Estate Planning Assets, Heirs, Lien Investigations
Leathers & Associates can assist estate planning attorneys in location of assets, heirs and legal documents such as marriage or divorce records. We have also located a lienholder that had left the state so the estate could clear the lean.
If an attorney or family members are located out of state, pulling records from the county may be necessary for any legally filed copies when the version of the will is in dispute.
Leathers & Associates can pull asset location records to assist the attorney in knowing if there are other assets not accounted for or missing. Likewise, missing assets, may need to be located such as cars, boats, homes due to repossession notice.
Families can start with these Question:
Are there any missing or undisclosed assets? This question helps determine if all the assets of the deceased are accounted for and properly included in the estate.
Has the will been properly executed and notarized? Ensuring the validity of the will is crucial to avoid disputes over its authenticity. An investigator may be needed to obtain any filings with the county.
Are there any disputes or disagreements among family members about the estate? Identifying existing conflicts can help determine if an investigator is needed to objectively gather information and resolve disputes.
Is there evidence of undue influence or coercion in the deceased’s decision-making? If there are suspicions that the deceased was manipulated in making decisions about the estate, an investigation may be necessary to assess the validity of such claims.
Are there any outstanding debts or liabilities that need to be resolved? An investigator can help uncover any hidden debts or financial obligations that may affect the estate’s distribution.
Are there beneficiaries or heirs whose whereabouts are unknown? An investigator can assist in locating missing beneficiaries or heirs to ensure they receive their rightful share of the estate.
Has the estate administrator or executor acted appropriately and in accordance with their duties? Investigating the actions of the estate administrator can ensure that they are fulfilling their responsibilities ethically and legally.