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


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.

IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although AttorneyPages.com has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.