Reply to dad wants me to sign estate paperwork without seeing financials

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[quote=Anonymous][quote=Anonymous]The estate is in Texas. I am not being added as an executor, rather my uncle is being removed. The paperwork specifically says "The Beneficiary has had full and opportunity to inspect the books and records of the Trustee maintained with respect to the Trust" and "The Beneficiary has made such investigation regarding the actions, omissions, and decisions made by the Trustee in its capacity as Co-Trustee of the Trust as necessary to execute this Agreement" and "the Beneficiary has received, or been given the opportunity to review, regular account statements from the Trustee covering the period the Trustee served as Co-Trustee of the Trust."

I very much want to preserve the relationship I have with my dad, but I feel that this is one of the many conditionalities that he places on our relationship. The previous poster who identified the true issue as challenges in our relationship is correct. This is not about money. I feel like I have to make myself smaller to be able to have a relationship with him.

[b]I guess the warmest way to handle this would be to find a time when I am feeling particularly calm and call him to explain that I don't feel comfortable signing without the info I am required to review but that I really don't anticipate any issues[/b].[/quote]

OP, at a bare minimum I'd ask him how much money is in the trust and who are the trustees.  Ideally you would get a copy of Nov 20 2022 financial statement and a copy of trust documents specifying who are trustees and how they are appointed.

Also, are you a beneficiary now (i.e. are you currently receiving distributions) or are you a beneficiary sometime down the road when someone dies?[/quote]

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