Is there a form we may obtain do that my sibling may fill out as executor so that the contingent executor may step in and perform the duties?

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Is there a form we may obtain do that my sibling may fill out as executor so that the contingent executor may step in and perform the duties?

We would send it certified mail to the estate lawyer. By way of background, my elderly relative’s lawyer was supposed to send paperwork to my sibling to sign so he/she could step down as the primary executor . We informed the lawyer approximately 2 months ago. The lawyer still has not sent the paper work to the sibling who wants to step down. We keep contacting the lawyer and asking the status of the paperwork but we are being brushed off/stalled. This is interfering with taxes, etc. as the elderly relative is unable to do taxes on own and sibling wants to step out of the role.

Asked on April 14, 2014 under Estate Planning, California

Answers:

FreeAdvice Contributing Attorney / FreeAdvice Contributing Attorney

Answered 7 years ago | Contributor

I suggest that you consult with another Wills and trust attorney or the state bar regarding the attorney that is not responsive to your needs. There is no excude for what you have written about as to lack of communication. Better yet, have the contingency executor consult with is or her own attorney to get what needs to be done to get what you desire. Such an attorney in your community can be found on attorneypages.com.


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