Q: Heir of an intestate Arizona estate engaged in discovery. Estate had conservator for 5 years. What order do I need?
My subpoena revealed account numbers & signature cards. During a meeting with the banker they looked up one of the accounts & said there had been a substantial amount of activity giving the impression business was being conducted from an account. A call was made with me present. Banker said no I haven't told him no I won't. Banker proceeded to tell me she can't discuss anything more with me that there was a "special note placed on the account that requires a specific court order" to get any more information. I served 6 additional subpoenas reflecting very little activity & nothing that gave the impression business had been conducted. I contacted the same banker & she once again said she can't discuss the accounts. She told me that was all the information I could get because of the way in which the account had been setup. The conservator & now PR signed a governing instruments document stating there is no will & no trust. The bank is aware, how can they be withholding this information?
A: You'll likely need to hire an experienced probate attorney to help with this. It's a complicated situation that is impossible to answer with the information provided.
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.
