Families issues, advice? - Early Retirement & Financial ...

Well, how certain are you that the cousin in question did actually misappropriate the shares when the husband passed away? Did you see a copy of the will? Do you know how accounts and property were titled? Perhaps some accounts were titled JTWROS , or simply "John Doe OR Jane Doe" - which means when one person dies, all of the account becomes the legal property of the remaining account owner, and throws a monkey wrench in the issue of disbursing property.

I don't personally have any experience with probate court....but it's my understanding that when an estate is probated, it's not just a rubber stamp by a judge to start things off, and it's all done - don't executors have to give a detailed account to the court (through a public record) of everything they dispurse? Did the SIL look up the records that were filed with the probate court to see?

As far as steps your one cousin can take to ensure 'fairness' in disbursing the money...similar to what Animorph suggested, find a reputable lawyer (if you can find one from referrals from friends) who is experienced in estate planning, and tell the cousin's parents to involve that lawyer in some form.

Is it possible to show the living parents evidence of how the one cousin allegedly cheated the SIL out of his share of his inheritance, and get him to testify to the parents to show that she's not trustworthy (if, in fact, there was some shenanigans going on).

Source: http://www.early-retirement.org/forums/f28/families-issues-advice-63428.html

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