My aunt passed away 2 years ago from cancer. A few weeks ago it has come to my attention that my aunt have CD's and a family member has them. I am the executor of her estate. I question this member and this person lied. I received a written statement from the funeral home saying this person has them. How do I go about searching for them? I have no ideal what bank my aunt got the CD's from. Can anyone help me on where to start to search for these stolen CD's?
Answers




I question how the funeral home would know anything.
The suggestion to look at the most recent tax return is a good one, they probably would be listed there. But as executor, you should be able to arrange to have a subpoena issued, but it might involve going to court.
Also note, two years later, chances are the CDs have matured, not necessarily automatic renewal. At some point, they would be escheated so watch that list.

