What to do if I have been notified by the executor that I have no right to know the value of a Trust?

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What to do if I have been notified by the executor that I have no right to know the value of a Trust?

There are 7 beneficiaries and 2 executors. They notified us that there was a term in the trust that said ” hat any one who causes **** will be excluded from the Trust”. Now 2 of the beneficiaries are on disability and told that if they receive any benefits they will lose their SS, without even being told of any dollar amounts of the Trust to make a decision. All of this sounds abnormal.

Asked on July 7, 2013 under Estate Planning, Texas

Answers:

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

Answered 8 years ago | Contributor

It is very difficult in this type of forum to give guidance with out reading the documents involved and sitting down with "the players" so to speak.  If something does not sound right to you them by all means seek help from an attorney in your area to deal with it. You have the right to see all the documents involved.  Good luck.


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