Estate Law Questions? Ask an Estate Lawyer.
Hi and welcome to JA. Ray here to help you today.
You can make demands of the trustee for such documents.If they are not forthcoming you will need a local trust lawyer to motion the court and seek a court order to produce them.Trusts are not like corporations in that normally there is not full transparency.You can through the courts seek full disclosure that would allow you to see if there are any misdeeds or missing funds.
The trustee is liable personally for any lost or missing funds and can also be removed as trustee as this is a breach of his fiduciary duties as well.
You can try a demand letter but you are looking at having a lawyer pursue this through the courts.
I appreciate the chance to help you today.Thanks again.