Try to get a copy of your parents’ will or trust so you can find out who inherited from them and whether there were any recent changes to their estate plan.

This information could raise red flags that warrant further investigation. For example, they left the money to a charity or other group with which they only recently became involved, they left everything to a caregiver who does not have a history with the family, a parent who could have been exploited by somebody changed their plan, or there was a change to the plan that is difficult to explain.

If your parents had a will, you should be able to get a copy of it from the probate court. If they used a trust, it may be more difficult for you to get a copy if you were not a named trust beneficiary.

Hurt feelings are likely not enough to challenge a parent’s plan. Schedule an appointment to learn more