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I can't believe I'm posting this but here goes... My stepdad passed away yesterday. He kept me up to date on his finances as I'm the only surviving family member. He would let me know if he had to spend money on a big-ticket (pool repair, roof repair, etc) item and take from a CD or something to which I would always say, "that's ok dad. It's your money". His 83-year-old sister has been staying with him, helping him out and offering support, for the last 2 years. After his passing yesterday I was advised of the following. She is now listed on his accounts "since I'm not there" she says. And his liquid accounts are empty with only his social security check in his checking. The last update I got from him was to expect around $65k in his checking and savings. He had an annuity worth around $40k and I was told "that's been depleted". She also said in the last week he wanted a new will written. Since I'm tasked (or so I thought) with carrying out his last wishes I asked for a copy and have not gotten a response other than she and I are supposed to split the probate lawyer fee. What the hell and I supposed to do??? She's taken his money, obviously. When I ask about what changes he made I get responses like "you left him alone in declining health" which is baseless and insulting, and, "why do you need to know? you're still getting the life insurance!". I'll never believe this is what he wanted and am about to fly down there and will have to deal with her for a few days with a probate lawyer. How am I supposed to act? What am I supposed to say? My mind is blown...
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- 1 year ago
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