How can I get information regarding a Trust that I am the beneficiary of?
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How can I get information regarding a Trust that I am the beneficiary of?
According to my grandmother’s Will, I am to gain control of my Trust when I turn 27. I am not here to ask how I can get control early or anything like that. I just want to know how I can get info on it, like bank statements and such. My aunt is my trustee and she gets an attitude with me if I ask questions about it. I actually found out about it by accident, and she even pretty much said she was never going to tell me about it until it was awarded to me. Can she do that? Also, what will happen when I turn 27? How will I gain control of it?
Asked on September 2, 2013 under Estate Planning, Florida
Answers:
FreeAdvice Contributing Attorney / FreeAdvice Contributing Attorney
Answered 10 years ago | Contributor
Under the laws of all states in this country, the trustee of the trust is obligated to provide all information regarding it to its beneficiary and to provide such in a reasonable time period. I suggest you write your aunt (keep a copy of the letter) asking for a copy of the trust that you are a beneficiary in as well as an accounting with full back up documentation.
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