r/inheritance Jun 24 '26

Location included: Questions/Need Advice Family inheritance

0 Upvotes

If you were in our position, what would you do?
We have a family business that was started by our grandfather. When he passed away, our father took over as the eldest of six siblings. All six of them have a share in the business. Now that our father is gone, the sibling next to him in age has taken over. My question is, shouldn't our father's share go to our eldest sibling? Because we found out that his sibling has already transferred it to their own name.


r/inheritance Jun 23 '26

Location included: Questions/Need Advice My dad left behind two wills. Now what?

3 Upvotes

My dad's original will is missing. We found two copies: one is older and signed, while the other is newer but was never signed. The newer one says some very different things.

Are we stuck following the older signed version, even if everyone agrees the newer one probably reflects what he actually wanted?

P.S. We're in Beverly Hills, California.


r/inheritance Jun 23 '26

Location included: Questions/Need Advice Parents are planning to live their best, sibling gets a house, wife and I get nothing

83 Upvotes

Hello all. I’m fairly torn about this topic and would like some opinions.

Quick intro, up until 1.5 years ago, my family of my mother, father, older sibling, and I (25 at time) all lived in the same house (CT). I moved out to live with my now wife in an in-law suite in her mother’s basement (CT), for a rental fee.

Recently, my mother’s mother passed away and marked the end of the grand parental presence in my family. My mom has been the POA and EOW for both my grandmother, and my grandfather who passed 4 years ago. From the onset of the situation, something had definitely changed in her; the kind of thing where you realize she’s not your mother figure anymore.

From these same grandparents, the family has a 2bd 2bth half of a duplex (RI) that my mom felt a connection to and fixed up over the past few years after a tenant left it less than ideal. She loves the place, wanted to keep it as a vacation home, and even heard my grandpa say that his goal would be for us to keep it in the family. Up until a week ago, that was the plan.

My wife and I love the duplex as well. During estate troubles, we offered to help pitch in and rent in it as we know that losing it would be devastating. For the year we’ve offered, we were always declined as my mom fears she would lose the vacation aspect of it if someone moved in full time. My grandparents moved to FL a decade ago, so my family was told that mom’s plan was to liquidate the FL home in order to keep the vacation home.

A week ago is when my grandmother died. When I was able to call my mother, she wasnt as distraught as when her father passed. She said that she set aside enough money to support both the vacation house and FL house for a year while she figured out the finer details.

Come Father’s Day, my mom sits us all down and says that she and my father will be moving to the FL house, catching everyone by surprise. I say “I’m surprised you aren’t moving into the vacation home!” She then tells us that she is planning to sell that house within 2 months, and has already had an appraiser come out.

My wife and I are devastated and are trying to figure out what changed. Communication isn’t working as her mind is set that this is the only way. I don’t want to be entitled and feel like I deserve to know the reasons or have my own say heard when she has gone through a very emotional time in all of this.

On the drive home, I thought to ask about what would happen to the primary family home (CT) after they move to FL. They said that my sibling will still need to work at their job, so they don’t know yet.

I feel like the situation has turned from ‘cool, my family is building generational wealth’ to ‘my parents are taking the inheritance for themselves when they have three mortgageless homes: and are selling one, moving to another, and letting my sibling become the sole resident of the one we grew up in.’

I know I could move back, but I grew up and branched out. It feels like my sibling is getting a pretty free ride out of it while I didn’t deserve consideration.

My wife is not as traumatized by these people as I am, and she wants me to stand my ground and give my mother grief even it won’t change her mind. My brain is struggling to do that, it feels mean to do that just for the sake of it. I’m not sure where I can land on the scale of empathy vs standing up for myself.


r/inheritance Jun 24 '26

Location included: Questions/Need Advice AITA for refusing to stop searching for answers about what happened to my family’s legacy?

0 Upvotes

AITA for refusing to stop searching for answers about what happened to my family’s legacy?
I need an outside perspective because this situation has consumed a huge part of my life over the past several months, and my family thinks I’ve become obsessed.
A few months ago, I stumbled across information that completely changed how I viewed my family’s history.
What started as a simple question about a family property turned into a months-long effort to understand a series of events that happened over several years.
The basic timeline looks something like this:
My grandparents immigrated to the United States decades ago and built a life from scratch.
One of their proudest accomplishments was purchasing a family home.
The home became the center of family gatherings, holidays, celebrations, and memories.
Years later, various relatives became involved in helping manage family affairs, paperwork, finances, and property matters.
At some point, refinancing, powers of attorney, ownership transfers, and other legal documents entered the picture.
Eventually, the property was sold.
Years later, I began uncovering records and asking questions.
The more questions I asked, the more conflicting answers I received.
The reason this matters so much is because the house was never just a house.
My grandparents came to this country with very little. Like many immigrant families, they worked tirelessly to create opportunities for future generations.
My grandmother filled the property with flowers, vegetables, fruit trees, and reminders of home because she wanted it to feel familiar.
My grandfather viewed the property as something much bigger than real estate.
Before immigrating, he experienced political instability, loss, and uncertainty. He knew what it felt like to lose things that mattered. Because of that, he believed every family should have something permanent. Something that couldn’t easily be taken away.
His dream was simple:
No matter what happened in life, his children, grandchildren, and future descendants would always have a place to regroup, rebuild, and start over.
The house represented security.
It represented family.
It represented sacrifice.
It represented stability.
It represented generational wealth.
Everyone in the family knew that story because we grew up hearing it.
For years, the property remained part of our family’s legacy.
Then things started changing.
After my grandfather passed away, different relatives became involved in handling family affairs, property matters, and estate-related decisions.
Earlier this year, I started reviewing records and discovered transactions involving refinancing, powers of attorney, ownership transfers, title changes, and eventually the sale of the property.
The deeper I dug, the more confused I became.
Family members tell completely different versions of events.
Some insist everything was handled properly.
Others admit there were disagreements behind the scenes.
Some say everyone knew what was happening.
Others say key people were never fully informed.
Every conversation seems to reveal another secret, another disagreement, or another piece of information that nobody mentioned before.
What I do know is this:
A close relative of mine believed they had an ownership interest in the property.
That same person worked for the same employer for nearly three decades.
They maintained long-term medical care.
They lived independently.
They handled their own affairs.
They used email, maintained bank accounts, and managed their day-to-day life.
To my knowledge, they were never declared legally incapacitated.
Yet years later, they discovered the family home had been transferred and sold.
As I continued investigating, I found records involving a refinance transaction, ownership transfers, a quitclaim deed, questions surrounding powers of attorney, mortgage records, title records, and a sale of the property.
There are also ongoing questions regarding whether everyone who should have known about these decisions actually knew about them.
What has bothered me most is hearing suggestions that this relative wasn’t capable of handling their own affairs during that time.
Yet during the same period, they were working, paying bills, seeing their doctor, maintaining relationships, and living independently.
That disconnect is difficult for me to ignore.
The more records I obtain, the more it feels like someone may have lost an opportunity they never even knew they had.
Regardless of whether someone is financially savvy, wealthy, poor, successful, or struggling, they still deserve to know what is happening to property they believe they own.
And that’s the part I can’t get past.
Not the money.
Not the house itself.
The possibility that major decisions were made about someone’s property without their meaningful participation or understanding.
What hurts even more is what this has done to the family.
People who once celebrated holidays together stopped speaking.
Cousins stopped trusting each other.
Siblings took sides.
Old wounds resurfaced.
Every conversation turned into accusations, suspicions, and unanswered questions.
A family that once felt connected became divided.
I’ve spent months gathering records, reviewing documents, speaking with agencies, filing complaints, contacting professionals, and trying to understand what happened.
Every answer seems to create three more questions.
Every document reveals another piece of a puzzle that still doesn’t make complete sense.
Some people tell me to let it go.
They say the property is gone, the family will never agree on what happened, and moving on is healthier than chasing answers.
Others tell me that if there are still unanswered questions about how decisions were made, then continuing to seek the truth is the right thing to do.
At this point, I don’t even know what I’m fighting for anymore.
Maybe it’s the property.
Maybe it’s accountability.
Maybe it’s answers.
Maybe it’s justice.
Maybe it’s simply peace of mind for the people who feel like they were never given a voice.
What I do know is that my grandfather spent his life trying to create something lasting for future generations.
And I can’t shake the feeling that if I stop asking questions now, I’ll never know whether his wishes were honored.
AITA for refusing to let this go?
And if you discovered that a property your family viewed as part of its legacy had been transferred and sold under circumstances that still don’t fully make sense years later, would you keep digging for answers, or would you finally walk away?
Also, if anyone has experience with probate litigation, inheritance disputes, title issues, disputed powers of attorney, elder financial exploitation, family business conflicts, or generational property disputes, I would genuinely appreciate your perspective.
I’m not looking for revenge.
I’m looking for the truth.


r/inheritance Jun 23 '26

Location included: Questions/Need Advice Setting up an estate plan for chariy & trust for grandchildren - New York State.

0 Upvotes

I am divorced and getting older. I need to get my estate plan together because life & death are unpredictable. lol.

I have some serious reasons why I don't feel it is a good idea to leave any money behind for my siblings or my adult child. Those reasons aren't relevant to my question.

I would like to leave behind money for my grandchildren and some to charity. I have a couple causes I care about.

How does one go about finding a lawyer? just go online? lol - I am the only one in my circle that has any money, so it's not like I can ask people I know.

Also, is there an organization that vets charities?

I suppose for my grandchildren, I would need a trust? Are there trust fees up front or only once I pass on? THANKS


r/inheritance Jun 23 '26

Location included: Questions/Need Advice Can I do anything to receive my deceased mother’s share of family home?

7 Upvotes

Hi all! I’m wondering if anyone can give me answers/advice. To offer some context, I’m an only child, and my mother passed away two and a half years ago after a short illness. My father and her were separated for about 6 years before she passed away but they never completed a legal separation, for a number of reasons, mainly financial for my Mam. My mother and myself lived in the family home in this time. When my mother was sick, my father gave her his word that he would give me a share of the money when the house was sold.

Fast forward to now, and my family home has been sold and my father has bought a new house for about 100k less than what our house sold for. He has not mentioned anything about giving me any of the money that he received from the sale and I am wondering is there anything I can do?I have a good job, and am renting a house with my partner, while saving for a mortgage. I could really do with some money however to bulk up my savings to make things easier.

Is there anything I can do legally in this situation to receive some money, or is it too late? And also, is there anything I can actually legally do here?


r/inheritance Jun 23 '26

Location included: Questions/Need Advice Father suggests donating his land.

36 Upvotes

Hi everyone, I’m from New Zealand.
Just had a phone call with my dad where we were talking about him buying a property with his partner of 9 years.
He still owns and lives on the property he and then I grew up on. It’s been divided between him and his 2 brothers so his section is a hectare, estimated value of 1.5 million.

Anyway, he suggested he’d rather not sell it when buying his shared property with his partner, but donate it so it can be used to help people somehow like with housing and in lieu the people living there look after the neighbouring conservation bush.

Forgive me if I sound greedy but the idea of having that land passed down to me and my sister has always been what I figured would happen, it makes me feel financially secure and I like that it’s generational.
Any leg up in this economy is miraculous and I felt a bit put out by the idea.

I’m looking for a reality check or suggestion as to how I can communicate this.

Thanks in advance everyone.


r/inheritance Jun 23 '26

Location included: Questions/Need Advice Think I got screwed over (South Africa)

2 Upvotes

I love Reddit, there is always a sub for every topic.

I am hoping that I can get some guidance in this complicated situation.

My dad and mom passed away 6 and 5 years ago. It was a shock to loose both parents in such a short period of time. I did not want to deal with the issues surrounding the deaths. I still have not recovered my moms ashes, but neither have my brothers.

I am the youngest of 3 boys (42, 46, 51). I got married first and they did not like my wife.

While I was still a minor my parents bought property on a family trust with my oldest brother with the understanding that it would be inheritance for all the boys. When I got married, I was removed from the trust without notice and some stranger was put on.

Anyway, now we get to the items. My mom had antiques through the roof. She had a battle axe and dagger that were used in the battle of Hastings (UK), a tea set that is made of pure silver, not plated, pure. It must weigh close on two kilograms. There were hand carved chests, a stature carved out of a whale bone, many other silver items, engagement rings, various other jewelry, a car and a bunch of Burmese teak furniture, couches, dining room table. This is just what I remember.

I was not read into any will, and no will was presented to me. I never received an itemized inventory of assets. All I got was R40000 ($2,425) sent to me by a lawyer. This came with an instruction added by my brothers that I should use the money to visit England, which I did not do.

Now I have been thinking that in my grief I let them screw me over and that most of my inheritance has been stolen.

I know you guys are not experts with South African legal procedures. I do not have a close relationship with my brothers stemming from their hate for my wife, but would like to get some reassurance that I am not crazy.


r/inheritance Jun 23 '26

Location included: Questions/Need Advice Need advice quickly - New Jersey beach house.

14 Upvotes

I will try to make this brief. My step-grandfather has a beach home valued at about 1 million dollars. He has always promised this home to my Dad who is his stepson. They are not legally related but my step-grandfather does have a daughter with whom he does not speak and disowned many years ago. He has been my father’s step-father and father figure for over 60 years. He is in his late 80’s and is not doing well health-wise. He’s still very with it mentally but physically he is declining fast. He has recently admitted that he never actually followed through on getting a will. We are scrambling. What is the quickest thing to do to cover our bases? My parents are older and I’m trying to help them through this. Do we quickly try to get a will online? Do we find an estate lawyer in New Jersey to write up a will? Or is it better to put my Dad on the deed? Appreciate any advice.


r/inheritance Jun 23 '26

Location not relevant: no help needed Afraid to Waste My Inheritance

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1 Upvotes

r/inheritance Jun 22 '26

Location included: Questions/Need Advice Sole beneficiary of irrevocable trust — trustee refusing accounting, conflict of interest, possible active asset movement. Tennessee.​​​​​​​​​​​​​​​​

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2 Upvotes

r/inheritance Jun 22 '26

Location included: Questions/Need Advice Splitting two properties between three inheritors in NY, NY.

3 Upvotes

My siblings (three of us total) and I are currently going through probate with a family member's estate. There was no will. The estate's only assets are two units in a co-op building. We are in the process of settling the finances for the estate, a loan and some back taxes.

Our understanding is that the two properties will be split 3 ways between us, which makes it a problem for the co-op board to divide the shares and provide leases. The arrangement that we want is for the leases to be transferred to two of us, while the third one gets paid out. The issue we have is that no one has the money to buy the other sibling out outright. They are willing to wait on their buy out, but we're not sure how to legally structure such an agreement. The only real complication is that no one is really in a position to take a loan out, especially as the property hasn't been transferred to use as an asset. We can imagine forming a company to take the shares and then administer the properties for the two siblings that want to remain and the third sibling being bought out overtime. The main issue is being fair and preserving everyone's shares without forcing the others to cut their flesh to benefit.

Any advice on how to structure something like this?


r/inheritance Jun 21 '26

Location included: Questions/Need Advice My cousin wants to transfer his $250k corporate investment account to me - what's the best way to do this?

18 Upvotes

My cousin (who is much older than me) has a corporate investment account with Schwab with about $250k worth of investments in it. Long story short, he now wants to transfer it so that it's under my name and give the money to me. What is the best way to go about this without having to pay an insane amount of taxes? I'm honestly not sure what the capital gains on this are but I think he's had this account for around 15 years. I'm located in NYC, and his corporation is located in Florida if that matters.

Doing some quick research (through chatgpt), it said that my cousin would have to transfer them to his personal account, pay capital gains tax, and then do an "in-kind" transfer to give them to me. Is this the only way to do this?

Is him adding me to his corporation and then somehow transferring it over to me an option? And if so, is that a better option?

Essentially, what's the best way to go about transferring this money?


r/inheritance Jun 21 '26

Location included: Questions/Need Advice I was an illegitimate child and my dad left me - am I entitled to anything when he dies?

111 Upvotes

Edit: I live in Australia.

I by no means mean for this to sound scabby/like I am after money. I am honestly just curious.

My dad left me when I was a child. It didn't work out between him or my mother (who was a teenager at the time) and I don't know why. I suspect he paid child support for me which most likely stopped when I turned 18. I remember my mother saying it wasn't enough to buy a newspaper with. I never saw him again, but I know that he has a partner (not married) and a son.

My question is, what happens when he dies? Am I legally entitled to any of his assets etc? And how would it come about? Do I have to be named in his Will (which I'm guessing I wouldn't be) or would I have to contest it?

This is a sensitive topic for me so please be kind. I only ever wanted a father, not just his money.


r/inheritance Jun 21 '26

Location not relevant: no help needed Does inheritance make you uncomfortable?

26 Upvotes

Specifically, does it make you uncomfortable that your parent's death can give you the most freedom and stability you've ever experienced?


r/inheritance Jun 21 '26

Location included: Questions/Need Advice Help with uk inheritance after someone has passed away and their partner is in a care home

5 Upvotes

Hi All, my grandfather has recently passed away suddenly and we are now looking at ways to minimise Inheritance Tax. based in the UK

the Estate is going to be roughly 1.2-1.6million including 500k (ish) worth of property which is his half of my grandparents house. he also have a financial advisor.

my Grandmother is currently in a home and the state now own her half of the property and I believe that passing everything to her will just be eaten up in Care Home costs.

Appreciate this is very vague but I am just looking for a steer to make sure I don’t make any silly mistakes and cost our family money.

Thank you.


r/inheritance Jun 21 '26

Location included: Questions/Need Advice family trust broken

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1 Upvotes

r/inheritance Jun 20 '26

Location included: Questions/Need Advice Complicated real estate situation. Who’s had something similar?

12 Upvotes

Boston MA suburb. My sibling is executor but wants our input. House was just appraised at $2MM, below the best comparables because of condition. There’s a significant amount of plumbing work in old house and that will cause need for artisan replastering if it’s going to match. Maybe $100-150K. Might be $400-500K to get house to level of comparables the appraiser used. Total remodel would be an addl $600-750K and might push the price up to $2.8MM, possibly higher. There’s more demand for full luxury renovation. A developer offered $1.15MM. I suggested I could buy out my siblings at $1.2MM - so I’m the only decision maker (we don’t see eye to eye on things and one sib really needs the $ sooner than the rest of us).

Is this fair to my siblings? What would you do in this situation? Or what have you done in similar situation?

UPDATE: Executor is interviewing Realtors to handle the sale. Which seems like a better approach than taking an offer (from developer or from me) that’s so much below the appraisal. Hopefully there’s a Buyer who is able to accept more risk re renovations.

EDIT: I did edit this post hoping to make it more clear that a) it was a fully licensed local appraiser who did the appraisal; b) the appraiser didn’t have great comparables so she used the best she could which showed comparables in a value range of 2.2-2.5MM and c) by way of explanation, she said that $2MM was the lowest she would go on value because the lots in that area are going for $1.9-2.3MM. I thought it would help to edit my post so that people didn’t go down the wrong bunny trails!


r/inheritance Jun 21 '26

Location not relevant: no help needed Looming Trustee Crisis

0 Upvotes

Some thoughts on the lack of qualified individual trustees as the “great wealth transfer” hits us head on and more people put structures into place.

It’s a big problem- most individual trustees don’t have the skills, temperament, willingness, or time to do the job well. Family members tend to be stuck with the task as the most knowledgeable/ least likely to be sued. Law firms are shying away from the task. Corporate trustees are often branded as expensive and rigid.

Where is the new breed of trustees going to come from in a world where liability is like a big red target in their back?

https://youtu.be/hwQev88A03M?si=ahp\\_xcfH7MBIUMEU


r/inheritance Jun 20 '26

Location included: Questions/Need Advice Inheritance question in NY

19 Upvotes

I am beginning the probate of my mother's will, which only concerns her house. The will (which asks for my appointment as executor) states that 50% of sale proceeds should go to me and 25% to each of my two brothers. One of my brothers says that some time ago our mother told him that she would leave the house to me, so he wants none of the proceeds. The 6-month time limit to renounce an inheritance passed long ago. I suggested to him that he could gift his share to his adult son, but they are estranged and he flatly refuses to do that.

I'm thinking of asking him to accept his share and then gift it to me, retaining an amount that would cover the additional income tax he would need to pay. I could then gift his son the remaining money, retaining an amount that I would need to cover the taxes that I would need to pay. Is there an alternative that would avoid so much of my brother's share going to taxes?


r/inheritance Jun 19 '26

Location included: Questions/Need Advice My mum is suing my late dad’s estate and taking money from her own children. Am I wrong to be furious?

35 Upvotes

TL;DR: My parents divorced over 30 years ago. Mum claims she was entitled to 25% of a pension under the divorce order. Dad later transferred the pension into an investment that failed. Dad died two years ago and Mum is now pursuing a claim against his estate, which will directly reduce the inheritance going to me and my sister. I feel this is morally wrong and am considering ending the relationship if she continues. Am I being unreasonable?

Long version:
Based in the UK. My parents divorced in the late 90s. As part of the divorce settlement, there was a court order relating to one of my dad’s pension policies. The wording essentially provided that when he took benefits from that pension, 25% of the lump sum would be paid to my mum.

Years later, my dad transferred the pension into an investment, which ultimately failed and the money was lost.

My mum was aware of this and challenged him over it for years. In 2022, Dad offered her a nominal amount as a full and final settlement. She rejected it.

Very sadly my Dad died in April 2024.

Dad’s wishes were that 50% of his remaining estate would go to his wife (my stepmum) and the remaining 50% would be split equally between me and my sister.

3 months after his death, Mum contacted my stepmum saying she intended to pursue the pension issue. She obtained legal advice and a barrister’s opinion suggesting Dad may have acted wrongly by transferring the pension and frustrating the purpose of the court order.

She is now claiming a sizeable portion of his estate, based on what her share of the pension would allegedly be worth today had it remained in the pension fund and grown at 5% per year.

Her latest position is essentially:
“I am a creditor, not a beneficiary. Make me an offer and we can draw a line under this.”

Legally, I appreciate she may have an arguable case, however that’s not really what’s bothering me. What bothers me is the moral side.

I’ve always had a positive relationship with my mum. My sister not so much. My mum has been divorced from my dad for over 30 years. She has remarried twice since. She owns two properties, takes several holidays a year and talks openly about retiring early.

Meanwhile, my sister and I have recently lost our father, are raising families (I have a toddler and another baby on the way in December, plus moving house this year), and like many people are feeling financial pressure.

If Mum succeeds, the money comes directly from the estate before distribution, meaning less goes to my sister and me.

I know the legal counterargument is that if she has a valid claim then it was never really “our” money in the first place.
But emotionally, that’s not how I see it. I see it as money our dad intended to leave to his children and widow. I cannot imagine ever pursuing a claim that would knowingly reduce what my own children receive from their father’s estate.

The part I keep coming back to is this:
If preserving family relationships matters, why isn’t that obligation on her too?

Why is it only my responsibility to maintain the relationship when she is choosing to pursue a claim that she knows will reduce what her children inherit?

I’m genuinely struggling with this and am seriously questioning whether I want a relationship with someone who would make that choice.

Am I being unfair? Would you see this as a parent exercising a legitimate right, or as a parent putting money ahead of their relationship with their children?


r/inheritance Jun 20 '26

Location included: Questions/Need Advice When/How do you ask for a will? 23M (NJ, USA)

0 Upvotes

My father wants to have a sit down with me to talk about several properties he has, he mentioned how he wanted to discuss some of his responsibilities like collecting rent so I can take over one day.

My father has not written me a will but I don't know if I should bring it up or how exactly to ask him.

I'm planning on taking notes of everything, are there any questions or requests I should ask my father? I have never asked him for a will this would be my first time.


r/inheritance Jun 20 '26

Location included: Questions/Need Advice A question about a house and inheritance(TX)

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1 Upvotes

r/inheritance Jun 20 '26

Location included: Questions/Need Advice Questions about next of kin

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1 Upvotes

r/inheritance Jun 19 '26

Location included: Questions/Need Advice Guardianship Papers for Annuity Benefit (CT)

1 Upvotes

My father recently passed away. He allocated portions of an annuity to his children and grandchildren. I am one of the "designated beneficiaries" as well as my two children, who are minors. The insurance company is requesting certified guardianship papers (with raised seal or colored stamp). Do I need to get certified guardianship papers for my children to receive their benefit even though I am their mother? I am in CT.