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[quote=Anonymous]Mom passed 2 months ago. I am the executor (and also was her primary caretaker for the past 4 years, moved her out to near me, took over all her affairs, dealt with her property, medical, etc, etc). I know my brother does not work on the same timeline that I do but getting him to do anything is like pulling teeth. And these are things that benefit him!

One example: there's a POD account with Bank of America. All he has to do is walk into the bank with the form I've filled out and sent him, show his id to them and they will distribute the account to both of us. It's been 3 weeks since I sent him the form, and there are plenty of branches near him.  Another example, there's a Roth  account via fidelity that is split between us.  I've claimed my share, but he has yet to call back the 'life transitions' coordinator, who has reached out to him 3-4 x,  He has a fidelity account. It's a 15 minute phone call tops.

I'm trying to wrap up some of these smaller things so I can close out the estate and I need him to do a few other relatively minor pieces of paperwork as well. He works at the same job that he's worked at for 25 years, with no travel, lives alone (no kids, partner or pets), and meanwhile I'm juggling estate stuff, teens, my job etc. I mean, I kind of understand why he has never been able to maintain a normal romantic relationship, this would absolutely drive any partner crazy, I guess...but its selective, He clearly has done very well at work and does his job without issue.

I am also really rethinking my brother's role in a small inherited asset trust for my kids. If I kick the bucket, my inherited money will go to my kids (we have a blended family), and I put my brother as the trustee if they are still minors, but honestly his lack of any kind of action gives me pause.

We get along fine, we chat, there's no animosity, but when I ask him he keeps saying he's been busy, sick, he'll get to it this week, etc, or he takes a week to call me back. I'm not really sure what to do. [/quote]

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