Maryland | Wills and Trusts
My Father died 3 years ago. He was married to my StepMother for 25 years. During their marriage they accumulated significant Assets valued at over 6 million at the time of his death. They had created a Revocable AB Marital Trust with a Pour Over Will. In addition to investments and real estate held jointly, they had several Life Insurance Policies and Annuities where by the Trust was the Contingent Beneficiary.
I was my Father's only son and he wanted to leave half of his estate to me, including the funds in the Life Insurance and Annuity Policies. I do have a step brother and I am very concerned that my StepMother is going to leave everything to him.
To date, I have received no information from my Stepmother the Trustee. I have asked her repeatedly for an accounting of my Father's assets.
What are my rights and what should I do at this point?
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