Problems with family or friends

Rose’s family or friends may not agree with your decisions about money and property in Rose’s trust. To help reduce any friction, follow the four duties described above and the guidelines we’ve given you.

You may want to think about whether you should share information with friends and family. For example, you might want to share any accountings you prepare or summaries of how you’ve spent the trust’s money. It is usually easier to deal with questions about a decision immediately rather than to deal with suspicion and anger that may build over a long time. Rose may have told you to keep that information to yourself, or you may know that Rose would have wanted her financial information to stay private. Certain family or friends may be so difficult that it is better not to share information with them. Use your best judgment.

In the end, you have to make the final decisions. Even when deciding to share information about the trust, you must always keep Rose’s best interests in mind.

If family or friends don’t agree with your decisions, try to get someone to help sort it out—for example, a family counselor or mediator. See the “Where to Go For Help” link in the left sidebar of this Guide.