Donald T. Scher & Associates, P.C.

An executor (personal representative of the estate) must be appointed by the court. The person named in the Will or the person asking the court for appointment, has to submit certain information and give notice of the probate to all interested parties. You then have an opportuiity to object to that appointment and to ask the court to order the executor to do certain things, ie. account for all money spent by the executor/personal representative. If the insurance policy benefits were paid to the estate, then yes, she must account for those funds. If the insurance was paid to her as the named beneficiary, then the money is hers and if she paid his bills, that is good for all involved in the estate.

You should meet with legal counsel and provide all of the facts, so that you can get more specific answers to a multitude of Questions and other concerns that you may have, and then you can find out what legal representation will cost.

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Answered on 1/18/10, 1:47 pm


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