How do my brother and I found out if our Father left us money when he died?

Asked over 1 year ago - Yonkers, NY

My Father passed away in California in 2009-Before he passed he told my brother and I that he indeed made sure that my brother and I would be financial secure after his passing. We don't know how he left these funds-(Living Trust?, Will?)Our mother is still alive but is too senile for a coherent conversation on the matter. What can we do? and...What are the time constraints for us to locate any funds?

Attorney answers (3)

  1. Jayson Lutzky

    Pro

    Contributor Level 20

    3

    Lawyers agree

    Answered . Locate your father's financial records such as statements from banks, stock brokerage statements, bank books, insurance policies, will if any, tax returns and bring them to an attorney to review. If you know your father's attorney that would also be a good source of information. Good luck.

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  2. Steven M Zelinger

    Pro

    Contributor Level 20

    2

    Lawyers agree

    Answered . I agree that finding his attorney would be a good place to start. It doesn't sound like a will was probated but you could check with the county where he died to determine if his will was probated there or not. Reviewing his financial records and contacting those institutions might be a good place to look as well - especially if you are possibly a beneficiary of a life insurance policy, etc. It may also be that your mother is entitled to funds that were never taken so you can help her with that as well.

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  3. Travis Wayne Story

    Contributor Level 9

    2

    Lawyers agree

    Answered . I also concur with the other attorney's above, I think that either finding his Attorney or his financial records is a good start. I would also look to your mother, while she may not be coherent, her financial records, or papers are a good place to see if some money was left to her, which is going to pass to you, or if there might be a life policy on her life, I would call the same company and inquire about your father. Generally, my experience is that husbands and wives tend to have policy's with the same company, so it is worth a shot.

    This answer is a free service to you, and the general public based on limited facts specific only to your issue,... more

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