Prior to my mother death September 12,2019, my sister as the power of attorney and medical directive placed all my mothers bank and retirement accounts in her own name. Throughout a four year period, my sister pulled funds from the accounts as needed to pay expenses related to my mother care between April 2015 and September 2019 which included Health care facilities, doctor appointments and medical expenses. Based on my mothers financial advisor calculations, my mother had enough funds to last her 10 years. Question, Only four years past since that date of that determination so we feel there is a estimated residual amount of nearly $600,000. However, we have not received any form of communication regarding the management of distribution for the balance of my mothers estate. My sister lives in NJ, my mother passed in a Dementia mental health facility located in NJ. Is there a legal approach recommended to determine the status and balance of my mother estate?
Contact a New Jersey probate attorney who practices in the county in which your mother died. In many states beneficiaries or heirs may request an accounting a certain number of months after the surrogate's court appoints an executor or administrator to settle the estate. (You might start by checking that court's records to determine whether anyone has been appointed or applied for appointment.)
This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.
Consumers can use this platform to pose legal questions to real lawyers and receive free insights.
Participating legal professionals get the opportunity to speak directly with people who may need their services, as well as enhance their standing in the Lawyers.com community.