Are you a beneficiary of a Palm Beach Trust? Do you have reason to believe that the funds in that trust were mishandled? How do you find out if the money you are entitled to is gone?To learn more about financial discovery read on.
- As experienced Palm Beach probate litigators, we often get many calls from prospective clients that suspect the funds in a trust may have been midhandled.
- Benificiaries of Florida trusts may be under the impression that there should be much more money in a trust than they are being told by a trustee.
- Often times beneficiaries have no idea of what amount of money is held in trust, and wish to find out.
- Sometimes a parent has remarried, and the beneficiaries fear that their parent hasretitled property or assets in their new spouses name, thus diminishing their inheritance.
- These issues are not uncommon in Palm Beach probate litigation.
- When a prospect like this retains our firm, we do what is called financial discovery.
- Financial discovery is exactly what it sounds like, our probate lawyers and paralegals will conduct an investigation to see where the assets went, if they went anywhere at all.
- Financial discovery can include records searches, private investigations, and reports from 3rd party data collection firms.
- The goal of this practice is to see what, if anything is left of clients inheritance.
- Once this discovery is concluded, options are given to our clients on how to proceed inregaining what was rightfully theirs.
To learn even more about financial discovery in Palm Beach probate proceedings watch these short videos. Financial Discovery Where’s All The Money?