Legal Question in Wills and Trusts in Florida

I am the administrator and beneficiary of a relative's estate. His bank never sent me a statement of balances for his life insurance or annuity. However, the estate lawyer sent me a check from his escrow account for the settlement of the life insurance and annuity. I asked the lawyer and the insurance company for a copy of the original check from the insurance company and the settlement breakdown but I haven't heard back from either of them. I don't know what was in my dad's accounts and I also don't know if the lawyers took fees from the settlement. How do I go about holding the estate lawyer and insurance company accountable?

Asked on 9/14/10, 9:27 am

Alan Wagner Wagner, McLaughlin & Whittemore P.A.

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You are entitled to know this information. Get with the lawyer, he will tell you. If he refuses, you should contact the Florida Bar and complain.

Answered on 9/19/10, 12:11 pm

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If you have been appointed by the court, then the attorney is your attorney. You hired them. Therefore, you can also fire them.

You have the right to discharge your attorney and hire someone else. Then your new attorney can demand this information.

A bar complaint is also possible if the situation isn't corrected.

Once you have the information you can determine what course of action needs to take place.

Answered on 9/19/10, 1:10 pm

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