How long does an estate trustee have to notify beneficiaries of the trust?
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How long does an estate trustee have to notify beneficiaries of the trust?
My wife’s aunt died three years ago, leaving a trust with two
beneficiaries. We are reasonably sure neither beneficiary one is a
local animal shelter, the other is the University of Wisconsin has
been notified. Don’t know the name of the shelter yet still
contacting ones near her former residence, but I have been working
with UW staff to help them get what they are supposed to. The trustee
has been difficult to deal with and has avoided us since the aunt
died. We live in Illinois, the aunt lived in Texas. We have been
suspicious since her death. Please help us if you can. Thanks.
Asked on November 13, 2018 under Estate Planning, Illinois
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 5 years ago | Contributor
I am so sorry for your loss and for the situation. You are quite right to be suspicious of the situation. You need to consult with an attorney in Illinois if that is where the Trustee is and confront the Trustee. The beneficiaries should have already been notified and sent a copy of the Trust. And Trustees are supposed to file an accounting yearly. There seems to be a breach of the fiduciary duties here. Get help. Good luck.
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