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 Certified Snake Wrangler
Posts: 1672
   
Location: North MS | Send a text-
John Doe I'm sorry to tell you this, but your name is not mentioned in the will. I was not privy to this information before the lawyer showed it to me. I'm so sorry, but my hands are tied and I have to follow your parents wishes as instructed in their will. |
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 Miss Laundry Misshap
Posts: 5271
| Dear Son,
Due to your actions in the past, your father wrote you out of the will. If you require any further information, you may contact the lawyer in charge of the will at 1-800-go-away.
Sincerely,
The person who's now in charge, since you were obviously not capable of handling it.
You could always just tell him the next time he calls to contact the lawyer.
AND...Why wouldn't he have been in town and taken care of finding out about the will when his dad died? Or did he even come to the funeral??
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 The One
Posts: 7998
Location: South Georgia | As a former legal assistant, I would strongly advise you to have the lawyer write and send the letter. |
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 Good Grief!
Posts: 6343
Location: Cap'n Joan Rotgut.....alberta | ok i have to ask...why bother at all..........if hes a loon stop answering his calls or tell him to contact your lawyer............
m |
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Veteran
Posts: 234
| I agree with the majority just having the lawyer write the letter but if that is not an option then making a copy of the will is second best that way he is actually getting the info from his parents as this was their wishes - good luck - we had this happen in our family and my grandparents last amendment was to their son which stated - you have not had time for us in the last 20 years so therefore we have no time now for you - you are to receive nothing. |
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Extreme Veteran
Posts: 322
| I ended up drafting the letter myself, only stating the facts : per the wishes of so and so, you are to recieve nothing from this Trust estate per article #... I quoted exactly what the trust said, and ended the letter with the attorneys name and phone... (this is only a summary - the letter is more professional). I also attached a copy of the specific article in the trust for proof.
I have emailed it to the estate attorney to review and see where he suggests to go from there. Either he can send it from his office or I am willing to mail it with his approval. I am hoping since i drafted the letter he will not charge as much to review and possibly send. |
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 Toastest with the Mostest
Posts: 5712
Location: That part of Texas | Mis_Trev - 2014-09-16 11:44 AM I ended up drafting the letter myself, only stating the facts : per the wishes of so and so, you are to recieve nothing from this Trust estate per article #... I quoted exactly what the trust said, and ended the letter with the attorneys name and phone... (this is only a summary - the letter is more professional). I also attached a copy of the specific article in the trust for proof.
I have emailed it to the estate attorney to review and see where he suggests to go from there. Either he can send it from his office or I am willing to mail it with his approval. I am hoping since i drafted the letter he will not charge as much to review and possibly send.
Sorry -- seeing this one late -- but I wouldn't write anything in the letter explaining the trust or will or making any legal status known. If he can't understand from reading the document that he is cut out, then advise him to hire his own attorney on his own dime.
I would just send him a letter with the following:
________________________________________________________________________________
Dear ______,
Enclosed herewith please find a courtesy copy of the Will/Trust as filed with the clerk's office in regards to the probate on ____________'s estate. Thank you for your attention herein.
Sincerely,
You
________________________________________________________________________________
If he calls asking you questions about the documents, refer him to your attorney. Honestly, I think your attorney should have/could have handled this for you. If one of my clients requested something like this, it would have taken me more time to copy the documents than to write the above-mentioned (and typed) letter and put it in the mail. I would have been embarrassed to quote a $200 fee for such a letter, regardless of whether or not it wasn't required to be sent by law.
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