What steps do I need to take to obtain information that I need to know about a Trust that is in my name?
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What steps do I need to take to obtain information that I need to know about a Trust that is in my name?
My father left me a Trust. I have repeatedly asked for information about it, including simple things like what I need to know for taxes, etc. So far, I have been given the runaround with
statements like,
Asked on September 6, 2018 under Estate Planning, Texas
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 6 years ago | Contributor
You need to retain an attorney for the sole purpose of writing a letter to the Trustees and scaring the bejesus out of the them and making them do their jobs. First, if your Father's Will was probated it is a public record. Go the Probate Court in the county in which your father resided at the time of his death and make a copy of the file. Don't worry about where the Will was made. This will give you the leads you need to start tracing the funds. Next, a Trustee MUST file an yearly accounting. YOU should have gotten a copy of these as well as a Trust AND Will. It seems that the Trustees have violated their fiduciary responsibilites here. You also have an issue with the latest WIll if it was signed the day before he died. PLEASE seek legal help. Good luck.
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