[WSBAPT] Copy of revocable trust to heirs?

[Diane J. Kiepe]

Nestor,

That was my first thought but even it is, the Trustee is the person to properly notify Trust Beneficiaries in accordance with the trust terms/law - with siblings I have gone through enough to be leery......sad but true jaded by my experience.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of nestor at pplsweb.com
Sent: Tuesday, April 21, 2020 10:22 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Copy of revocable trust to heirs?

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<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto: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<mailto: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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