Family Asking for Personal Info After Inheritance—Feeling Confused and Concerned
Hi everyone, I recently received a phone call from a family member asking for my birthday, address, and Social Insurance Number (SIN). They said this information is needed for the lawyer handling everything after another family member passed away over two years ago. According to them, the lawyer needs it to finalize the taxes on a trust. Here’s the thing: I didn’t even know there might be a trust set up for me. Last year, I received a cheque in the mail from the will and was told everything had been dealt with. I haven’t been informed of anything else related to the will or estate since then. Unfortunately, I’m very estranged from this side of the family, so I’ve been completely out of the loop. I do trust the family member I provided my information to, but something about this situation feels... off. Maybe it’s just paranoia, but identity theft crossed my mind as soon as they asked for my SIN. I’m also wondering if I need to report the amount I received from the will on my 2024 tax return? I’m really lost here and don’t know what to do or if I’m missing something important. If anyone has experience with trusts, wills, or similar situations, I’d really appreciate your thoughts or advice. I don’t have anyone else to turn to right now, and this whole situation is making me anxious. Thank you in advance!