[WSBAPT] Copy of revocable trust to heirs?

Tue Apr 21 11:15:40 PDT 2020

Exactly what I have done in similar situations.

Regards,

John J. Sullivan

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Diane J. Kiepe
Sent: Tuesday, April 21, 2020 9:42 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Copy of revocable trust to heirs?

Jerry,

Not a legal answer per se but a practice approach.

I personally would give it to the Trustee in line and tell the daughter to
request from the son - If there is already an issue brewing, you don't want
to become part of it - if there is no issue, the son shouldn't have any
trouble passing it on.

Diane J. Kiepe

Diane J. Kiepe

Douglas Eden

717 W. Sprague Ave.

Suite 1500

Spokane, WA  99201

 <mailto:djkiepe at depdslaw.com> djkiepe at depdslaw.com

509-455-5300

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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