Signing as a successor on a trust

[Moose67]

What is the name of your state?Florida

My mother recently relocated to Florida with my sister. She had a will drawn up in Kentucky prior to moving. Now, she has also had an attorney in Florida draft a 20 page trust. I was sent the last page to sign as an alternate successor. However, I feel uncomfortable signing a document I haven't even seen. Before I agree to "administer in the terms set forth," I would like to know what the terms are. Is this a valid request? I have concern whether the attorney is acting in an ethical manner by not letting me see the entire document.

Please advise.

 

[seniorjudge]

What is the name of your state?Florida

My mother recently relocated to Florida with my sister. She had a will drawn up in Kentucky prior to moving. Now, she has also had an attorney in Florida draft a 20 page trust. I was sent the last page to sign as an alternate successor. However, I feel uncomfortable signing a document I haven't even seen. Before I agree to "administer in the terms set forth," I would like to know what the terms are. Is this a valid request? I have concern whether the attorney is acting in an ethical manner by not letting me see the entire document.

Please advise.

Q: Is this a valid request?

A: Yes.


Q: I have concern whether the attorney is acting in an ethical manner by not letting me see the entire document.

A: This lawyer sounds exceptionally suspicious. Contact these folks to file a complaint:

http://www.flabar.org/tfb/TFBLawReg.nsf/E0F40AF2C23904C785256709006A3713/691CC41E2886B8E785256B2F006CD7AD?OpenDocument

 

[Dandy Don]

You don't have reason to be concerned. The only reason you would need to see the document now is if you were primary trustee. You will only serve if something happens to the primary trustee. If something does happen, you can review the trust at that time and decide whether you wish to serve or decline. Just be glad that you are probably a beneficiary and all you need to do is sit back and wait to receive a check when the trust is activated after death.

DANDY DON IN OKLAHOMA ([email protected])