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Palm Beach Probate Question: where did all the money go in the Florida estate?

Uncategorized Nov 12, 2014
post about Palm Beach Probate Question: where did all the money go in the Florida estate?

If you are dealing with a Florida probate in, say, Boca Raton, Florida, you may have a simple, very common question:  Where did all the money go?   Now, there are two Florida probate videos on trying to find out where mom or dad’s money went and why it isn’t in the Florida probate….. put another way,where did all the money in the Florida probate go?

Heirs and beneficiaries to Palm Beach probates want to know where the money is

  • It’s understandable that you may be wondering if mom or dad were worth more than theexecutor of their will is suggesting
  • After all, most people have a Florida revocable trust, a will, maybe an expensive home in Delray Beach, Florida, retirement accounts and savings
  • How can I find out where all of mom’s money went?
  • Can I conduct an investigation in the Boca Raton probate to learn where the money went?
  • Were there transfers before dad’s death?
  • Were there re-titling of joint accounts or assets at a Boynton Beach bank or broker?
  • You may want to conduct financial discovery either in the West Palm Beach probate case or a trust action
  • Knowing when, how and where to learn where all of mom and dad’s money went can be part of your probate litigation strategy that you and your West Palm Beach probate litigation law firm can work on.

Do you need financial discovery in the probate case?

  • Probate litigators often refer to this as financial discovery
  • Do you know how to issue subpoenas and notices of non party production in the probate case?
  • Do you know which financial records to obtain?
  • Do you know where to look for financial records?
  • So, here is the link to the free online probate video on financial discovery
  • https://www.youtube.com/watch?v=ubqT1Iw1M5Q&feature=youtu.be