If I received a copy of the Trust from my mother’s estate but it is not signed document, what are my options to see the executed copy?

I sent a letter to the attorney and requested a signed copy of the trust, a list of assets and if any assets were sold. The letter I received back was filled with lawyer speak but did not include what I requested. He stated all beneficiaries received the same info, etc. My brother who was to handle admin of the trust became the successor trustee (may be one in the same as administrator) but he has kept us apprised of very little. For starters, he sold her home to a childhood friend of his and there is a large difference from what we were told last fall was the offering price and the listed sale price. What are my rights?

Asked on April 3, 2015 under Estate Planning, Michigan

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 5 years ago | Contributor

You have lots of rights.  You have an absolute right to an executed copy of the Trust document.  You have an absolute right to an accounting.  And if your Brother is not administering the trust properly, then you have a right to have him remved if there is alleged a breach of his fiduciary duty.  Seek help.  Good luck.


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