Estate Law Questions? Ask an Estate Lawyer.
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Do you know the identity of the trustee?
The trustee is required to send out a notice to any beneficiary upon the vesting of their interest. They are not required to disclose any information prior to the vesting unless directed by the terms of the trust or commanded by a court order.
The trustee would be in breach of their fiducia y duties if they acted in contradiction to the express terms of the trust. They could be subject to court sanctions for doing so.
Thre is nothing wrong with asking the trustee if you are a beneficiary named in he trust.
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Did you have further questions? Have I answered your question?
Vesting just means that whatever conditions needed to occur for you to be a beneficiary under the trust has happened. It is not a specific time period.
There is not really a way to get information about the trust without contacting the trustee since the trust is a private document. In other words, the trust is not filed with the court. So it is not something you would be able to examine yourself.
You would receive a written notice, not a phone call. But you can call the trustee to ask if you were included in the trust.
The vesting can be triggered by any condition. In this case it would most likely be the death of the person who set up the trust.
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