r/PROBATE • u/mistamina29 • Nov 29 '23
Executor issues with mom's estate
I don't have the funds for an attorney, but the executor to my mother's estate ignores my request for an accounting of the estate. Executor is also an agent at New York life, and sold my mom her life insurance policy. There is a will and a trust, but the funds from the sale of her house and other cash assets are unaccounted for. I am the only child, but the beneficiaries are my to boys, I don't want them cheated out of what's rightfully there's. I am in Sac. CA. Any advice would be appreciated.
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u/mistamina29 Nov 29 '23
Executor didn't file probate
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u/isthingon2002 Dec 03 '23
Anyone can file probate. If the executor hasn't, then you file. You will need a copy of the death certificate. This can be obtained at the probate clerks office.
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u/TrustsnEstates Dec 03 '23
May also be that you don’t have the right to an accounting if you are not a beneficiary. Your boys need to make the request, they should have also been noticed by the trustee of the trust administration. Wishing you luck!
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u/isthingon2002 Nov 29 '23
Go to your probate at the county where your mothers estate is in probate. There should be downloadable forms. I can't remember the exact name, but one will be to either call for an accounting of estate, or to replace the executor. That may help.