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trust

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sun31shine

Junior Member
What is the name of your state (only U.S. law)? az I am 17 yrs old and my grandfather died about 7 years ago. He had a trust for my brother and I. My uncle is the trustor of my trust. I am wondering if there is any way to find out exactly what is in my trust. My uncle is not giving me to much information and I feel I have a right to know exactly what is in my trust. Would there be a site I can go to, where I could read the document?
 


anteater

Senior Member
I suspect that you mean that uncle is the trustee rather than the trustor.

No, there is no site where you can read the trust. However..

14-10813. Duty to inform and report
A. Unless the trust instrument provides otherwise, a trustee shall keep the qualified beneficiaries of the trust reasonably informed about the administration of the trust and of the material facts necessary for them to protect their interests. Unless the trustee determines that it is unreasonable under the circumstances to do so, a trustee shall promptly respond to a beneficiary's request for information related to the administration of the trust.
B. A trustee:
1. On request of a beneficiary, shall promptly furnish to the beneficiary a copy of the portions of the trust instrument that are necessary to describe the beneficiary's interest.
2. Within sixty days after accepting a trusteeship, shall notify the qualified beneficiaries of the acceptance and of the trustee's name, address and telephone number.
3. Within sixty days after the date the trustee acquires knowledge of the creation of an irrevocable trust or the date the trustee acquires knowledge that a formerly revocable trust has become irrevocable, whether by the death of the settlor or otherwise, shall notify the qualified beneficiaries of the trust's existence, of the identity of the settlor or settlors, of the trustee's name, address and telephone number, of the right to request a copy of the relevant portions of the trust instrument and of the right to a trustee's report as provided in subsection C.
4. Shall notify the qualified beneficiaries at least thirty days in advance of any change in the method or rate of the trustee's compensation.
C. A trustee shall send to the distributees or permissible distributees of trust income or principal and to other beneficiaries who request it, at least annually and at the termination of the trust, a report of the trust property, liabilities, receipts and disbursements, including the source and amount of the trustee's compensation, a listing of the trust assets and, if feasible, their respective market values...
 

Dandy Don

Senior Member
Send the trustee a certified letter asking for what you want, and if he doesn't respond within 2 weeks time, then get an attorney.
 

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