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Married Couple (early 40's) updating their Trust with no dependents and completely estranged from their families. What/Who do we leave our funds to?
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My husband and I created a Trust years ago basically for our pets. We needed cash to be disbursed quickly so that our pets can be taken care of and we didn't have a great support system. No one in our families would take the pets without money. At the time we were also worried about family members challenging our Will. The Estate Lawyer recommended a Trust and that's the way we went.

Fast forward to about 5 years later and we both have left the abusive families recently and right now, with the exception of our therapist, we are completely alone. We are changing our Trust to remove the few estranged family members. Who do we leave the estate to? What's the wisest way to handle this? We don't plan on being alone forever, but as anyone living with abuse can tell you, the abusers isolate you until they are all you have. This was our case and it was a complete napalm to our social connections to escape. Our therapist has has said they would take our current pets until we find someone but they have specified that they don't want any money at all, just the pets. We don't plan on getting more pets until we have healthy relationships with others. All of our pets are older (dog: 14y and cats: 10y and 8y).

We have spoken to the estate lawyer that is currently handling our change and they seemed perplexed that we had no one and continued to focus on that. They had no advice for us and don't see it as possible to have no one. We are just in a weird transition but leaving the abusive and cruel family members on the Trust gives me anxiety. They need to go. What do we do in the mean time for this weird transitional period? We are both young-ish, so the plan is honestly to change it for now and then change it again when we are in a different place in life.

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Find a charity that supports something you care about and name it. You don't need to notify the charity in advance. If you have specific ideas about how that charity should use the money, you can leave specific instructions or limitations.

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Posted
11 months ago