Posted on Wed Apr 10, 2024, on Formal Accounting
From Our “Ask a Question” Mailbag: “My mother died two years ago. My brother is the Executor but has stopped returning my calls. This didn’t seem like such a complicated estate. When the Executor is taking a long time, what can I do?” What can I do when the Executor […]
Klenk Law
Posted on Mon Jan 11, 2021, on Formal Accounting
From Our “Ask a Question,” Mailbag: “My mother died last year, and my sister became the executor of her estate. Things started well, but then she stopped communicating with our family. She has sold the house, liquidated accounts, but we have no idea about what she has done with the […]
Klenk Law
Posted on Wed Feb 20, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Burlington County, Personal Representative.” What Are Examples of When to Request a Formal Accounting From a Burlington County Executor: Reasons to Request a Burlington County Formal Accounting: Suspected Estate Asset Mismanagement. Mrs. Moorestown named her daughter, Florence, […]
Klenk Law
Posted on Sun Jan 13, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “Reasons to Request a Formal Accounting From a Lehigh County Executor.” What Are Examples of When to Request a Formal Accounting From a Lehigh County Executor: Reasons to Request a Formal Accounting: Suspected Mismanagement of Estate Assets. Mrs. Allentown died leaving a Will which named […]
Klenk Law
Posted on Sat Jan 12, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “What are Examples of Forcing a Power of Attorney to Account?” Examples of Forcing a Power of Attorney to Account: The executor is Given Unsatisfying Answers. Mr. Blue Bell died with a Will naming his son, Jenkintown, as his executor. During Mr. Blue Bell’s life, […]
Klenk Law
Posted on Fri Jan 11, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “When Should a Bucks County Executor File a Formal Accounting?” When Should a Bucks County Executor File a Formal Accounting: When the Beneficiaries Refuse to Sign an Informal Accounting. Mr. Doylestown died with a Will naming his son, New Hope, as his executor. Mr. Doylestown’s […]
Klenk Law
Posted on Thu Jan 10, 2019, on Formal Accounting
From Our “Ask a Question” Mailbag: “What Are Reasons to Request a Formal Accounting From an Executor.” What Are Reasons to Request a Formal Accounting From an Executor: Theft. Mr. Philadephia died with a Will naming his son, Montgomery, as his executor. The Will divides his estate equally between his four […]
Klenk Law
Posted on Sat Jan 16, 2016, on Formal Accounting
From our “Ask a Question” mailbag: I am the executor of my father’s estate in Bucks County. My sister and I do not speak, so the process has been terrible. She refuses to sign the family settlement agreement I sent her, and instead has petitioned the Orphans’ Court to make me account. Do I need to respond?
Klenk Law
Posted on Sat Oct 31, 2015, on Formal Accounting
From our “Ask a Question” mailbag: My mother has Alzheimer’s, and my uncle has been handling her money for several years as her power of attorney. My sister and I are not given any information about how he is handling her money. Recently, he took his family on a long cruise that I know he could never afford on his own money. My sister and I feel he must have used our mother’s money to pay for his vacation. What can we do?
Your mother’s Power of Attorney names your uncle as her “Agent.” As Agent, he has a fiduciary duty to use those powers to care for your mother. In Pennsylvania, the Agent is given broad powers and very little oversight, but an interested person being able to easily get a court order for the Agent to account for every penny counter balances this flexibility.
Klenk Law
Posted on Fri Aug 21, 2015, on Formal Accounting
From our “Ask a Question” mailbag: My sister willed me a share of the proceeds of her stamp collection. The executor (our brother) told me that he sold the collection and sent me a check. I think the collection was worth much more. How do I get the executor to explain?
You have the legal right to force the executor to account for the stamp collection and give you the details of the sale. If you believe your share should be greater, you can object to his accounting.
Klenk Law
Peter Klenk is the founding member of Klenk Law, a seven attorney boutique estate planning law firm. We serve clients in Pennsylvania, New Jersey, New York, Minnesota and Florida. Peter Klenk received his Masters in Taxation LL.M. from NYU Law School and his J.D. from the University of Minnesota Law School. He served his country in the Navy JAGC during Desert Storm. Easy to talk to, feel free to call Peter for an appointment. We will make the process as easy as possible!
"I worked for Peter Klenk for 4 wonderful years. I can’t speak highly enough of everyone at the firm. Everyone truly cares about their clients and has a strong sense of responsibility to get things done right. I would highly recommend Klenk Law!"
Flora Novick
Jackie was fantastic! She helped prepare our will, her professionalism and organization was top notch! We highly recommend Jackie and Klenk Law.
Very knowledgeable and easy to work with. Also very competitive pricing. Recommended to me by another attorney. First class service from start to finish.
We came to this firm based because of the online reviews we read and were not disappointed. Peter and the staff were a pleasure to work with - Peter was friendly, knowledgeable and patient with all our questions and the office staff were extremely responsive and efficient with all the scheduling and follow up needed to get us ready for the signing. We also like that all documents are housed in a portal that is easily accessible. Thank you to Peter and the team for helping us cross 'update estate planning documents' off our list.
My wife and I were thoroughly satisfied. We had very clear explanations of complicated subjects.
Been a long term customer of Klenk Law. Wills and Trusts are so important and that is their strength! They are hyper responsive to any question you may have, and you are always treated well. I feel like a part of their family when there. I feel very valued as well. Give them a try!
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