When can an heir to a trust expect to see any legal documents? 6 Answers as of August 17, 2011My mother passed a way 6 weeks ago. As an heir to the trust, when is it reasonable to expect to be given a copy of the trust or any other legal documents? Are there any other documents besides the trust that I am legally permitted to see, & if so, when? Thank you.
The Law Offices of Laurie E. Ohall, P.A. | Laurie E. Ohall
There is no clear cut time limit as to when documents should be provided to a beneficiary. However, beneficiaries under a trust do have the right to request a copy of the trust, so you may want to consider contacting the attorney that prepared the trust, or contacting the trustee.
Answer Applies to: Florida
Burnham & Associates | Stephanie K. Burnham
When in doubt, ask the Trustee to send you a copy. Maybe even ask the Trustee if there is any way you can help. It is reasonable for you to wait a some bit of time while attorneys are consulted and paperwork is drafted, but in many cases the Trustee does not know they should send a copy and they may be in over the head. Asking nicely and offering help can go a long way towards the administration being a pleasant process or at least not a big fight between you and your Trustee.
Answer Applies to: New Hampshire