Q: How to deal with a difficult executor
My mom passed 07/04/24 I'm a beneficiary along with three other siblings my sister is executor she is being very difficult to deal with I have asked her for a copy of the trust she refuse I sent her a demand letter for a copy of the trust she received it but of course ignored it she has mentality of I do what I want that she does not have to follow my mom wishes in her trust she communicates with the other two beneficiary and discuss with them about the trust but has excluded me out of any conversation regarding important information about the trust I can't afford a probate attorney or a petition to the court to force her to give me a copy of the trust and possible removal as an executor I don't know what to do my back against the wall she has not filed probate as of yet I need help and answers
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- California
- (916) 704-3009
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- Answered
A:
I'm sorry you're facing this challenging situation. Start by formally requesting a copy of the trust and a detailed accounting of the estate in writing. Send this request via certified mail so you have a record of your efforts to communicate.
If your sister continues to withhold information, reach out to the San Diego County probate court for guidance. They can provide information on your rights as a beneficiary and the procedures for addressing an uncooperative executor. The court may offer resources or suggest mediation to resolve the conflict.
Additionally, look for local legal aid organizations or support groups that assist individuals in probate matters without high costs. They can help you understand your options and take the necessary steps to ensure your mother’s wishes are respected. Stay persistent and keep detailed records of all interactions related to the trust and estate.
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