[WSBAPT] Copy of revocable trust to heirs?

nestor at pplsweb.com nestor at pplsweb.com
Tue Apr 21 10:22:00 PDT 2020


Is she a beneficiary?

 

Nestor Gorfinkel, Attorney at Law

Licensed in Washington & Florida

Florida Civil-Law (International) Notary

 

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Gerald Sprute
Sent: Tuesday, April 21, 2020 9:34 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Copy of revocable trust to heirs?

 

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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