First-off, I’m single, never-been-married, with no children and currently cohabiting with my partner of over three years. I recently relocated to that person’s home in Southern CA.
This person incessantly causes conflict (almost on a daily basis) about an outdated will/estate plan that I’m in the process of overhauling. Recent history: In mid 2015, my mother passed, as well as three others very close to me. I was also a passenger who was severely injured in a high-speed automobile in August of that year. In August 2016, I was struck by a vehicle in another “hit & run” crash that left me injured for another 6 months.
In light of all this drama, I’m drafting an entirely new document.
Because I have no heirs, during the course of the initial draft (around 2012), I thought long and hard about persons in my past who have had a significant impact on my life and those who have taught me lessons in making me the person I am today. Since a traumatic breakup in 1993, I’ve become extremely introspective and am always striving to become better with each and every day, whether it’s engaging in learning new things about the world, or improving in my interactions with others around me. Incidentally, it was the breakup in 1993 that was the impetus in embarking on my advanced degree in the field of social psychology/human relationship dynamics. This single accomplishment has completely changed my life.
My outdated will and last testament bequeaths a vintage vehicle to a former partner (1984-1993). Another vintage vehicle is bequeathed to another former partner (1999-2009). Besides my wonderful late parents, both persons have had extremely significant impact in my life and growth as a person.
My current partner is aware that I’ve been contemplating the draft of a new will/estate plan.
In a somewhat inebriated conversation late one evening, my partner mentioned that they really like one of the vehicles.
I replied, “As it stands right now, If I were to die, that vehicle would belong to so & so…”
I wholly regret making this statement for it has, and continues to cause extreme discord in our relationship. My partner continues to bring this up on an almost daily basis, typically after their 3rd or 4th alcoholic drink.
During the course of these episodes, my partner will incessantly remark that I desire to have these individuals “back in my life” and that I’m “living in the past.”
I have decided to sell the vehicles to keep the peace. Perhaps, when I’m gone, I may not rest in peace…
As a side note: My partner is currently the sole beneficiary of life insurance, brokerage and bank accounts currently worth over $750,000. In addition, this person is the sole beneficiary of tens of thousands of dollars-worth of electronics, vintage musical instruments, art and collectibles.
My partner says I’m wrong, and I’m a “terrible partner,” for bequeathing two of my vehicles to my former partners.
Can a neutral third party who is knowledgeable and experienced in estates, relationships, and death wishes please tell me if I’m right or wrong?
Your attention is very deeply appreciated!