I have asked him to get the documents he is in possession of, and once I have them, I will begin to hunt down the folks on the Letterheads.
The problem with local reps (Las Vegas, don’tcha know) is that they will do as little as possible while taking as much as possible. Which is why I asked for the info on the MA people.
He also needs to contact his brother in KY to let him know that what is going on is designed to make one brother and his daughters the sole heirs. I’m still having a tough time with this because the guy was distracted long about May...and I’m still trying to pick up the pieces.
Yes, by “local rep” I meant in Massachusetts, not in LV. What with the Interwebs, he can look up attorneys in the relevant town, get reviews of them, and email them about their prices to represent him. However, I’m always of the opinion that a bank is a good place to start, if his mother had one. We found the attorney - also former Mayor of Monroe - who did our re-fi closing through a lady in my prayer group who’s a Realtor.
And it’s awfully nice of you to be involved in this at all, considering.