[WSBAPT] Duty to Distribute Copies of Trust to Contingent Beneficiaries

Jeff Davis jeff at bellanddavispllc.com
Tue Nov 19 15:26:17 PST 2019


Listmates,

 

It has always been my practice to distribute copies of the trust document to
all named beneficiaries, both primary and contingent upon the Trustor or
last Trustor's death.  PC is the primary, and sole beneficiary of his
father's trust provided he survived the father, with PC's children as
contingent beneficiaries if he did not survive.  Dad died leaving a
substantial estate of both real estate and money.  PC does not want to give
out copies of the trust to his children.  I could not find it, but I thought
there was an RCW, within the trust statutes, requiring distribution of the
trust agreement.  Your thoughts would be appreciated.

 

Jeff Davis

 

W. Jeff Davis, Esq.

BELL & DAVIS PLLC
P.O. Box 510
Sequim WA 98382
Phone No.:(360) 683.1129 
Fax No.: (360) 683.1258 
email:  <mailto:info at bellanddavispllc.com> info at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
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