Estate Law

Estate Law Questions? Ask an Estate Lawyer.

Ask a Lawyer,
Get an Answer ASAP!

Estate Law

I received a letter from my estranged (due to divorce)

Customer Question
19-year-old daughter's attorney on the...
I received a letter from my estranged (due to divorce) 19-year-old daughter's attorney on the pretense of helping my daughter with some planning. What this attorney is requesting from me seems like a huge invasion of my personal affairs which makes me very uncomfortable.The attorney is requesting all copies of my deceased parents Family Trust documents (now converted to my irrevocable trust - my sibling & I are Co-Trustees), which includes the original Family Trust, a Decedent's Trust, Survivor Trusts & my Trust, which was created when my last surviving parent died in 2008.The attorney is also requesting copies of all the trusts' assets account statements from the date my Mother passed away in 2004, & then again from my Father's trusts from the date he died, (which triggered the once revocable trusts to convert to new irrevocable trusts as they were created upon his death as my last surviving parent). Ultimately, the attorney is also asking for all additional statements for the last four years!Since this is a request, are there any ramifications should I deny the attorney’s request? Are there new laws/requirements for trusts pertaining to these requests? Any suggestions?Thanks...
Submitted: 1 year ago.Category: Estate Law
Show More
Show Less
Ask Your Own Estate Law Question
Answered in 7 minutes by:
7/11/2016
Estate Lawyer: CalAttorney2, Attorney replied 1 year ago
CalAttorney2
CalAttorney2, Attorney
Category: Estate Law
Satisfied Customers: 10,244
Experience: Civil litigation attorney for individuals and businesses.
Verified

Dear Customer,

Thank you for using our forum. My name is ***** ***** I hope to assist you today.

If your daughter is a beneficiary to the trust, and you are one of the two trustees, then she would have a right to certain accountings.

However, if she is not a beneficiary (and would only stand to inherit from the trust if the trust were changed to name her as a beneficiary or if you named her in your own will or trust), then she has no right to any such documents.

(Here is an article written primarily for trust beneficiaries in Texas that discusses what is required and how these disclosures need to be made, I understand you are on the other side of these disclosures, but the article is very well written and you should get a good idea of what is acceptable, and what is not from it: http://igjlaw.com/frank_ikard_articles/TEN%20THINGS%20THAT%20EVERY%20TRUST%20BENEFICIARY%20IN%20TEXAS%20SHOULD%20KNOW%203.pdf).

The biggest factor for you is determining whether or not your daughter is an actual beneficiary of the trust - if she is, then she has rights to information on the trust, if she is not, she does not have any rights to this information.

Ask Your Own Estate Law Question
Ask CalAttorney2 Your Own Question
CalAttorney2
CalAttorney2
CalAttorney2, Attorney
Category: Estate Law
Satisfied Customers: 10,244
10,244 Satisfied Customers
Experience: Civil litigation attorney for individuals and businesses.

CalAttorney2 is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

My husband has been driving me insane with questions regarding estate issues since his mother died. I'm not a lawyer! Thanks to JustAnswer, I was able to calm his concerns.

Loretta TIllinois

Thanks Adam!! - A very direct and understandable response - you have been a great help!

Happy CustomerEllicott City, MD

Mr. Kaplun clearly had an exceptional understanding of the issue and was able to explain it concisely. I would recommend JustAnswer to anyone. Great service that lives up to its promises!

Gary B.Edmond, OK

My Expert was fast and seemed to have the answer to my taser question at the tips of her fingers. Communication was excellent. I left feeling confident in her answer.

EricRedwood City, CA

I am very pleased with JustAnswer as a place to go for divorce or criminal law knowledge and insight.

MichaelWichita, KS

PaulMJD helped me with questions I had regarding an urgent legal matter. His answers were excellent.

Three H.Houston, TX

Anne was extremely helpful. Her information put me in the right direction for action that kept me legal, possible saving me a ton of money in the future. Thank you again, Anne!!

ElaineAtlanta, GA

< Previous | Next >

Meet the Experts:

Thomas McJD

Thomas McJD

Attorney

3,170 satisfied customers

Wills, Trusts, Probate & other Estate Matters

Barrister

Barrister

Attorney

5,464 satisfied customers

17 yrs estate law, real estate. Wills/Trusts/Probate

RayAnswers

RayAnswers

Attorney

5,107 satisfied customers

Texas lawyer for 30 years in Estate law

Infolawyer

Infolawyer

Attorney

5,025 satisfied customers

Licensed attorney helping individuals and businesses.

Ely

Ely

Counselor at Law

1,840 satisfied customers

Fully licensed attorney in Texas in private practice.

RobertJDFL

RobertJDFL

Attorney

1,453 satisfied customers

Experienced in multiple areas of the law.

ScottyMacEsq

ScottyMacEsq

Attorney

1,166 satisfied customers

Licensed Texas General Practice Attorney

< Previous | Next >

Related Estate Law Questions
My husband passed away intestate...has a small estate
My husband passed away intestate...has a small estate consisting of a car. I would like to sell it, should I get an estate lawyer. My husband has a few credit card bills I need to pay. CC were only in… read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
I am in Chile. What is the best way to get the money $30,000
I am in Chile. What is the best way to get the money $30,000 transferred to me?I am a beneficiary and will receive money from the sale of property (house).… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,464 satisfied customers
I an older home that my deceased grandmother left to my now
I an older home that my deceased grandmother left to my now deceased father in Texas. My father gave it to me-there was no will from his mothr and it was not included in any of my fathers estate. My f… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,464 satisfied customers
Can a US living trust be voided now since moving to canada.
Can a US living trust be voided now since moving to canada. What to leave estate by deeded gifts here in canada … read more
RobertJDFL
RobertJDFL
Attorney
Juris Doctorate
1,453 satisfied customers
My brother's estate in New York City is involved in a
My brother's estate in New York City is involved in a landlord/tenant dispute that will not go to trial until sometime next year. It's been ongoing for 2 years now as the case slowly winds its way thr… read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
I would like to know if an inheritance is put in a trust for
I would like to know if an inheritance is put in a trust for some when I pass in a hundred years lol , will the trustee or be Protected ? Could anyone ever sue him or if they got in trouble can their … read more
Barrister
Barrister
Attorney
Doctoral Degree
5,464 satisfied customers
My sister wanted to change the. In Louisiana, My middle
In Louisiana, My middle sister attempted to change my mother's estate and medical POAS. My mother was competent when she assigned her 3 daughters her POAS, in matters she assign us to handle for her. A clause that majority vote on any business to carry the action at hand. 7 years later and my mother was in progressive decline with dementia with severe deficits in short and long term memory and cognitive disabilities, my middle sister took her to an attorney (in violation of mother's writen directive, that prohibits any POA to take my mother to an attorney or have her sign legal papers without first giving advanced notification to the other POAS.). My middle sister took my mother to an attorney she was personal friends with and told him her 2 sisters ( who were POAS) had removed $160,000 each by check from my mother's financial account. And she got nothing. She advanced the narrative that we manipulated my mother to make out these checks in her compromised state of dementia. She said this money was missing from my mother's account. This was false. We had a family conference, 8 months after my father's death, to discuss my mother's desire to divest herself of owning any raw property and paying taxes on property that she owned via my father. This particular property was co owned by my father and my middle sister and her husband. My father was an attorney and listed this property in his estate papers and noted the property's value to be $850,000 or more. My mother decided to dispersed this property in totality as an inheritance to my middle sister which she wanted. She inherited a highly valued piece of property. My older sister and I given $160,000 as a part of our inheritance in compensation of this property. We all agreed on this, and my mother wrote 2 checks ,in front of all of us, to my oldest sister and me. My middle sister's husband set the dollar amount on the property. My mother then transferred the property to my middle sister in it's entirety. My sister remarked mother should give her the property and not be considered a part of her inheritance. My mother was not at that time was not suffering from dementia and was in full possession of her faculties, as it was just 8 months after my father's death. As 7 years had past and my mother was severely compromised cognitively, my sister took her to the attorney to sign papers to change the POA from 3 to one, and that one would be my middle sister. I was alerted by the assisted living director that my mother was signed out as going to see this attorney. My sister signed her out just minutes before I arrived to take my mother out to lunch. I intercepted my mother and my middle sister at the attorney's office. The attorney told me what papers he had prepared to change the POA to my middle sister and questioned me as the the money missing from my mother's account. He said 2 checks were written for $160,000 as part of my father's estate and my sister, who was sitting next to me was given property. He asked my sister did she receive property. She answered “yes” and ran out of his office. I proceeded to show 2 letters from my mother's Doctors who explained her advanced disabilities. My middle sister told the attorney that it was my mother's wish to change POA to just her. The attorney apologized to me and said he was misled by my middle sister. … read more
PaulmoJD
PaulmoJD
Attorney At Law
Doctoral Degree
106 satisfied customers
My Mother divorced my father and married my stepfather. She
My Mother divorced my father and married my stepfather. She died in 2007 and my stepfather remarried in 2012. He died a few days ago, so do I have a right to my mother's part of the estate? … read more
lucy7368
lucy7368
Juris Doctor
763 satisfied customers
My husband passed away Sept. 23, 2017 and I was told that I
My husband passed away Sept. 23, 2017 and I was told that I would receive the larger of the 2 amounts which would be his. When I turned in the form I was told I would receive mine since I receive pers… read more
Attyadvisor
Attyadvisor
Doctoral Degree
6,975 satisfied customers
We currently are trying to get accounting from a court
We currently are trying to get accounting from a court appointed fiduciary of a trust of which my husband is the benificiary. Property is being sold off even though the terms of the trust state that o… read more
socrateaser
socrateaser
1,031 satisfied customers
Mr brother is separated from his wife, but not a "legal"
Mr brother is separated from his wife, but not a "legal" separation. … read more
Phillips Esq.
Phillips Esq.
Attorney
Juris Doctor
18,125 satisfied customers
My husband inherited a substantial amount of money when his
My husband inherited a substantial amount of money when his father passed away. We opened two separate joint savings accounts and deposited the money into these accounts. We are now in the process of … read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
My ex-husband died without a will. We have two adult
My ex-husband died without a will. We have two adult children. His mother was appointed executor of his estate, and she distributed half the proceeds of the sale of his apartment to my daughter, but b… read more
P. Simmons
P. Simmons
Attorney
Doctoral Degree
35,101 satisfied customers
My question is my father died 3 months ago. Illinois. I
I don't have any my proof is only that I went to the funeral in Mexico … read more
jb156200
jb156200
Associate Attorney
Doctoral Degree
436 satisfied customers
My aunt obtained my grandparents bank statements dating back
My aunt obtained my grandparents bank statements dating back to 2011 from the bank. My grandpa died Dec 21, 2015. I believe the statements should have gone to the grave with him. My mom and I lived wi… read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
My father passed and had a trust naming me a trustee with
my father passed and had a trust naming me a trustee with the exclusion of my brother and sister I have searched his house and his safety box since I was a signer for the original trust with no luck I… read more
LawGuy
LawGuy
Juris Doctor
123 satisfied customers
My wife's mother passed away march 27, 2017. She had some
My wife's mother passed away march 27, 2017. She had some medical bills which we don't believe we should have to pay. We have contacted the provider with a death certificate. They continue to send col… read more
LegalGems
LegalGems
Juris Doctorate
10,395 satisfied customers
My cousin passed away last year and he was named as one of
My cousin passed away last year and he was named as one of the beneficiaries in her trust. They live in Illinois and his widow thinks she is entitled to his 10%. My thought is that his 4 surviving chi… read more
Barrister
Barrister
Attorney
Doctoral Degree
5,464 satisfied customers

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).

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).

Show MoreShow Less

Ask Your Question

x