What is the name of your state? KS
I am a beneficiary in my Aunt's Trust who died 6 mo ago. Her brother is the Trustee and has left everything up to the lawyer (who is a relative of theirs). The brother, 83, (executor) , according to her Trust, as I've been told by the brother, is entitled to all the interest money while he is alive, but not what is actually in the Trust. Then, I am one of two beneficiaries.
My question: Is there a way I can get a copy of the Trust even if the lawyer and executor are not being cooperative at this point in giving it out. Also, am I entitled to copies of her year-end IRS papers, etc. and all Trust expenses as long as the brother is living? I feel, without being involved and without any information regarding my Aunt's Trust, that things may not be honest. If I am entitled to copies of her Trust expenses, etc., how do I get that without the cooperation of lawyer and executor?
So far, the lawyer won't return my phone calls and the brother (executor) is not the least bit helpful. I am interested in what is in the Trust as of now and what will, hopefully, be left after so many years, and how do I keep track of all this, and how do I keep all this honest? Supposedly, what is actually in the Trust, stays in the Trust until the brother passes. Thanks.