When my Dad died last year he left half of his estate to his grandchildren (my children), and a quarter each to my sis and I. She is unmarried/has no children.
She was quite angry about it at the time, as she felt she should have been divided equally between her and me, but that's another story...
Anyway, my DCs money was left in trust with both Sis and I as trustees. I handled all the probate and estate administration as Dad had previously made me Power of Attorney in his later years, and it seemed simplest for me to carry on & handle things. Sis was an executor, but had power reserved so I could deal with everything, so she wasn't involved at all, and didn't ask/want to be.
So now the administration is over, and we need to sort out what to do with my DCs trust fund money. But sis won't engage about this at all! She has not offered any ideas, asked about it at all, and whenever I try to raise it via emails she just ignores them. The solicitor said I should ask her to step down and allow my DH to be the other trustee (he has useful legal/tax experience which would really help to manage things) but my sis has refused! She says she thinks it is her 'responsibility' to remain to check that DH & I 'don't do anything stupid with the money'.
She hasn't made any suggestions about how to invest it. She hasn't initiated any meetings/ conversations. She has only met my DCs about three times in their entire lives, and she has never shown any interest in them - doesn't even know when their birthdays are/ has never sent them a card.
I think she is being spiteful now and using this as a way to 'punish' me for her not getting what she thinks is her 'fair share' of the inheritance, but this incompletely unfair as Dad's will wasn't my choice, and I am the one who has done all the work.
Anyone know how I could force her to step down?
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Sibling being difficult over DCs trust fund... what to do?
38 replies
CornflakeMum · 17/07/2014 16:01
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