Grief is hard enough. But when it’s followed by confusion, or worse, suspicion about a loved one’s estate, it can be even more overwhelming.
Today’s Dear FineMark is from a man facing a difficult situation with a sibling after his father passed. Here is the question…
“My father passed away in Florida about two months ago. He left his house to my brother and $250,000 to me. The rest of the estate was to be split between us.
My brother and I are named as co-Personal Representative’s in my father’s Will, but my brother is telling me there’s nothing left. No records. No explanation. I’m suspicious—and I don’t know what to do.”
Signed, Suspicious Son
If you’re in a similar situation, here’s what you should know:
- You Have a Legal Right to Information
As a named co-personal representative in the will, you have the right to be actively involved in administering the estate. In Florida, co-personal representatives are responsible for identifying, collecting, and managing the estate’s assets. This role gives you access to important financial documentation, including bank and investment account statements.
Even if you don’t formally act as a personal representative, you’re still entitled to key information. Florida law requires that beneficiaries receive an inventory of the estate and a full accounting. You can (and should) request this from the acting personal representative—in this case, your brother.
- When Communication Fails, Seek Legal Guidance
If your brother refuses to share financial records or provide the required accounting, it may be time to consult an attorney. A Florida probate attorney can help you assert your rights, enforce transparency, and if needed, compel the production of estate documents through the court system.
- A Lack of Planning Can Lead to Family Fractures
This case also highlights a common issue: many parents don’t talk to their children about estate planning. When intentions are unclear or undocumented, it leaves room for mistrust—and unfortunately, family rifts. Open conversations about estate plans during a parent’s lifetime can prevent confusion and protect relationships.
Final Thoughts
If you find yourself in a situation where you suspect mismanagement of an estate, know that you’re not alone—and that you have options. Start by requesting documentation. If that fails, don’t hesitate to seek legal advice.
Losing a parent is never easy. Sorting through the aftermath shouldn’t compound your grief.
