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Reply to "dad wants me to sign estate paperwork without seeing financials"
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[quote=Anonymous][quote=Anonymous]I'm going to voice a different opinion. It's possible he was really just trying to expedite the process. He may have felt he was already looking out for the best interests of the family, and wanted you to just trust him and sign ASAP. Regardless of his true intention, you could respond to him"assuming" this was his rationale. Thank him for trying to make the process less complicated, re-assure him that you appreciate his guidance/care-taking, and re-assert your appreciation for him sending the financial documents so you could better understand/appreciate the trust. [/quote] This very well could be the case. I do believe as a beneficiary the OP should know how much money is in the trust. Who are the other beneficiaries of the trust. Who are the trustee(s) of the trust going forward.[/quote]
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