Why does attorney for trust want my birth certificate and license?

I am a beneficiary of a trust and the attorney for the trustee wants my birth certificate and license. I do not trust the trustee and he has never contacted me. I also do not know the attorney and with all the identity theft, I don’t feel safe giving this information. I don’t feel I should have to give this information to receive inheritance. I would be grateful for any advice. Thank you.

Asked on December 13, 2017 under Estate Planning, Oregon

Answers:

SJZ, Member, New York Bar / FreeAdvice Contributing Attorney

Answered 3 years ago | Contributor

The attorney has a legal duty and obligation to make sure the money is only released or paid to the correct person: indeed, if he does not take care to verify identity and gives the wrong person the money, he could be personally liable. It is reasonable for him to ask for this information to make sure you are who you say you are. If you don't provide it, he would likely be legally justified in withholding your inheritance.


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