Reply to Executor not providing information and stalling distribution

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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]He died in early May 2024. I’ve been asking for information since June.[/quote]

Give them a break!!! They are probably still dealing with paying bills and closing accounts!!

Having been an executor of an estate with real Estate, investments and cash I told all beneficiaries- don’t ask me anything for 6 months, I will try to get info asap, but I’m not committing to anything before 6 months. I needed all bills to roll in, figure out what I was dealing with and start to net stuff out.

Op - you try stepping into someone else’s financial life. It’s not that easy. [/quote]

Its not that hard.  I've done it.  You do need to wait 6 months but you do a group spreadsheet with all the financials - money available, debt, projected debt/payments.  [b]Why the secrecy?[/b]  [/quote]

That’s the important question. When an executor is not open and transparent with beneficiaries, they can’t help but wonder why the executor is being secretive. 
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My sibling is playing games.  They wonder why I will not speak to them.  I even did parts of it and set up a spreadsheet and they kept doing things like spending behind my back.[/quote]

OP,  you could set up a consultation with a probate lawyer, explain the facts of what is going on and get their take on the situation. The lawyer could give you some advice on how to deal with the executor now and what your expectations should be going forward.

I was in a situation like this and met with a probate lawyer several times during the process. She gave me some good ideas on how best to approach the executor and how to remind the executor of her legal duties to the estate. Just knowing what the rules are in the district where probate is taking place can be helpful. 
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