DEFENDING THE PALM BEACH ESTATE from fishing expeditions

Are you in charge of your parent’s estate in Palm Beach or maybe their Boca Raton revocable or living trust?

Ever deal with a sister or brother — or in law ! – of a sibling who is going on a fishing expedition?

• Asking for all sorts of information about the estate
• Demanding information about mom or dad’s Palm Beach revocable trust
• Snooping around and calling your parent’s CPA, probate lawyer, broker

Estates & trusts should not be fishing expeditions.

“Interested” persons in a Palm Beach estate and beneficiaries of Palm Beach trusts are entitled to relevant information.

Q: do you know who’s entitled to information and what that information is?

A: it’s all in the Probate Code