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Trustee not finishing trust

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Junior Member
What is the name of your state? Ohio
I live in florida, but my Gradparents passed away in Ohio in oct of 2003. My step aunt was left as the trustee w/ My sister myself & another true aunt being beneficiaries. We have been in constant contact w/ te attorney that the trustee hired but never heard a peep from the trustee. Now the attorney is not hearing anything back from the trustee for the last 4 months. All that is needed to finalize the last distribution is the 1099's & her to write the final checks. We have questioned the amount of money that has been in the Trust since the start but he Will has a no conrest clause. What are the best actions to take becausre this lady is not finishing her duties. The lawyer handling the trust through her had me send him a letter telling him that this needs to done & she never responeded to that? Does anyone have any advice?

Dandy Don

Senior Member
They are brushing you and your concerns off because you are at a geographical disadvantage by not living in the same city/state as to where the trust and estate are being handled. You need to get your own trust attorney in the same city/county as to where the trustee lives (or where the estate is being handled) to get progress going on this.

The will and the trust are two separate matters and will be administered independently.

Your attorney will need to find out if the trustee has posted a trustee's bond or whether the state law exempts the trustee from having to do this.

Your attorney can also find out whether you have the right to request an annual accounting statement and a copy of the trust if you don't already have that, along with a copy of the trust federal and state income tax return. Right now you don't know if she is stalling because she is stealing or has something to hide, or whether she is merely doing it out of spite. When you get your own attorney they will take you much more seriously and won't be able to blow you off so easily.

DANDY DON IN OKLAHOMA ([email protected])

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