If the investment account is not a joint account, it may arguably be acting as a "Will" without meeting the legal requirements of a Will. It may be the law that one cannot devise (leave by Will/upon death) property that does not meet the requirements of a Will. If there is any other evidence anywhere that your brother would have wanted you or other members of your family to have that money, please contact my office. You may be able to bring an action. Also, has probate been opened?

Best,

Daniel Bakondi, Esq.

danielbakondi@yahoo.com

415-450-0424

The Law Office of Daniel Bakondi, APLC

870 Market Street, Suite 1161

San Francisco CA 94102

http://www.danielbakondi.com

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At least several years before escheat. The proper course of action is for his heirs to file a probate action to get a court order for proper distribution of assets. If serious about doing so, feel free to contact me.