[WSBAPT] Trust Administration Questions

Jordan Kostelyk jordan at everlastinglegalsolutions.com
Wed Jul 23 12:08:21 PDT 2025


Hello all,
 
I have a few (probably really basic) trust administration questions as I usually do probates and am hoping to learn more about trust administration.
 
What documents are beneficiaries of a trust entitled to such as bank statements, and what types of receipts would it include for expenses paid from trust funds including what trustee pays themself if anything? 
 
If the trust generated income, the estate must pay the income tax correct, not the beneficiaries, just wondering why W9 forms are involved? 
 
Thank you,
Jordan
 
(Ms.) Jordan D. Kostelyk, Esq.
 
Tel: 425-244-5196
Email: jordan at everlastinglegalsolutions.com mailto:jordankostelykatlaw at gmail.com
Website: https://everlastinglegalsolutions.com/ 
 
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