Follow
Share

Can the Attorney be required to tell my Sister everything about our conversations due to her being Executor or can it be kept quiet?

This question has been closed for answers. Ask a New Question.
Find Care & Housing
The problem isn't with your sister being executor. She cannot be that until your Mom dies. She is a POA. You say YOU are also a POA at the same time (unusual that, usually you would be the successor if something happened to sister.).
Only the POA matters here if Mom is alive, not the Executor.
You should see the attorney TOGETHER if you are SERVING together. Otherwise, yes, if you are CO EQUALS as POA, the attorney can/would/should share everything with the OTHER sister who is a POA. If this is also your Mom's attorney, he would share all with BOTH your Mom and your Sister POA.
If you have problematic questions see your OWN attorney, who is sworn to keep your secrets.
From some of your writings about this whole thing I think you are not understanding a lot of this. Your Mom is being cared for now by her daughter, your sister. You Mom has also made your sister Executor after she dies. Your Mom is living with your Sister.
I think you need to ask Sister if she will attend an attorney with you to answer your questions, because it sounds to me like you don't fully understand what POA is, who serves, and when, and when their duty as POA is over and they are Executor (if appointed, ) instead.
You are talking in your other post about the attorney making a Trust for your Sister, at her request, of your Mom's assets. This can't be done if Mom has dementia, or cannot be easily done. POA duties are enumerated and listed on the document itself, and for a POA to be able to sell property and or create a Trust requires special permissions written at the time the document was made.
See YOUR OWN ATTORNEY to explain all these complicated things to you. YOUR OWN attorney. Take your POA documents with you.
Helpful Answer (0)
Report

To answer your question, YES

This happened to me. My mom was Executrix for her brother, my uncle's Estate.

I asked a question regarding the title to his car and about a conversation I had about Probate court which I sent him a letter about.

He let my mom know about both conversations.
Helpful Answer (0)
Report
AlvaDeer Jul 2022
If you were speaking to your MOM'S attorney, then yes, that attorney can tell Mom everything you said. If you hire YOUR OWN attorney for these questions, that attorney cannot tell Mom anything. That would be your attorney.
(2)
Report
See 1 more reply
Any attorney you hire is sworn by laws of privacy not to share your information with others. The same goes for any attorney hired by your sister. You will have no access to your Sister's private information through her attorney.
More details would help because quite honestly I can't imagine what you are talking about.
Do know that your sister is POA until the principal who designated her is dead. Then, if she is the Executor her POA is GONE and she is the Executor. She doesn't have to share ANY information with you as POA. She DOES have to fulfill the legal duties as executor of a will and wills are published. You will be notified if you are a beneficiary within the time frame demanded in your state. If not you will go to the court and look at the will as it is filed for probate.
Best of luck.
More information will get you better answers here on forum.
Helpful Answer (0)
Report

Ask the attorney if your conversation is private. It should be, but confirm prior to seeing him/her. If you are your moms DPOA, you represent your mom when speaking to him.

If your questions have to do with you as a beneficiary of your moms estate, you might want to find your own attorney.

Are you co DPOA with sister?
Is she financial and you medical or vice versa? This is important to know.

You need to read your DPOA and look up the terms to help you better understand the difference between a DPOA and a regular POA. If the attorney prepared both then you should be able to get your answers there but it helps to have a general understanding or refresher before meeting. When we run into a problem, the document suddenly becomes more important to intimately understand. Either way, when mom passes, the POA/DPOA are no longer valid.

Executor (or Personal Representative in Florida) doesn’t take effect until your mom passes and the COURT says sister is executor. Even though the will may designate her as the PR, she will still need to be approved by the court.

Here is a pamphlet I found online going over the basics for Florida.
Note that it is advised that the PR have an attorney and not be the same one as any beneficiaries attorney.

https://www.floridabar.org/public/consumer/pamphlet026/

Here is another site that is a Florida law firm. They appear to have many informative topics that might be of interest to you.

https://www.floridaprobatelitigationlawyer.com/are-you-a-dutiful-child-who-is-a-caregiver-for-your-loved-one-the-florida-laws-explained/
Helpful Answer (0)
Report

What kind of POA does your sister hold, or are you co-POAs?

First and foremost, your mom's attorney works for her, not either one of you. I'd get it clarified from him what he's even allowed to talk to you about.

If I was you, I'd get my own attorney to answer my questions.
Helpful Answer (1)
Report

This question has been closed for answers. Ask a New Question.
Ask a Question
Subscribe to
Our Newsletter