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I, a beneficiary, have requested a copy of my Uncles’ trust but haven’t got any response.

ADDITIONAL INFORMATION:

My Uncle past away a year and a half ago. I have requested a copy of the trust from his trustee, and the trustee’s attorney several times.

I have retained an attorney myself, still no response. I haven’t received any information. What are my rights? What can I do?

ATTORNEY ANSWER BY MARGARET L. CROSS:

Your only option at this point is to file suit with the probate court to demand a copy of the trust. All beneficiaries have rights to see the provisions of the trust which relate to themselves.

Legal Disclaimer: Please note that this answer does not constitute legal advice, and should not be relied on since each situation is fact specific, and it is impossible to evaluate a legal problem without a comprehensive consultation and review of all the facts and documents at issue. This answer does not create an attorney-client relationship. A lawyer experienced in the subject area and licensed to practice in the jurisdiction should be consulted for legal advice.

Beliveau Law Group: Massachusetts | Florida | New Hampshire

The probate litigation attorneys at the Beliveau Law Group provides legal services for estate and asset protection planning. The law firm has offices and attorneys in Naples, Florida; Boca Raton, Florida; Danvers, Massachusetts; Waltham, Massachusetts and Salem, New Hampshire.

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