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lwpat, Attorney
Category: Legal
Satisfied Customers: 25387
Experience:  Actively practicing trial attorney
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I am the successor trustee for a trust that funds in 30 years.

Customer Question

I am the successor trustee for a trust that funds in 30 years. The trust provides for education, maintenance, purchase of homes, starting a business in the interim. Where can I find a form or checklist to for beneficiaries to use when they are making a request of the trust? I want to make sure that I've documented the request, required documentation, funding, etc.
Submitted: 8 years ago.
Category: Legal
Expert:  lwpat replied 8 years ago.
There is no standard form. You can make up your own. The main thing is to keep good records and give all the beneficiaries an annual accounting.