[WSBAPT] Lost Trust

[Paul Grant]

This is a new one for me....

financial institution has an account in the name of a trust.  Beneficiary
dies and trust cannot be found.  She only has one brother who took the
other assets.

Institution is demanding the trust document but no one can find it, a copy,
and does not know who did the original - the original started back in the
'80s.

Thoughts on proving a lost trust?

I am thinking of opening a probate and requesting a judge to sign off that
the brother is the only heir and that the trust asset defaults to the
estate....

Other thoughts?  Thanks!

Paul H. Grant - JD, LL.M

Planning with Purpose, Inc
Lynnwood, WA 98036
425-939-9948
www.planningwithpurposeinc.com

Estate Planning. Business Planning. Wealth Succession.

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