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Old Aug 28th, 2008, 02:45 AM     #1
c.barker
 
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Question DISINHERITED

MY UNCLE & AUNT (WHO WERE CHILDLESS) HAVE LEFT A FAMILY TRUST. MY BROTHER AND A NEPHEW FROM THE AUNTS SIDE OF THE FAMILY ARE CO-TRUSTEES. THE TRUST PROVIDED FOR 3 NEPHEWS TO INHERIT THE ASSETS. I, THE ONLY NIECE, AM NOT NAMED IN THE TRUST AS A BENEFICIARY, CONTRARY TO WHAT MY AUNT AND UNCLE HAD TOLD ME PRIOR TO THEIR DEATHS. THERE WERE SEVERAL ERRORS IN THE DOCUMENTS THAT MY AUNT AND UNCLE SIGNED IN THE LATE 90'S. MY SON WAS LISTED AS ONE OF MY BROTHERS CHILDREN, AND THERE WERE MISTAKES IN NAMES - FIRST NAMES WITH INCORRECT LAST NAMES, ETC. MY BROTHER AND I FEEL THAT THIS WAS SLOPPY WORK AND THE MISTAKES WERE NOT CAUGHT BY MY AUNT OR UNCLE AS THEY WERE BOTH LEGALLY BLIND AND COULD NOT HAVE READ THE DOCUMENTS CAREFULLY. WE FEEL THEY TRUSTED THE PREPARER AND JUST SIGNED THE DOCUMENTS WITHOUT BEING ABLE TO CHECK FOR ERRORS. MY QUESTION IS: DO I HAVE A RIGHT TO SEE THE ORIGINAL DOCUMENTS? IF SO (ASSUMING THERE WERE SERIOUS OMMISSIONS) DO I HAVE ANY RECOURSE? I AM RELUCTANT TO ASK THE TRUSTEES ABOUT THIS BECAUSE I DO NOT WANT TO APPEAR GREEDY, HOWEVER IF MY AUNT & UNCLE'S INTENT WAS TO INCLUDE ME I FEEL I MUST TAKE ACTION. I AM ON GOOD TERMS WITH MY BROTHER AND WILL BE SEEING HIM SOON, I HOPE TO DISCUSS THIS WITH HIM BUT AM RELUCTANT TO BRING IT UP. I WOULD WELCOME COMMENTS AND/OR ADVICE.
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