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My elder partner added me to two of his accounts one month before passing and left the biggest one for his sisters to divide. They got an Estate and appoint an executor. The estate lawyer have called from me asking me to bring proof of when my parter added me and the statement for the month he passed. Do I have to provide these to them?, The bank told me the funds were mine immediately after his dead.

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Genera, just because an attorney sends a letter and requests information doesn't mean you need to comply, it's a scare tactic that people fall for.

I would just send a letter, keep a copy, that states you will not be providing information on a joint account and thank you for your time.

The executor would be able to get the information from the bank if it was required by law but, since they aren't going that route, they are up to something and I bet it is no good.

Did your 45 year honey have a will that you have seen? Are you also an heir for other assets? If you are, they are trying to use the joint money to fulfill that, that would be my thoughts.

I am so sorry for your loss. Then the complications of sisters as executors.

May The Lord give you strength, guidance and comfort during this new season in life.

I would encourage you to seek out an attorney consult, state laws vary and after 45 years it can be argued that assets were gained mutually, meaning you have rights. Like if the house was purchased in that time together, 45 years shows some joint efforts, please speak with an attorney to protect yourself.
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If the bank says your the owner, then open your own account and transfer the money into your new acct. Ask the bank if they could write a letter saying what date you were added and that at the point of your partners death, the money became yours. They can include a statement with how the bank acct looked at time you were added.

I would not put any money into that new acct nor would I withdrawl it until probate is finalized. I also would not give the lawyer any information concerning this new acct. An Executor should be able to get any bank info on brother prior to you being added, I would think. Once you were put on, Executor may need your permission to get a statement. I may consult with a lawyer to see if you have to give the Estate lawyer any info.

Best thing your partner could have done was make you a beneficiary of the acct, POD. Then there would be no question who was entitled to the money.
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I am assuming the Sisters WANT IT ALL. If your partner was competent in his mind, had never been suggested by any MD to be incompetent, then when he was ill he had every right to add you to his accounts. The bank is correct. If he added you as co-owner you need only a copy of his death certificate (public record) to collect those accounts and have them put in your name only wherever you like.

If there is any amount of any value in those accounts you need now YOUR OWN ATTORNEY. Meanwhile you do not owe any information to anyone until you have a court order requesting it.
SEE AN ATTORNEY (probate or Trust and Estate) NOW.
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