Legal Question in Wills and Trusts in Indiana
I am in a situation where my father passed about two years ago. I am the youngest of 1/3 children and was named the executor of the estate on my fathers will. The will stated that i would share equally but while my father was alive and also towards the end of his life, he changed his bank accounts by adding me as a joint owner. He wanted that money to go to me because he felt like my two siblings abandoned him and was not a part of his life. The irony is that my sisters freely admit that they did give up on him. Since my father failed to change his will, by law...I was required to honor the will by distributing his things equally minus the joint accounts. I did just that and two years later, one of my sisters is now personally challenging me on the legal will and my father's wishes while he was alive because she feels like she is entitled to the funds that was in the joint accounts. My question is: should I have any concern about how I handled the estate in collaboration with my father's lawyer who wrote up the will and helped me through the probate process as well as the closing of the estate?
2 Answers from Attorneys
No, it doesn't sound like it.
If the estate was handled through probate court and with the assistance of an attorney, you should not have much concern. If you receive any formal complaint from your sister, have it addressed by the attorney who assisted you on the estate.
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