What is the name of your state?
Texas
I am co-executor to an estate where there has been self-dealing going on by the other co-executor, who had Power of Attorney for the last several years. I am attempting unsuccessfully to get the past years activities on these accounts, and am being told I must go to the person holding that power of attorney, the fox, for accounting of the chickens in the hen house.
I have been talking to the senior financial adviser for an Ameriprise Platinum account, who has been protecting this other party for several years. Can I go over his head and legally acquire these documents, or do I have to hire a lawyer (which I have, but don't want to use unnecessarily) and subpoena this information.
There is no communication between me and the other co-executor at this point for obvious reasons. There is property missing and estate items that have transferred into this other person's name..so I am not imagining self-dealing..just to what degree.
Thank you for your help!
Texas
I am co-executor to an estate where there has been self-dealing going on by the other co-executor, who had Power of Attorney for the last several years. I am attempting unsuccessfully to get the past years activities on these accounts, and am being told I must go to the person holding that power of attorney, the fox, for accounting of the chickens in the hen house.
I have been talking to the senior financial adviser for an Ameriprise Platinum account, who has been protecting this other party for several years. Can I go over his head and legally acquire these documents, or do I have to hire a lawyer (which I have, but don't want to use unnecessarily) and subpoena this information.
There is no communication between me and the other co-executor at this point for obvious reasons. There is property missing and estate items that have transferred into this other person's name..so I am not imagining self-dealing..just to what degree.
Thank you for your help!
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