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VickyD Asked March 2017

Changes to my mother's living trust: Will I be notified if brother cuts me out?

I was the sole executor on my 94 year-old mother's trust when it was drawn up. I have one living sibling who is married, but at the time, my Mother put only my brother as a beneficiary, but excluded my sister-in-law completely.

I suspect that my brother's wife either has - or will - convince my mother to change the trust and take me out completely and put my brother and herself IN as executors. Mother is gullible and easily swayed; she "loves the one she's with" and my sister-in-law knows this. So while I'm at work, she goes to my Mother's house and "helps" her, etc. I can imagine that this SIL offered to drive her to the attorney, and may have even offered to pay for the cost of changing the trust.

If / when the trust changes, do I have the right to know? I will call the attorney who did the trust as a last resort, but he knows us and I would like to guard my privacy until I have the answer to this general question.

Thanks for your reply/replies!

pamstegma Mar 2017
An executor handles the Will, not the trust. Trustees handle the trust. Make sure you know what you are talking about before you call the lawyer. They are separate items.

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