How do you find a 40 year-old trust fund?
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How do you find a 40 year-old trust fund?
Both parents dead for 25 years. Trust was set up in Dade County, FL.
Asked on November 12, 2010 under Estate Planning, Florida
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 14 years ago | Contributor
This is a tough one and I think that you are going to need help from an asset locating organization. First, though, you can do a little investigative work yourself. Was the trust created in their Will when they passed on? Or were their assets transferred in to the trust prior to their death? If the latter is true and they owned real property then I would do a title search on the property to locate the name of the trust and see if there is any other information that you find out. Also check the Will in either case as the name of the trustee will probably be there. That is a good lead too. Did your parents have an attorney? Check with him or her althoughthe likelihood of those records still being around is not high. Finally, I would check with the state of Florida if there are any assets that would have gone to the state for lack of activity (bank accounts, etc.) in either of your parent's names, in your name or in the trust name. Good luck.
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