[WSBAPT] Financial investigator?

[Philip N. Jones]

Can she monitor his mail?
Can she monitor his email?
Can she get a copy of his last tax return?
Has he borrowed money recently such that he completed a recent financial statement?
Phil Jones

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 - office
(503) 853-1482 - cell
(503) 226-3574 - fax

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Ann Manley
Sent: Wednesday, July 20, 2022 3:02 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Financial investigator?

My client is in the beginning stages of dementia. His daughter has a broad financial power of attorney. The issue is that she can't get him to tell her all of his existing financial accounts, and he recently opened up a new account.

Is there someone she can hire to find out what accounts he has? Or does anyone have any other ideas of how to figure this out?

Ann Manley, Esq.
The Manley Law Firm, P.S., Inc.
PO Box 16324
Seattle, WA 98116
(206)292-3064 / (206)292-3914 fax
www.manleyfirm.com<https://nam11.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.manleyfirm.com%2F&data=05%7C01%7Cpjones%40duffykekel.com%7C7ed94c8356c046cfe55108da6a9bfad9%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C637939515412629004%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=S3IYPi572oKJtXfBR9noTzAWD39f5CH%2FV2ljPwInq0k%3D&reserved=0>

The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Employment Matters, Personal injury, Small Business, Unemployment Claims, Wage Loss and Compensation claims

* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.

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