Legal Question in Wills and Trusts in Ohio

I opened a checking account in CT with my name and my SS#. My brother also wrote checks from the account with my permission. My brother was murdered and I paid out multiple expenses related to his estate from that checking account. My attorney claims that in order to be reimbursed for those expenses, I need to PROVE that I opened the account with my own money and not my brother's. I believe that since his name was nowhere on the account, I don't have to prove that it was opened with my money. I received a letter from the bank stating that it was opened in my name and was an individual account. Do I have to prove how much money I contributed to it? My lawyer "heard" that my brother contributed to the account. I would say this is hearsay. Do you agree?


Asked on 1/19/10, 3:14 pm

1 Answer from Attorneys
David Davies Law Office of David H. Davies

If you have an attorney working for you then you should ask him or her to explain the position to you. The attorney may or not be correct but another attorney is not going to be able know why the attorney is giving you this advice without the benefit of the information that your current attorney has.

You do have the right to seek a second opinion and to retain a new attorney. You should only do so if you are convinced that the current attorney is not looking out for your interests.

Good Luck!

DHD

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Answered on 1/29/10, 7:56 am


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