AITA for telling my sister that I will follow the instructions our parents left for the trust they set up for her children?

In the quiet aftermath of losing both parents to COVID in 2020, one sibling stands at a crossroads, clutching a promise made to their late mom and dad. Tasked with guarding trust funds for their sister’s children—biological and step—the OP faces a heart-wrenching demand: redistribute the money to “even things out.” The cozy family home, once filled with shared memories, now hums with tension as the sister pushes for fairness. But with clear instructions left behind, can the OP bend without breaking their parents’ wishes?

The stakes are high—family harmony hangs in the balance, and the kids’ futures are at play. The sister’s stepchildren, already at a financial disadvantage, face an uneven start compared to their siblings, who inherited a hefty sum from their late father’s family. Reddit’s buzzing with takes on duty, loyalty, and the weight of legacy. Will sticking to the plan heal or fracture this blended family?

‘AITA for telling my sister that I will follow the instructions our parents left for the trust they set up for her children?’

I lost both my parents in 2020 from Covid. Early in the pandemic they had asked if I would take over protecting the trusts for my sisters children (and stepchildren). I said yes. Both my sisters bio and both the stepkids are going to be paid a lump sum when they turn 20 that my parents had saved for them.

My sister is aware the money exists, she knew from our parents. She is also aware I am overseeing it until they are old enough. My sisters first husband died many years ago. Her first husband's family are still active in her bios lives. At Christmas they were made aware of a large savings account for both of them that was added to by both her late husband and the grandparents.

This appears to be a very large sum of money. Not sure just how much bit it was enough to rattle my sister and her husband because this puts them at a huge advantage compared to their stepsiblings, who never had any relationship with their mothers extended family or their mother.

My sister asked me to put her bios money from our parents into the trusts for her stepkids, so that way they have it somewhat evened out. I said I wouldn't feel right doing that. She told me I have the power to do it and it's in my hands. I told her I would follow the instructions left by our parents and would not change anything. She told me I am going to make her stepkids feel like s**t and it's going to divide her family more than it already is.. AITA?

Managing a family trust is like juggling flaming torches—one wrong move, and someone gets burned. The OP’s refusal to tweak their parents’ trust instructions is a stand for duty over drama. Their sister’s push to redistribute funds stems from a desire for fairness, but it clashes with the legal and moral weight of honoring a will. As estate planning expert Amy McCart notes in a 2024 article, “Trustees are bound to follow the grantor’s intent, or they risk legal liability.” Here, the OP’s hands are tied.

The sister’s concern for her stepchildren is valid—blended families often face financial disparities. A 2023 study from the Pew Research Center shows 40% of U.S. families are blended, with stepchildren often receiving less inheritance. Yet, the OP’s duty is to their parents’ wishes, not to balance their sister’s household. Diverting funds could spark legal battles from the bio kids, who are entitled to their share.

The sister’s frustration likely comes from navigating a divided family. Dr. Patricia Papernow, a stepfamily expert, suggests, “Open communication in blended families prevents resentment.” The OP could encourage their sister to discuss fairness with all the kids when they’re older, fostering unity without altering the trusts. Legally, the OP’s stance is ironclad—trustees can’t rewrite terms without court approval.

For others facing similar pressures, McCart advises consulting a probate attorney to reinforce boundaries. The OP should document their sister’s requests and stand firm, perhaps offering non-financial support, like helping the stepkids plan for their future. This preserves the trust’s integrity while showing empathy, keeping family ties intact.

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Here’s the input from the Reddit crowd:

Reddit’s crew dove into this family saga with gusto, tossing out cheers and legal pointers like confetti at a parade. Some called the OP a hero for sticking to their parents’ plan; others warned of lawsuits if they budged. Here’s the raw scoop from the crowd:

hideaway367 − NTA legally you have to follow what they wrote and I think there is a reason they are waiting until they are 20

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doesntevengohere12 − NTA You are a trustee not a decision maker and it's not right for you to do anything different to what your parents asked you too. Imagine how your bio nieces/nephews would feel if they were led to believe that their grandparents didn't include them or that you changed the set up.. I'm not sure why a step sibling would expect to receive from their step siblings deceased father tbh.

Affectionate_Ice_658 − NTA. It was generous of your parents to leave the step children anything, your sister is out of line for asking you to take away from one set of children and give it to the other. Even if it is in your power it's not your duty to steal someone's inheritance and that's essentially what you would be doing.

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Your sister can talk to the kids when they get older if she wants and let them decide, not to mention the children who's inheritance you took could take legal action against you since you wouldn't be in accordance with the will.

pfashby − NTA It's not her money. It's money your parents earned and it should be distributed the way they instructed. Life isn't fair, it's a lesson the step siblings are going to have to learn.

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Unl0vableDarkness − NTA your doing your late parents last wishes regarding their grandchildren. If she wants to even it out she can do so herself after. Imagine being the children and finding out they got less than the other two. Who would be to blame. Yup that would all go in you when they felt put out and not as loved because the money wouldn't reflect it so. (I know it shouldn't state that but sadly it does more often than not)

Unnecessary_Timeline − NTA...you would be putting yourself in legal jeopardy if you did what she wants. If you did this, the bio kids could eventually sue you for the money they were originally entitled to.

MediaOffline411 − NTA - stay on solid legal ground and if she keeps pushing get a probate attorney to write a letter to get her to back off. I understand her side and I feel people should leave money to all kids involved regardless if they are bio or step but they didn’t and you must follow their wishes.

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Trasl0 − She told me I have the power to do it and it's in my hands No, you don't. You manage the fund in terms of investments, you don't have the legal right to change its recipients even if you were willing. At best you could make s**tty investments with the bio kids share to bankrupt the fund,

which would be not only an AH move, but would make you a literal monster. NTA this isn't your money to deny, and your sisters internal family politics is her problem. It sucks the step kids won't have as good a start, but that's called life.

Soiree1999 − There is a reason your parents named you trustee and not your sister. NTA

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Consistent-Leopard71 − NTA at all. You should definitely follow your parent's wishes to the letter. It was their money and they left clear instructions as to how it was to be disbursed. It's not your or your late parent's responsibility to manage the nuances of your sister's blended family.

These Redditors backed the OP’s resolve but sympathized with the sister’s tough spot. Some saw her request as overreach; others urged empathy for the stepkids. Do these takes capture the full picture, or are they just fanning the family flames?

This story of duty versus family pressure shows how inheritance can stir up more than just money—it unearths emotions and tests bonds. The OP’s choice to honor their parents’ wishes is a stand for loyalty, but it risks deepening family divides. Navigating blended families and legacies is a tightrope walk we all recognize. What would you do if asked to bend a loved one’s final wishes for the sake of fairness? Share your thoughts below—let’s unpack this together!

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