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Asked in NJ May 26, 2022 ,  0 answers

''Final Account'' of estate

On the ''final account'' the attorney states that there is 5k left in the (one) bank account (another account holds 64k in savings). Says there are zero funds to cover benificiaries in the will (supposed to recieve 5k a piece). Question, the POA/Executrix was extremely active in visiting the bank while the person was still alive during the last year of his life, and the year following. What way can we have her steps traced to see if she took liberties with the assets?

Strangely, the ''new'' will was drafted up after the person had a major stroke, a 5 bypass, and was under 50 medications, a fews months before his passing This estate totaled 500k.

Data From  LAWGURU_Question

5 Answers

Anonymous
Reply

Posted on / Oct. 15, 2008 10:14:00

Re: ''Final Account'' of estate

This is quite a mess, and may lead to an even messier Court battle.

You can get both pre-death and post-death accountings for the estate, but it sounds as if you are going to have to institute legal proceedings to get all the info you are looking for, and to potentially challenge the Will itself. If you need more information, don't hesitate to get in contact.

Mike

Anonymous
Reply

Posted on / Oct. 15, 2008 10:14:00

Re: ''Final Account'' of estate

This is quite a mess, and may lead to an even messier Court battle.

You can get both pre-death and post-death accountings for the estate, but it sounds as if you are going to have to institute legal proceedings to get all the info you are looking for, and to potentially challenge the Will itself. If you need more information, don't hesitate to get in contact.

Mike

Anonymous
Reply

Posted on / Oct. 15, 2008 10:14:00

Re: ''Final Account'' of estate

This is quite a mess, and may lead to an even messier Court battle.

You can get both pre-death and post-death accountings for the estate, but it sounds as if you are going to have to institute legal proceedings to get all the info you are looking for, and to potentially challenge the Will itself. If you need more information, don't hesitate to get in contact.

Mike

Anonymous
Reply

Posted on / Oct. 15, 2008 10:14:00

Re: ''Final Account'' of estate

This is quite a mess, and may lead to an even messier Court battle.

You can get both pre-death and post-death accountings for the estate, but it sounds as if you are going to have to institute legal proceedings to get all the info you are looking for, and to potentially challenge the Will itself. If you need more information, don't hesitate to get in contact.

Mike

Anonymous
Reply

Posted on / Oct. 15, 2008 10:14:00

Re: ''Final Account'' of estate

This is quite a mess, and may lead to an even messier Court battle.

You can get both pre-death and post-death accountings for the estate, but it sounds as if you are going to have to institute legal proceedings to get all the info you are looking for, and to potentially challenge the Will itself. If you need more information, don't hesitate to get in contact.

Mike

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