My brother is the executor. He is mad that I am beneficiary of the accounts and won't tell me anything. What do I do?

Asked about 2 years ago - Irving, TX

My brother is upset that myself and my sister are beneficiaries of most of the estate. He disagrees with this and won't give me any information. I have tried contacting the attorney but she won't talk to me because I am not the executor. She sais it is client / attorney privacy and she can't talk to me. How do I know that things are being handled appropriately in regards to life insurance..etc. I don't know what to do in order to make sure that myself and my sister don't get taken by my brother

Attorney answers (3)

  1. James P. Frederick

    Contributor Level 20

    3

    Lawyers agree

    Best Answer
    chosen by asker

    Answered . The best way to protect yourself is to hire your OWN probate attorney to review things and make sure your brother is properly administering the estate. It does not need to cost an arm and a leg for this. It sounds like your sister and you can probably split the cost, as well. It will be money well spent to know that you are getting what you are entitled to.

    James Frederick

    *** LEGAL DISCLAIMER I am licensed to practice law in the State of Michigan and have offices in Wayne and... more
  2. Erin M. Thrash

    Contributor Level 10

    1

    Lawyer agrees

    Answered . If your mother has a Will then the executor will be required to probate the Will and will be required to send you what is referred to as a 128A notice with a copy of the Will. You also have an opportunity to request an accounting from your brother within 15 months. As for accounts with beneficiary designations once the accounts receive a death certificate they will either change the name on the accounts or distribute. If there is no Will there are separate rules and either way you will need to consult a probate attorney for assistance.

    Confidentiality Notice: This e-mail transmission may contain confidential and privileged information. Unless you... more
  3. Steven J. Fromm

    Contributor Level 20

    1

    Lawyer agrees

    Answered . Mr Frederick offers the best advice; you cannot do this without estate counsel assisting you. As to the life insurance this is generally not a probate asset but is paid to the named beneficiaries, so your brother as executor really has no control over this asset.

    Perhaps, but there would be very few people who would buy a 1/3 interest in an estate or an asset of the estate. Your best bet is to sell this to the two remaining beneficiaries.

    Hope this helps.

    Please remember to designate a best answer to your question.

    Mr. Fromm is licensed to practice law throughout the state of PA with offices in Philadelphia and Montgomery Counties. He is authorized to handle IRS matters throughout the United States. His phone number is 215-735-2336 or his email address is sjfpc@comcast.net , his website for more tax, estate and business articles is www.sjfpc.com.

    LEGAL DISCLAIMER Mr. Fromm is licensed to practice law throughout the state of PA with offices in Philadelphia... more

Can't find what you're looking for? Ask a Lawyer

Get free answers from experienced attorneys.

 

Ask now

25,871 answers this week

2,766 attorneys answering

Ask a Lawyer

Get answers from top-rated lawyers.

  • It's FREE
  • It's easy
  • It's anonymous

25,871 answers this week

2,766 attorneys answering