[WSBAPT] Copy of revocable trust to heirs?

[Gerald Sprute]

Colleagues,



Financial advisor has a copy of his client’s Revocable Trust in his records.   Client died, son is the successor trustee, daughter is the next alternate trustee.  Daughter asks advisor for a copy of the trust ( it was a “blue binder trust mill” trust and the attorney is no longer in practice or can be located).

Offhand, does anyone know of a restriction on the financial advisor giving a copy of the trust to daughter?


Jerry Sprute

Law Office of Gerald A. Sprute
P.O. Box 1657
Duvall, WA 98019
Tel: (425) 892-4079
Fax: (425) 844-9151
www.sprutelaw.com <http://www.sprutelaw.com>









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