Legal Question in Wills and Trusts in Massachusetts
More info on the executer question
Wow, thanks for your quick reply.
Here is the info i wasn't clear about... My sister and I were named as in my father's wife's will, he had left all to her when he died.
My dad�s last wife died recently. Her nephew (she had no children) was made executer; I was contacted to sign that I had no objection to him being named, which I did. Since then I have not heard a word. My sister asked him about the division of the estate and was told it was being divided equally and other questions she asked were not directly answered. For example she asked about the final sales price on our family home and was told, �We had to come down a bit in price.� Later he told my sister that some �bonds� had been distributed to his side of the family. After 6 months, I tried to talk with the estate�s lawyer and was referred to the executer and was told by him that it was too expensive for me to have a copy of the will because the lawyer would charge to copy it. I went to the courthouse and got a copy of the will, I found that the executer is getting a substantial lump sum and there were no provisions for the distribution of bonds.
What rights do we have in this matter, what information is reasonable to expect, how do we get information?
3 Answers from Attorneys
Re: More info on the executer question
It is still not clear in what capacity you and your sister were named in your late stepmother's will, nor in your late Father's will.
Again, you should retain an attorney to whom you should take all documents in your possession for a more definitive answer to your questions. Good Luck!
Re: More info on the executer question
My response would be the same. Take all the documents to an attorney and let him review them.
Without reviewing your step-mother's Will, any accounting filed with the court or your father's Will, it is impossible to tell you what your rights are beyond my previous email.
If you want to discuss this directly with me, please feel free to call me.
Regardless, let me wish you good luck.
Re: More info on the executer question
If you are named as someone who will receive under the Will, you are entitled to the rights I outlined in my earlier reply - the right to know what is in the estate and what expenses are being paid, and what distributions have been made and will be made.
It is important to have someone review the documents in order to see that your interests are being protected.
Let me know if I can help -
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