@Jozef_G wrote:I hate paying for the same thing twice. So with that being said, I am including a few more details so hopefully you can offer more guidance
I understand but it is not exactly paying for the same thing twice. The $10k your father paid appears to have been for the drafting of the instrument while any funds you would expend (paid for by the trsut, itself) would be for advice relating to the effect of the language in the trust based upon eventualities that actually occurred.
You also, as trustee, have a fidicuiary duty to the beneficiaries to get what happens next (i.e., how you handle this scenario) right. That duty would involve using a local, qualiffied professional to review the trust lanaguage and advise you as to how to proceed and the proper course of action. Seeking advice on the likes of an internet board would not satisfy that duty.
