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John Elder
John Elder, Estate & Elder Law
Category: Estate Law
Satisfied Customers: 4631
Experience:  Over 14 years experience in Medicaid, Estates, Trust.
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Does the person who handled investments and annuities have

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Does the person who handled investments and annuities have the right to NOT disclose those assets to the executrix of the deceased persons estate? I was told some investment document changed, not the will, but the dispursion of her investments and that document superceeds the will, as it was done after the will was written. I have not seen the document or how much she had in investments. I was told by the financial advisor that handled her investments that he was not allowed by law to tell me where or how the investments were to be handled. There are no trusts involved.
This advisor is my son-in-law. I know what each family member received according to him, but not what he received. A statement from August 2012 showed $70,000. more than he says she had. I realize he could have lost that anount in the market. But.....?
Welcome! Thank you for your question.

The court appointed executor or administrator of a person's estate is entitled to see ALL account information of the deceased for ALL accounts that the deceased owned at death. This would also entitle the executor to be entitled to all documentation related to those accounts including beneficiary designations.

With that said, if the accounts did have beneficiary designations then the assets in those accounts would pass to the named beneficiaries regardless of what the will says. The will only controls assets that are solely owned by the deceased without beneficiary designations.

I cannot provide you with legal advise. I have provided you with information about the law related to your question. My answer, and any information that you find online, should not take the place of having a consultation with a lawyer in your area to advise you regarding your specific issues.

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