Inheritance and trust investigation and protection – Upwork


I am looking for an aggressive, creative, and open-minded legal expert who can defend our rights to an inheritance.

Status:

– 87 (1936) year old father insists on splitting his inheritance equally between four (4) children
– The law firm that used to be the trustee for one of his trusts has been fired, with the supposed excuse that they are too expensive.
– Three children appear to be colluding to exclude me.
– Father’s mental faculties are slowly degrading, and he is both cheap and unable to support and enact his wishes fully.
– The other three children are in control of my father’s trust and do his taxes.
– I have zero visibility into the situation besides some general information my father has shared.
– My father is open to allowing me to see any of his information, such as taxes and finances, just that it is difficult for him to provide.
– I am outside the country, which makes it even more complicated.

Thoughts/Ideas

  I primarily want your experience and advice in defending an inheritance involving trusts and wills.  Some possible approaches might be something like

– Get permission do allow his financial advisor to directly share his financial information
– Get some way to directly get the IRS to share his tax information
– Find out the exact details of the current trust situation.
– How many trusts are there?
– How many bank accounts?
– Who controls the trusts and bank accounts.

  These are my basic ideas.

  How can you help me protect my rights to this inheritance?

Posted On: January 15, 2024 01:38 UTC
Category: Paralegal Services
Skills:Due Diligence, Document Review, Legal, Legal Research, Legal Assistance, Trust, Estate & Will Agreement

Skills: Due Diligence, Document Review, Legal, Legal Research, Legal Assistance, Trust, Estate & Will Agreement
Country: United States

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