Volunteer needed to draft a letter requesting an accounting from a relative serving as both estate personal representative and trustee of her mother’s living trust. The prospective client’s mother passed away in March of 2022 and, before her passing, had sold her home to pay for assisted living. The prospective client has been unable to obtain from the PR/trustee a complete explanation of how the estate’s assets were disposed of, including proceeds from the sale of the mother’s home, any assets held in the living trust, and her mother’s personal property.
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