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Another inheritance one...

2 replies

popthepopcorns · 24/07/2024 14:41

My elderly DM (94) nominated one of my siblings as her sole executor in her will when it was written several years ago because my sibling works in finance. Her will divides everything evenly, but there are complicating factors such as family trusts, and properties to be distributed with equalizing payments to reflect different values. My concern is that the sibling appointed as DM's executor is actually very devious and dishonest. I don't want to give any outing details but I have recently discovered they have behaved dishonestly over many years on a personal, financial and legal level. DM is mostly oblivious. Does anyone have any experience of similar? Would you say anything or just leave things as they are?

OP posts:
Mosaic123 · 24/07/2024 18:51

Are there other siblings? Do they feel the same? Maybe have a discussion with your other siblings?

Does executor sibling work in a profession involved with finance?

Would you report them to their professional organisation anonymously if they have done things that would affect others?

popthepopcorns · 24/07/2024 19:14

Mosaic123 · 24/07/2024 18:51

Are there other siblings? Do they feel the same? Maybe have a discussion with your other siblings?

Does executor sibling work in a profession involved with finance?

Would you report them to their professional organisation anonymously if they have done things that would affect others?

I wouldn't want to risk making DM upset, so no, I wouldn't report them. I'm virtually NC with the other sibling so not sure whether they know anything - but I suspect not.

I've wondered whether I should at least encourage DM to add a second (professional) executor - just on the basis that none of us get along or communicate well with each other, so the 2nd executor would act as a go-between. Would appointing a second executor usually be enough to prevent fraud?

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