susan.mills2
Junior Member
What is the name of your state (only U.S. law)? Arizona
The terms of my father's irrevocable trust named my younger brother executor, and allowed my two brothers to receive their inheritances as soon as the estate was settled. I, on the other hand, received a lump sum when the estate was settled and $1000 per month for 10 years; the remainder of the estate is in investments for those 10 years. I would like to know where the money is invested, the amount, and whether the money in trust has been affected by recent Wall Street activity. My brother refuses to provide that information. Does he have a legal responsibility to keep me apprised of the state of the investments? I am 59-years-old.
The terms of my father's irrevocable trust named my younger brother executor, and allowed my two brothers to receive their inheritances as soon as the estate was settled. I, on the other hand, received a lump sum when the estate was settled and $1000 per month for 10 years; the remainder of the estate is in investments for those 10 years. I would like to know where the money is invested, the amount, and whether the money in trust has been affected by recent Wall Street activity. My brother refuses to provide that information. Does he have a legal responsibility to keep me apprised of the state of the investments? I am 59-years-old.