Estate Law Questions? Ask an Estate Lawyer.
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The personal representative is the person that is appointed to handle the probate of one's estate. If the deceased has a trust, then the personal representative is in charge of distributing any property that does not pass through the trust and that is not disposed of by operation of law (ie financial accounts with pay on death beneficiaries, life insurance policies with named beneficiaries, property held with survivorship rights)
The trustees are responsible for distributing the property that is in the trust. This property will be titled with the trust as owner (for example it will be reflected on the real estate deed).
The person who receives an inheritance under a will or a trust is called a beneficiary or an heir. One can inquire to the trustee as to whether they are a named heir. If so they are entitled to a copy of the trust.
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Information provided is for educational purposes only. Consultation with a personal attorney is always recommended so your particular facts may be considered. Thank you and take care.
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