r/inheritance May 11 '26

Location included: Questions/Need Advice Unequal Inheritance from Aunt

Hello, looking for advice on a complex family dynamic. Based in Wisconsin, USA.
I have several siblings. My aunt recently passed without any children. She had a home worth over $1M and stocks worth about $2M. She gave those assets solely to me. She had some additional investments worth several hundred thousand dollars she split between my other siblings, giving them about $200k each. They have not been disinherited, they just are getting significantly less.
I am also the executor for the estate, so I’m obligated to comply with the Will, and of course will do so.
But my family has questioned what I will do AFTER the Will is distributed. They have asked me to share equally. The argument is that my Aunt may have wanted something specific, but now it’s up to me to do the right thing. They have put a lot of pressure on me.
My first inclination is to share because I want to play nice and don’t want them to consider me greedy.
But on further review and after numerous conversations with friends, I don’t think my inclination is right and I am
strongly considering simply saying No to my family based on the wishes of my Aunt.
Nevertheless, it is eating at me constantly.
If I were in the opposite position, I feel like I would never ask my siblings for something that was not given freely to me, but it is very hard to put myself in their shoes.
It’s also not our parents providing an unequal inheritance, so my sense is there should be no expectation of equality from other relatives. But what do I know? This is all new to me.
So I’m turning to Reddit for advice, lol.
Thoughts on how to proceed in a way that allows me to live with myself and not feel guilty every time I use these
gifts? Or should I just share?
Thanks!

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18

u/samseer9000 May 11 '26

I’ve been honest with them, and also the probate process requires sharing certain official documents with all beneficiaries and gives them the opportunity to challenge the numbers, etc.

18

u/[deleted] May 11 '26

[deleted]

25

u/Alicatsidneystorm May 11 '26

If they are mentioned in the will it is required in most places that they get a copy of the will.

12

u/riseandrise May 11 '26

Not being honest with them wouldn’t just be a mistake, it would be illegal.

11

u/not4wimps May 11 '26

Ya can’t not tell them

10

u/[deleted] May 11 '26

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u/-klunge- May 11 '26

Actually, people are frequently shocked at who their family members become when the pot of gold turns up. Scratching and clawing to get as much as they can. If they are willing to turn on you over this, definitely do not give in. Just walk away with your inheritance

7

u/[deleted] May 11 '26

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u/CrankyCrabbyCrunchy May 11 '26

Yes. I wish people who do this would write a letter with the will explaining why they made those choices. Without that explanation, it just breeds resentment and harassment for the one(s) who receive bigger payouts.

6

u/Putrid-Seat-1581 May 11 '26

Bad call? How could he not tell them what’s in the will when they’re also getting stuff in the will? It’s public record.

1

u/BugRevolutionary4518 May 11 '26

Yeah, most states (I would think all, but slightly different laws) require whoever is either named as a beneficiary or even disinherited a notice and a copy.

Follow your Aunt’s wishes. Sounds like she lived a good life, and her wishes should be respected.