Quote Quoting anami
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1. Should I name the bank and brokerage (located in that other state), so that they are given instructions at the conclusion of the trial?
After you retain a lawyer and actually file a lawsuit, you will follow your lawyer's advice.
Quote Quoting anami
2. Is there any strategy I can bring to bear to stack the odds against the sister who is an attorney in another state?
We don't have the facts necessary to analyze that for you. Talk to your lawyer.
Quote Quoting anami
3. I am guessing I should take this to District Court, correct?
Probably Superior Court, although again, we don't have the facts necessary to analyze that for you. Talk to your lawyer.
Quote Quoting anami
4. Can I name the younger (friendlier) sister in a distinctive manner in the suit, to show she must respond but is not being attacked?
You can discuss strategy with your lawyer. Most people who are sued by a relative feel that they are being attacked.
Quote Quoting anami
5. Where may I find an outline of the procedure I need to learn and follow, to bring suit and repond to any motions (change of venue, etc.)
You can go to the county law library or a law school library and start reading the practitioners guides to business law, civil procedure before trial, civil procedure during trial, the rules of evidence, and the like.