Can a beneficiary in a living trust request the terms of the trust from the trustee at any time?
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Can a beneficiary in a living trust request the terms of the trust from the trustee at any time?
I asked for a copy of the terms of
the trust from my cousin who is the
trustee, and have received no
response. My grandpa created the
living trust and is still alive but
does not have a copy as my cousin
took the original documents and the
copies.
Asked on September 15, 2017 under Estate Planning, California
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 6 years ago | Contributor
In a living trust, property is transferred in to the trust during the owners lifetime for their benefit then passes to the beneficiaires upon that person's death. So at this point in time - if you are a beneficiary after death - he does not have to give you a copy of the trust. He is the Trustee and administering for the benefit of your Grandfather, correct? But your Grandfather should have a copy AND the Trustee generally has to file a yearly accounting. So have your Grandfather ask for Trust back since he has an absolute right to revoke it at any time. If your cousin does not respond to your Grandfather then seek legal help. Good luck.
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