house closing

[moubrayd]

Long Island New York: A family member dies. He has always told you that he was going to open a trust with the house sale proceeds and you would receive the money when you reach a certain age. He gives you the name of his financial advisor who is to open the trust. You reach the certain age contact the financial advisor. She states she doesnt know what you are talking about. How do you find out where the proceeds frome the house sale went?

Search all family records and subpoena anything you cannot get. But also realize he may never have set it up.

You cannot. It's apparent the person was simply talking and did not take action. Perhaps he/she spent the money and there is nothing left of it.

Either way, unless there is a contested will or an intestate estate contested, you really have no legal recourse.

[moubrayd]

Originally Posted by Unregistered You cannot. It's apparent the person was simply talking and did not take action. Perhaps he/she spent the money and there is nothing left of it. Either way, unless there is a contested will or an intestate estate contested, you really have no legal recourse.

Not the answer I was looking for, but the answer I expected. Unfortunately there is not enough money involved to pursue it further.