Who is legally required to receive a copy ofa Trust/Will?

My grandpa passed away recently. He has 2 stepdaughters who are named in his Will/Trust and will inherit a portion of his estate once it’s liquidated. One of my grandpa’s stepdaughters has stated that state law requires the executor/trustee to turn over a copy to all named in the WIll/Trust. We would rather keep the Will between my mother (Executor and Trustee) and grandpa’s lawyer as this stepdaughter has proven to be untrustworthy in the past. Is there truth to her request? Are we required to turn over a copy of the Will/Trust?

Asked on February 27, 2012 under Estate Planning, Kansas

Answers:

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

Answered 8 years ago | Contributor

I am so sorry for your loss.  Although the law differs slightly from state to state, anyone actuall named in the Will - and here the Trust - should receive a copy.  I some states anyone who would have inherited should there have been no Will in place will also receive a copy. So she is entiteld to see it here and you could get in to trouble if you do not comply.  Good luck. 


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