Dad died in 03'. He switched investment accounts from Smith Barney to Fidelity. Because Smith Barney weren't producing anything. Took out a mortgage on a house that has been paid for since 67' in order to save my mom on taxes. My sister and I are the only names(besides my mom's) on the Living trust. However, I don't think he has stolen anything. I'm asking him today to show me all docs. and paperwork. If he refuses, what can I do to legally force him to surrender it all? I do have my mom's and sister's support in this matter.
It might be best if you present this as a fact finding mission to go over your mom's future care needs. Plan a meeting with you and your sister (his mom?), it will seem less judgmental if you are all working together to assess her financial ability to pay for care.
If mom signed a document making him POA, he is actually obliged NOT to share information, he has to keep it confidential. Is he POA?
Who signed for the new investment accounts? Who signed the mortgage? Your mother?
Archangel, can you clarify? When was your nephew asked to help? When did he start?