[WSBAPT] Financial investigator?

[Kailei Feeney]

I cannot speak to brand new accounts just opened but an IRS transcript request would have anything previously in existence.

Kailei
Kailei B. Feeney
Attorney-at-Law
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(206)938-5500
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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
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