"Inheritance Surprise: My Father's Accidental Revocable Trust Leaves Everything to My Stepmom"

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Source: MarketWatch
"Inheritance Surprise: My Father's Accidental Revocable Trust Leaves Everything to My Stepmom"
Photo: MarketWatch
TL;DR Summary

A daughter is concerned after discovering that her late father's revocable trust, which was intended to include her and her siblings as beneficiaries, is being changed by her stepmother to exclude them. The daughter may need to contest the trust in court, with the burden of proof on her to show that the trust did not reflect her father's intentions and was a mistake. Obtaining a copy of the trust and seeking legal counsel to review its terms is crucial, and potential implications on capital gains and the stepmother's legal entitlement should be considered.

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