Sounds like what my brother did to me after my parents died. He ended up with 90% of the trust and lied to me every step of the way. We were estranged for over 25 yrs until he died from Covid in January 2022. Guess I got the last laugh after all.
I am a Trustee and the sibling heirs have abused me through the entire process. There is another side and adhering to fiduciary responsibilities is what is required. Court ordered trust with pour over will because my Dad died intestate leaving our step-mom who had dementia behind. Technically they and I were not heirs on her passing…her Mother was! I became my stepmom’s conservator and her Mother wrote an affidavit to the court that my Dad’s kids should inherit after my Stepmom’s passing. She knew I would lovingly care for her…and I did that for 8 years.
Since this Trust is under court supervision it has been very difficult trying to wrap it up…between Covid delays to finalize the conservatorship so assets can be distributed, real estate prep for sale and IRS making claims to lien for taxes that they were paid but have not applied to the tax year…. I am hopeful this will be resolved so I can close this out this month.
This entire process from the conservatorship through the Trust has taken a severe toll on my life… Other than my compassion to be sure my stepmom was properly cared for… I would not advise anyone to accept this level of responsibility.
Only if he invested well and you inherited his estate.
It's a bitter pill. I was subjected to a similar fate with a relative of my relative who supposedly left me his estate. I had been too unwilling to seem grasping to ask him for a copy of the will or the name of his lawyer. Whoops! Another relative had a key to the deceased's house because her son was doing repair work for him; and suddenly, no will could ever be found.