Q: My friend is the beneficiary of his sister's estate. The Trustee is not giving him any information. Can he replace her?
She sends him 150 dollars a week on a card. The will clearly stated upon my death, but he has received no money other than the 150 a week which he cannot live on. She has repeatedly threatened to sell the house which was left to him.
A: It's possible that your friend could go to Court to have the Trustee removed. However, the most cost-effective thing is for him to work with the Trustee. It's a very good idea for your friend to hire a probate attorney to review the Trust and advise him of his rights. If the trust is not being followed, that attorney could then speak to the Trustee to find out why they are not following the trust and whether or not the Trustee needs to be removed. It is going to cost your friend some money to get good advice but ultimately it will be worth it.
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