My question involves estate proceedings in the state of: Macomb Co., MI
My paternal grandparents had five children, one of which was my father. My father predeceased my grandparents and shortly before my grandfather passed away, my mother, sister, and myself were added as beneficiaries of the trust that include my fathers four remaining siblings. Our Aunt (father's oldest sister) is overseeing the trust. Since the beginning, it was constantly reiterated to my sister and I that we could lose our portion of the inheritance if we ever contested the handling of the trust. We have only seven pages of the will, a single page of the trust which lists the percentages entitled to each beneficiary, and a yearly probate filing that states the trust will remain open for x number of years. The trust will now close at the end of 2018 and we still have unanswered questions, such as how do we know that the amount we are receiving is correct? Where does the money come from? How much was the estate worth? Why do we receive semi-annual checks instead of one lump sum? We have been feared into not pursuing answers and my aunt avoids our questions at all cost. A free consultation with an attorney advised us to send a certified letter to my Aunt requesting full copies of the will, the trust, and accounting statements for the each year the trust has been opened. Would other agree with his recommendation? The retainer was very pricey. Could we draft our own certified letter as a means to save money until an attorney is necessary?
My paternal grandparents had five children, one of which was my father. My father predeceased my grandparents and shortly before my grandfather passed away, my mother, sister, and myself were added as beneficiaries of the trust that include my fathers four remaining siblings. Our Aunt (father's oldest sister) is overseeing the trust. Since the beginning, it was constantly reiterated to my sister and I that we could lose our portion of the inheritance if we ever contested the handling of the trust. We have only seven pages of the will, a single page of the trust which lists the percentages entitled to each beneficiary, and a yearly probate filing that states the trust will remain open for x number of years. The trust will now close at the end of 2018 and we still have unanswered questions, such as how do we know that the amount we are receiving is correct? Where does the money come from? How much was the estate worth? Why do we receive semi-annual checks instead of one lump sum? We have been feared into not pursuing answers and my aunt avoids our questions at all cost. A free consultation with an attorney advised us to send a certified letter to my Aunt requesting full copies of the will, the trust, and accounting statements for the each year the trust has been opened. Would other agree with his recommendation? The retainer was very pricey. Could we draft our own certified letter as a means to save money until an attorney is necessary?
Heirs and Beneficiaries: No Paperwork for Beneficiaries; Sending Certified Letter
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