How do I request estate banking records?
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How do I request estate banking records?
My uncle told me yesterday that my aunt has spent my grandmother’s entire estate; that every penny of each of the 9 beneficiaries personal portion they were to recieve is completely gone and that she spend all of the estate money on herself and her personal gains. I don’t know what the next step is.
Asked on February 9, 2015 under Estate Planning, Washington
Answers:
S.L,. Member, California Bar / FreeAdvice Contributing Attorney
Answered 9 years ago | Contributor
You can sue your aunt for conversion. Conversion is theft in a civil case. During the course of litigation, you can serve your aunt by mail with a request for production of documents in which you would request the estate bank records.
Damages (monetary compensation in a lawsuit for conversion) is a forced sale which means returning the funds or items that were purchased with the funds or their value to the estate.
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