Estate Law Questions? Ask an Estate Lawyer.
Hi and welcome to JA.Ray here to help you today.
It depends here on whether he is a named beneficiary of the account. If he is not then the answer is no they should only talk to you as personal representative.
Here the IRA if there are named beneficiaries is not part of the estate.If there are none named it passes through the estate and will or laws of intestacy.So it depends if anyone is named here.If they are not then the estate may have a claim for breach of privacy if information has been disclosed in this situation.
You need to see if anyone was named and then you will know if the estate is a party and they should talk to you alone here.
I appreciate the chance to help you today.Please let me know if you have more follow up.
I am sorry for the loss of your parents and all you have had to deal with.
If you have an estate lawyer the lawyer should talk to these people to see who the beneficiaries are or if there are none then the information should only go to you or the estate lawyer here.The estate may have a claim for such a privacy violation as you present it.
If you can leave a positive rating it is always much appreciated.Take care and good luck here.