My mom recently passed leaving her estate to be split equally between me and my siblings. The assets were sold prior to my moms death and placed in a DA Davidson account to manage will she lived in assisted living. My sister is the executor of the will, giving her control of the the estate and accounts. After my moms passing her DA Davidson account was closed and another DA Davidson account was opened in my sisters name with a tax ID number instead of my moms social security number. The new account doesn’t show the previously closed account history. I want to be able to review it for myself but my sister isn’t being very forthcoming which leads me to believe she may have something to hide.
Both accounts have her name on them giving her access, but being that I an one of the beneficiaries who is willed a equal portion of the inheritance does that give me any legal right to review the account information for myself or do I have to rely solely on the documents provided by the executor?
If legally they are not required to give me the login and password is there another way to get the information, can I force them to add me to the account or is there a way that I can acquire the official account history from DADavidson that doesn’t involve the executor sending them to me? I just want to make sure I am getting the full picture.