itsmyparty
Recycles dryer sheets
- Joined
- Mar 8, 2008
- Messages
- 129
Hope you dont mind reading this brief summary.
My Canadian cousin, who lives in British Columbia, died in July of '13. Her beneficiaties were myself and her best friend...divided equally. She was a resident of an assistant living home for approx. 1 yr., had a few pieces of furniture, some mutual funds (we are estimating worth about $200,000 CDN, no debt and had sold her home over a yr. earlier and had put the $ into those mutual funds. Since her passing I went to Canada and was given her ashes (she left no instructions other than cremation) and her friends and I had an informal gathering in her memory. The lawyer indicated they were glad we took that on...no hesitation turning them over. Might also say that the other beneficiary had turned over my cousin's purse and $ from a strong box from her apt. Just after my cousin's passing as she had helped my cousin alot with things over the yrs and knew it should be removed from the assisted living place. She asked for a receipt for the approx. $700 she turned over...felt it just seem so informal otherwise, and the legal asst. indicated she was insulted by responding, after making out the receipt, that they are to be trusted as 'they are lawyers'. My questions are... With such a simple will/situation is this taking an excessively long time, the lawyer who drew up the will is also the executor (he did send each of us a copy) and is there a way we can get an accounting, when /if all is said and done they have depleted everything. Reason we question...is there is not information when either of us call...eg. Probate apparently is over, told to the other beneficiary after several calls about status (she lives in same city).. But never officially told to either of us...but waiting for sale of mutual funds ( both of us know that takes about a day) and tax return. None of this told officially or by the attorney (a well known firm, apparently).. Only allowed can get thru to asst. i have googled to see if I could find any info ( ie state I live in...wills/ probate public and lawyer who draws up will cannot also act as executor ( could be conflict of interest). Maybe we need to be more aggressive...the other beneficiary, a lady in her late 70's, my cousin was 80)...feels they are putting this low priority because we are older. Can see why she could feel that way..but can't imagine. Would appreciate thought on this situation...thanks!
My Canadian cousin, who lives in British Columbia, died in July of '13. Her beneficiaties were myself and her best friend...divided equally. She was a resident of an assistant living home for approx. 1 yr., had a few pieces of furniture, some mutual funds (we are estimating worth about $200,000 CDN, no debt and had sold her home over a yr. earlier and had put the $ into those mutual funds. Since her passing I went to Canada and was given her ashes (she left no instructions other than cremation) and her friends and I had an informal gathering in her memory. The lawyer indicated they were glad we took that on...no hesitation turning them over. Might also say that the other beneficiary had turned over my cousin's purse and $ from a strong box from her apt. Just after my cousin's passing as she had helped my cousin alot with things over the yrs and knew it should be removed from the assisted living place. She asked for a receipt for the approx. $700 she turned over...felt it just seem so informal otherwise, and the legal asst. indicated she was insulted by responding, after making out the receipt, that they are to be trusted as 'they are lawyers'. My questions are... With such a simple will/situation is this taking an excessively long time, the lawyer who drew up the will is also the executor (he did send each of us a copy) and is there a way we can get an accounting, when /if all is said and done they have depleted everything. Reason we question...is there is not information when either of us call...eg. Probate apparently is over, told to the other beneficiary after several calls about status (she lives in same city).. But never officially told to either of us...but waiting for sale of mutual funds ( both of us know that takes about a day) and tax return. None of this told officially or by the attorney (a well known firm, apparently).. Only allowed can get thru to asst. i have googled to see if I could find any info ( ie state I live in...wills/ probate public and lawyer who draws up will cannot also act as executor ( could be conflict of interest). Maybe we need to be more aggressive...the other beneficiary, a lady in her late 70's, my cousin was 80)...feels they are putting this low priority because we are older. Can see why she could feel that way..but can't imagine. Would appreciate thought on this situation...thanks!