Legal Question in Wills and Trusts in New Jersey
Executing a Will
My mother recently passed away and my brother, whom I do not fully trust for good reason, is the Executor. I recently received a copy of the will from an attorney who did wrote the will for my mother, naming my brother and me as the only beneficiaries. But the attorney also states that he ''represents'' my brother in this matter. My questions are:
1. could there be conflict of interest with this attorney?
2. am I entitled by law to receive a full accounting of her assets and how my share of the estate/inheritance is calculated?
Thanks you.
2 Answers from Attorneys
Re: Executing a Will
I would think that the attorney represents the estate and he takes direction from the executor
as to how to proceed.
Call me if you like.
Gary Moore, Esquire
Hackensack, New Jersey
www.garymooreattorneyatlaw.com
Re: Executing a Will
It is not unusual for the attorney who drew the Will to be the attorney for the estate and this is not a conflict. While his primary obligation is to the Executor and the estate, he must carry out the terms of the Will as written in the Will. All beneficiaries are entitled to a full and complete accounting of what happens within the estate, and this should be presented before any beneficiary signs off. Keep in mind that that the estate covered by the Will only pertains to those assets to which the Will pertains. The Will does not govern assets that go to people by operation of law; i.e, assets registered in joint name or which have specific designated beneficiaries, such as life insurance policies, retirement plans and the like. While the estate attorney is not obligated to provide an accounting of all assets comprising the estate, and only has to account for the assets covered by the Will, many do provide an accounting of all assets, especially is estate assets are needed to cover death taxes not covered by other assets in the estate.