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my mother passed away last june, she left her possesions and stocks to my brother and I. Her CPA and executor of the trust passed away last month. He had transferred remaining stocks into his name as executor of her trust. I asked the attorney that originally drew up moms trust to take over, but im not that comfortable with what he is saying. We did have a successor executor- moms step brother. He does not live locally. The attorney is suggesting to us he will have the successor executor sign off as successor executor and wants to be appointed as successor executor. Isnt there a more simple way to finish the distribution of these remaining assets?
my mother had a revocable trust. step brother is willing to let the atty that originally drew up the trust finish up. there is very little left to do regarding the trust. however what is left are stocks and worth quite a bit. Is it considered a conflict of interest for this atty to step in now? He will not be a successor trustee, just paper pusher, he needs to see her last income tax is filed (she lived until beginning of june) . You see original trustee was also my moms CPA for many years but sadly passed away.