Q: Trustee of my Father’s estate is refusing to show, share or provide list of beneficiaries. What can or should I do?

Trustee has not shared the Trust. It is believed he disposed of the most recent Will, & filed an older version in which he filed a month after my dad passed, & has slowly trickled in other documents:

One property was not part of the trust, yet somehow he has been able to transfer it over & produce a warranty deed stating it is now part of the trust; Will filed w/out the list of beneficiaries & said assets (tangible and intangible)/properties & land/personal belongings/investment, stocks & shares totaling approximately $11mil. The Will has clearly been reprinted as the pages are brand new. The property I have been a resident of since October 1st, 2016 based on a verbal agreement of $1000 mo. & any updates invested in this property to also apply to the amount paid in for said property w/ the promise that in the event he passed it would be deeded to me. Yet, trustee just informed me he’s putting on market Nov. 1st.

Trustee claimed via text msg that my dad left him “EVERYTHING!” HELP!

2 Lawyer Answers
Barry W. Kaufman
Barry W. Kaufman
Answered
  • Jacksonville, FL
  • Licensed in Florida

A: There's no online help. You must retain an attorney to protect yourself. The personal representative should have a lawyer representing your dad's estate.

James William Martin agrees with this answer

Jane Kim
Jane Kim
Answered
  • Naples, FL
  • Licensed in Florida

A: You should consult with an estates and trusts litigator.

Good luck.

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