What to do if my husband’s sister is the personal representative of his mother’s Will but she has refused to provide him with any information about the estate?

He and his sister are the only 2 beneficiaries of the estate; they are to split it equally.

Asked on February 18, 2015 under Estate Planning, California

Answers:

M.D., Member, California and New York Bar / FreeAdvice Contributing Attorney

Answered 5 years ago | Contributor

Your husband can report his sister to the approriate probate court (i.e. the one in the county in which the deceased was domiciled at their death). The court can then compel his sister to make an accounting of the estate. If there has been any self-dealing or any other malfeasance on her part, he can take action against her.

At this point, you may want to discuss the situation with a local probate attorney.


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