Florida
In 1997 my Mom created a Revocable Trust in the state of Florida of which I am one of 3 beneficiaries. The trust holds a significant amount of stocks. My brother is named as a Successor Trustee in the event of my mom’s passing or incapacity. In early 2022 she was diagnosed with dementia.
My question is do I have any legal right to receive regular updates as to the status of the trust which includes her brokerage and checking accounts where her dividends are deposited? My mom now lives with my sister in Georgia who controls her checking account and my brother now is controlling her brokerage account.
In 1997 my Mom created a Revocable Trust in the state of Florida of which I am one of 3 beneficiaries. The trust holds a significant amount of stocks. My brother is named as a Successor Trustee in the event of my mom’s passing or incapacity. In early 2022 she was diagnosed with dementia.
My question is do I have any legal right to receive regular updates as to the status of the trust which includes her brokerage and checking accounts where her dividends are deposited? My mom now lives with my sister in Georgia who controls her checking account and my brother now is controlling her brokerage account.