What kind of attorney do I need to retain to investigate the disappearance of my father’s funds in his investment account?

This “advisor” is his deceased wife’s brother.This advisor told me:1) I am not the beneficiary even tho my fathers will states I split all his assets with my cousin. I am his only child.2) The advisor said his deceased wife sisters are beneficiairies.3) The advisor said my father authorized loans to family members and all that is left of $498k is $30K.4) This advisor offered $150k to me and call it square.5) To date this advisor has not shown an accounting of these transactions or withdrawals/authorizations of these loans or even the account.I feel $498k is a lot of money to walk away from and just say “oh well”.

Asked on October 23, 2014 under Estate Planning, Michigan

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 6 years ago | Contributor

I am so sorry for your loss.  And I agree with you whole heartedly about not walking away.  Everything you have written here makes things sound a little fishy.  This "advisor" sounds like a Fiduciary and Fiduciaries are generally have reporting requirements.  Any attorney that litigates matters is a good start but those familiar with estate litigation would be best.  You should interview a few and ask their experience, etc.  You can also call your local Bar Association for a referral.  Good luck.


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