General Discussion
In reply to the discussion: At almost age 76, I just announced my retirement. [View all]MineralMan
(146,309 posts)Fortunately, my family is not one that has many disputes. I'm the eldest son, and there's only my sister and I and four grandchildren who were beneficiaries of the estate, which was protected by a family trust.
The trust's attorney warned me that there might be disputes. I told him, "Nope. Not happening." The grandchildren had fixed sums spelled out in the distribution, so that was simple. My sister has Alzheimer's, so no dispute there. Her husband doesn't have the experience or patience to handle such a complex issue, so he didn't object to what I did.
Bottom line was that I communicated every week with everyone involved, providing a progress report. Nobody argued about anything, and everything just went smoothly and without conflict. I'm very meticulous and efficient about handling such things, and everyone got what was due to them promptly and simply. The process is all but complete at this point, "in record time," according to the attorney.