What is the name of your state? New Jersey
My husband died; there was a will, which I probated. I am administrator. The problem is my daughter, who shares probate assets (consisting of one brokerage account) 50/50 with me after a bequest of $100,000 to another daughter's trust.
The 50/50 daughter has hired a lawyer to "review my administration" (basically, she hates me) and this lawyer is demanding copies of all bills, cancelled checks, receipts, etc. I have sent my daughter formal notification that she is a beneficiary and also a copy of the will.
The only debts are medical; these change almost daily as they are processed through Medicare and supplemental insurance. Providing copies of everything is going to be a major nuisance. Do I have to provide this on an ongoing basis or can I simply file an accounting at the time of
distribution?
Thanks so much for any and all advice.
My husband died; there was a will, which I probated. I am administrator. The problem is my daughter, who shares probate assets (consisting of one brokerage account) 50/50 with me after a bequest of $100,000 to another daughter's trust.
The 50/50 daughter has hired a lawyer to "review my administration" (basically, she hates me) and this lawyer is demanding copies of all bills, cancelled checks, receipts, etc. I have sent my daughter formal notification that she is a beneficiary and also a copy of the will.
The only debts are medical; these change almost daily as they are processed through Medicare and supplemental insurance. Providing copies of everything is going to be a major nuisance. Do I have to provide this on an ongoing basis or can I simply file an accounting at the time of
distribution?
Thanks so much for any and all advice.