San Francisco, CA asked in Estate Planning for Utah

Q: Can you answer questions about an executor in another state not communicating what's going on?

My mother in law passed away January 2021 and the executor has still not completed anything. Her house sold in October of 2021 and he said it'll be done soon. Checked in with him in December and he said "well, we have to give a couple of people small amounts of money that she "said" to and then we'll be able to do the rest of the disbursements" - we don't know WHO these other people are and they are not on the written will/trust at all that we see. Now it's February and still nothing - no notice of disbursements, etc. It is her nephew who is excecutor and he and his siblings get a share of the estate while we are in another state - we feel like they are doing sneaky things - how do we go about "rattling their cage" so to speak so they don't think they can get away with anything? My husband, her son, gets the bulk of her estate funds. Many other odd things already happened - they took a lot of the things in her HOUSE which technically should have belonged to him.

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1 Lawyer Answer
Wesley Winsor
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Wesley Winsor
Answered
  • Estate Planning Lawyer
  • Saint George, UT
  • Licensed in Utah

A: Hello,

I am sorry for your plight. If this is in Utah and it is a Will, then your husband as a beneficiary is entitled to a copy of the will. Legally they are and the PR / Executor has to give him a copy as well as the inventory when it is completed. The only real stick you have in order to make them provide you with information is to sue or to threaten to sue. You can hire an attorney to send him a letter or you can file suit in a probate court for the information you need.

Wes

Kenneth Prigmore agrees with this answer

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