I am the oldest of 3 and unlike my siblings, I have lived close to our parents my whole life. As I got older, we became friends and were involved in each others lives and shared good times and bad. Now they are physically and mentally declining and my sister has moved close to help care for them. Things changed once she returned and now she has been assigned both power of attorney and executor of their wills. My brother is second. None of this was discussed beforehand and I only found out when I saw the documents. They were upset that I wanted to read them and ask questions. I feel that I should not have been excluded from the discussions and being aware of the plans for their future. I don't understand the secrecy and defensiveness on this issue. Everything is to be divided up equally among us 3. I am quite sure she's shared all this information with my sister. I understand that each of us have different capabilities and qualities that assign us to different responsibilities. What I don't understand is why I'm left in the dark. Has anyone else been in a similar situation? Need advice and thoughts on how to deal with this.
You should ask your parents about it and if they would mind if you looked over everything. Your Sister is probably now or will start paying herself a certain amount to be Executrix and Power of Attorney.
I hope you get to read everything and maybe even ask if you can be put on both as Executrix and Power of Attorney sharing the responsibility with your sister.
Even if everything is suppose to be divided up between the 3 of you, you may end up with nothing if it's all spent.
You can get paid as a caregiver though.
How do you generally get on with your sister? Are the two of you on reasonably good terms, ever had any "issues" with one another?
All things being equal, nobody having any particular problem with any other family member, I agree that you might have expected to be included in this discussion. So the question is why weren't you? And the absolutely vital thing is NOT to jump to any conclusions.
The answer is probably along the lines of it was easier, we didn't want to upset you, we wanted to keep it simple, blah blah blah. And you are - aren't you? - satisfied that there is nothing underhand or improper about what has been done. All the same, this is not a good precedent to set when it comes to ongoing communication among the three of you as your parents' care needs increase, and for that reason alone the problem wants nipping in the bud.
So, to repeat - how well do you get on with this sister?
But if your parents are competent and they have chosen your sister to have complete control- knowing that there are tensions between you- I am sorry to hear it. That's very hurtful.
I didn't and don't take it personally. Mother has told me for years that her will is an open book, which it is and a boring one to boot. My 'inheritance' is so small, it's not worth mentioning. I'll probably gift it to the YB who has housed her for the last 22 years for no pay whatsoever.
My DH and I could not come to a decision about who should be our executor--in fact, I knew it should be our oldest daughter b/c she is level headed, smart, organized and unemotional. Our son is an attorney who lives in another state and is not the least bit interested in our lives. He is a hot head and if he were 'in charge' as it were, it would fracture my family.
I wanted my daughter, my DH wanted my son to do this, and I am so dang stubborn, I just held out for literally YEARS. He finally caved and now that all is said and done, he sees that the choice of our OD being the executrix is smart and wise.
Yup, Son is upset, but I don't care.
Please, do not take on the Caregiving fulltime without some guarantees in writing drawn up by a lawyer. Best thing if ever asked to be a Caregiver fulltime , is to say " Sorry, I can not take care of anyone without having a POA. Its not fair to ask me to do a job without having the ability to get to finances or deal with things involving them when needed or be able to talk to Doctors when I am doing the caring."
There are many reasons why your siblings did this. One, is to protect their inheritance. Seems that siblings get closer when a parent starts showing signs of decline. And parents just go with what they say. Just want to control that money. Well, it will go fast if Mom needs 24/7 in an AL or NH. Don't you become that 24/7 care because u will be used.
Not so in my situation. As one of two independent POAs with equal “power” the other took whatever he valued from the family homestead and moved 1,000 miles away.
As luck would have it, I love our care recipient dearly and do what I can to offer her a peaceful and safe level of care. The other POA writes a check once a month and otherwise ignores her.
No “honor” here.
Unless there are hidden assets, let it go. It is by no means worth feeling bad in any way about.
There may be other reasons that we or you may never know, but they may relate to confidence in your ability to handle the tasks, or to keep them private, or to interact well with your siblings.
Or perhaps it's exactly the opposite: your parents may feel that you've extended yourself over the years, and want to give you an opportunity to enjoy them now and after they pass w/o having to deal with the end of life and legal issues.
Try instead to focus on the fact that she's taken care of end of life situations, and be happy that she's presumably found a solution to address them. And cherish her for what and who she is; these times will never be repeated, you'll never have another chance, so focus on maximizing the positive aspects of your parents' remaining time and the fact that the siblings are involved, even if they haven't been for years.
Is there a chance that you are going to be the main caregiver with no compensation? Your mother wants to split everything three ways, but does she also feel that way about caregiving? She should. Or else the one(s) who are doing the caregiving should get compensated, when they are doing it.
It’s done. You can’t change how she arranged it. It may be disturbing to you.
You may be questioning it but I am afraid that you must accept that these are her decisions and you have no other choice but to go along with it.
This is your parents' decision to make and they owe NO one an explanation.
Without a discussion it really comes across as "I love and trust your sibling more than I do you." Sometimes the information about who is executor or trustee is given to people as they are grieving the loss- so it is processed in a very emotional manner.
My children know who is doing what and why. My husband's parents changed their choices so often it clearly was a matter "who is the favorite".
It blew the family up.
he asked us 3 sisters what part we wanted or if he had any material things we wanted. Separately , but then we the sisters talk be hind his back about him ( yes he knows, we tease him about plotting for him and against😂 him)
when he finally made up his mind of whom he wanted to do what he called the middle sister to set up a conference call, so he could go over all of it, to make sure it was ok with us. He did it logically and thoughtful to are personal strengths.
I thanked him for doing it and his answer was my father never did this for me and it was a painful mess to go through, I don’t want that to happen to the sisters( yeah he started calling us the sisters after moms stroke)
anyways if your mother is of sound mind this was a thoughtful thing she did, she just screwed up the delivery, forgive her and be thankful it’s done.