Worried about family trust
US, California based. My family has a trust that my younger brother (46) is the executor of. In case something were to happen to my brother, I am not the backup executor, which stung to learn, but I understand… I’m a civil servant, not very capitalistic and I’ve made mistakes with investments along the way.
I (48) have had to wrangle my mom to even let me see the trust, and she told me to absolutely not let anyone else look at it. Her usual response whenever I ask any questions about it is, “you don’t show any interest.” I live out of state and do not want to manage any of their assets after they pass… property management/business management/etc. I have my own full life and my own separate career. I’m not a gold digger… just someone who has a vested interest in my family home and possessions for sentimental reasons, and because… isn’t it fair that assets would be split 50/50 between siblings? I’m just interested in what’s fair, and I’d love to somehow maintain good faith with my brother. I have seen families absolutely implode over this stuff, and it terrifies me. My family already does a lot of triangulation, and I have very different core values than they do (example: they are very religious, I’m not), hence why I live out of state.
I would love to talk to my brother about this, but I’m worried he’ll just go back to my parents, which will upset them. I have always felt like a massive joke to my family despite my accomplishments, and the idea of my younger brother somehow being like a financial custodian to me makes my skin crawl. I only seek what’s fair, and without stirring up unnecessary trouble, I simply want to be prepared for the wall of grief that will hit me when my parents pass, and to avoid a war with my only sibling.
Open to your suggestions. Please be kind.