Can I obtain a copy of accounting records since my mom assisgned a POA ?

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Can I obtain a copy of accounting records since my mom assisgned a POA ?

My parents had a will. My dad died and my mom had dimensia so my brother was appointed her heath care proxy and POA. He had sole control over all monies my dads pension / IRA’S etc coming and going out of my parent’s estate until her recent death. I have 4 other siblings and we six are all equal beneficiaries. Can we and how do we obtain accounting records since my dads passing in 2011? We are located in Massachusetts.

Asked on November 8, 2018 under Estate Planning, Massachusetts

Answers:

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

Answered 2 years ago | Contributor

I am so sorry for your loss.  Probate is absolutely necessary and yes, you can ask for an accounting of the funds while he was the POA on the account.  IF theer is a debt to repay then the Executor has the right to pursue it.  Good luck.


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