If I am a beneficiary of a living Trust because my grandma died and my grandfather is still alive, how do I find out what I am a part of?

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If I am a beneficiary of a living Trust because my grandma died and my grandfather is still alive, how do I find out what I am a part of?

When I was a minor my father got legal documents stating that it went to my grandfather’s living Trust. Now that I am 26 years old I haven’t heard anything and feel like I have a right to know what’s going on.

Asked on July 17, 2013 under Estate Planning, Florida

Answers:

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

Answered 8 years ago | Contributor

The right of a beneficiary to see the Trust document varies from state to state.  But I am a little confused here as to the matter. If there was a trust made by your grandparents that places their property in a living trust this was done for estate planning purposes.  I am assuming that if there are two separate trusts that one "feeds" the other upon the passing of the spouse.  So the assets in the trust of your grandmother went in to your grandfather's trust.  If he is still alive and benefiting from the trust you are NOT a beneficiary yet.  You are a residual beneficiary when he passes.  Good luck.


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