Legal Question in Wills and Trusts in California
Legal rights to information of deceased mothers financial accts
My mother recently passed away and our older brother is executor to her estate. He has refused to give us any information on her financial status or give us copies of any of the financial paperwork, will, trust, etc. Does he have the legal right to keep this from us?
3 Answers from Attorneys
Re: Legal rights to information of deceased mothers financial accts
Depending on if there is a will or a trust, things work differently. In any case, there are statutory requirements that potential heirs be notified and kept up to date with any administration of the estate.
If that is not happening, you may need to seek legal help (sooner rather than later) to protect your interests.
Re: Legal rights to information of deceased mothers financial accts
it is unlikely that he has any right to deny you access to such information and documents. i assume that you have already sent written demands for copies of any will or trust and financial information.
you should act quickly to retain an attorney and file a petition for probate before assets are dissipated or hidden or documents are destroyed.
contact me if you need assistance.
Re: Legal rights to information of deceased mothers financial accts
One can only assume that you are a Beneficiary of your mother's estate. Barring anything other than that fact, you have a right to Petition the Court and demand that you be provided the information you request, (provided the requests are reasonable).
If you are in or around the greater Los Angeles area and would like assistance, please feel free to call our office at 626-578-0708 or contact us through our website, www.No-Probate.com. There's a wealth of information about Wills, Trusts and Probate there too.
Scott Linden
www.No-Probate.com
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