Can a executor of an estate withhold financial records to heirs?
Answer
There's a difference between an heir and a beneficiary. Generally speaking, the duty to provide detailed financial information extends to the beneficiaries. Consult an attorney for more specific advice.
Answer
The Executor has the duty to inform certain types of beneficiaries (usually, those who are entitled to a percentage of the Estate) as to all financial transactions that occur under the Executor's watch. However, the Executor is usually not required to share actual financial records with beneficiaries. If you suspect that your Executor is acting fraudulently towards the beneficiaries, consult with an attorney.
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