Can a law firm get stock statements by subpoena? | NC

About this video

Q: Can a law firm obtain stock account statements for a deceased account holder through a subpoena? A: Usually, yes — but not just because the law firm asks. The safer rule is that the estate's personal representative must have legal authority, and any subpoena usually has to be tied to a real court matter. If the firm represents the estate and has letters testamentary or letters of…