From day one she has acted hostile towards me and its as if she thinks she can disinherit me. Our Mom passed away June 27th, 2011. Our Mom had considerable assets in two bank accounts $176,000 in one and $36,000 in another. I beleive there was a life insurance policy for $49,000 as well. Mom also owned property free and clear from any liens etc and she was always responsible about paying her bills, taxes etc. the property is currently on the market and I had to ask the real estate agent how much it was listed for. My sister and her husband went into Moms house and removed property, then changed the locks. I used to live in one of two apartments on same but was evicted by sister due to not being able to pay my rent for the mo of July. Im on unemployment. My job closed its doors after 40 yrs
As a beneficiary of the trust you are entitled to certain information, including a yearly accounting. I recommend that you ask for an accounting in writing if you haven't already been provided with one.
This does not constitute legal advice nor does it create an attorney-client relationship.
One question: Is your sister working with an attorney representing the estate or trust? If not, I would contact an attorney immediately. If your sister is not represented, it is quite possible that she may not know the rules governing trustee duties and responsitilities. Having an attorney represent you individually may get her on the right track and make sure your interests are protected before it is too late.
You are entitled to this information. It is important that you act quickly to protect your rights and the assets of the trust. If you have a copy of the trust it is important that you pull it out and look at it carefully. Make sure that you have gathered all amendments to the trust. Once you have done this sitting down with an attorney and going over the trust and what has happened this far is important. You can review your options and decide best how to proceed in this matter. Good Luck!
If you would like further information about our practice call 805-466-4800 or visit us on the web at: www.atownlaw.com
The communication above is provided for informational purposes only. It is not legal advise and does not create an attorney client relationship with anyone. Please consider the information above and get competent legal advise from your trusted advisor.
Years licensed, work experience, educationLegal community recognition
Peer endorsements, associations, awardsLegal thought leadership
Publications, speaking engagementsDiscipline