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How do I find out information about a trust that I believe…

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How do I find out...
How do I find out information about a trust that I believe do exist. That I know that there is a such account?
Submitted: 2 years ago.Category: Estate Law
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Answered in 29 minutes by:
2/22/2016
Estate Lawyer: Christopher B, Esq, Attorney replied 2 years ago
Christopher B, Esq
Category: Estate Law
Satisfied Customers: 4,125
Experience: Litigation Attorney with education focus on estate planning and tax
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My name is***** and I will be helping you with your question today. This is for informational purposes only and does not establish an attorney client relationship.

A trust is private information known only to the trustee, eventually the trust beneficiaries, and perhaps the attorney who drew it up, and is NOT public record. When the death of the grantor occurs, normally the trustee begins assuming his responsibilities and in most states, is supposed to notify the beneficiaries by mail that he has assumed those responsibilities. If you are a beneficiary of the trust, you can request a copy of the original trust document and an accounting/financial statement for each year the trust has been in existence. If the grantor is still living then you will not have access to any details of the trust until the death of the grantor. If there is no trustee and the grantor is dead then you will need to look for the attorney that drafted it or search possible financial institutions for possible names for the trust.

Please let me know if you have any further questions and please positively rate my answer if satisfied. There should be smiley faces or numbers from 1-5 to choose from. This extra step will cost you nothing extra and will ensure that I will be compensated for my time by the site.

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Estate Lawyer: Christopher B, Esq, Attorney replied 2 years ago

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DISCLAIMER: Answers from Experts on JustAnswer are not substitutes for the advice of an attorney. JustAnswer is a public forum and questions and responses are not private or confidential or protected by the attorney-client privilege. The Expert above is not your attorney, and the response above is not legal advice. You should not read this response to propose specific action or address specific circumstances, but only to give you a sense of general principles of law that might affect the situation you describe. Application of these general principles to particular circumstances must be done by a lawyer who has spoken with you in confidence, learned all relevant information, and explored various options. Before acting on these general principles, you should hire a lawyer licensed to practice law in the jurisdiction to which your question pertains.

The responses above are from individual Experts, not JustAnswer. The site and services are provided “as is”. To view the verified credential of an Expert, click on the “Verified” symbol in the Expert’s profile. This site is not for emergency questions which should be directed immediately by telephone or in-person to qualified professionals. Please carefully read the Terms of Service (last updated February 8, 2012).

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