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You are here: Home / Probate Forum / Voting Question: Any way I can find out if I’m listed as a beneficiary to my deceased mother’s trust?

Voting Question: Any way I can find out if I’m listed as a beneficiary to my deceased mother’s trust?

March 14, 2012 by Anthony Nitz

My mom passed away in December. My sister was power of attorney while mom was still with us. She is now executor and the Trustee of our mom’s trust. A will exists, which states that our mom wanted everything to be split equally between her four kids. From what I understand, the trust was set up so that nothing had to go to probate. This being the case, does it make the will irrelevant? Should the trust list all my mom’s kids as beneficiaries and indicate the same information that’s in the will (or refer to it)? I’m not sure If only my sister is listed in the trust as a beneficiary, or if she, myself, and my brothers are all listed as beneficiaries. Sister is very narcissistic, and is not being very transparent. Can I find out who’s listed in the trust as beneficiaries from someone other than my sister? She acts offended if you ask her anything about it. IF she was the only one listed in the trust as a beneficiary, are me and my brothers potentially screwed, even though our mom’s will and desire was EXTREMELY clear? Our sister “helped” with the process of getting the trust set up while our mom was in hospice after several strokes, so my mom may have had no clue as to what was actually taking place. I’m wondering if my sister didn’t have it set up to list her as the sole beneficiary. This is all very confusing and stressful. I’m pretty much wracked with anxiety and stress right now. HELP!!!

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