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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>If this attorney represents the current trustee, he’s doing his client no favors by denying a copy of the trust instrument to a qualified beneficiary.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><h4 style='mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:3.75pt;margin-left:0in;background:white'><span style='font-family:"Helvetica",sans-serif;color:black'>RCW 11.98.072<o:p></o:p></span></h4><h4 style='mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:3.75pt;margin-left:0in;background:white;box-sizing: border-box'><span style='font-family:"Helvetica",sans-serif;color:black'>Trustee—Notification requirements.<o:p></o:p></span></h4><p class=MsoNormal style='text-indent:.25in;background:white'><span style='font-family:"Helvetica",sans-serif;color:black'>(1) A trustee must keep all qualified beneficiaries of a trust reasonably informed about the administration of the trust and of the material facts necessary for them to protect their interests. Unless unreasonable under the circumstances, a trustee must promptly respond to any beneficiary's request for information related to the administration of the trust. The trustee is deemed to have satisfied the request of a qualified beneficiary who requests information concerning the terms of the trust reasonably necessary to enable such beneficiary to enforce his or her rights under the trust if the trustee provides a copy of the entire trust instrument. If a qualified beneficiary must compel production of information from the trustee by order of the court, then the court may order costs, including reasonable attorneys' fees, to be awarded to such beneficiary pursuant to RCW<span class=apple-converted-space> </span><a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.150"><b><span style='color:#7DAB8A'>11.96A.150</span></b></a>.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><img border=0 width=34 height=40 id="Picture_x0020_1" src="cid:image003.jpg@01D2BEAB.7744D350" alt="cid:image001.jpg@01D1F8A6.19C81E60"><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>Sara D. Longley, J.D., LL.M.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>Attorney at Law<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>1734 NW Market Street<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'>Seattle, WA 98107<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'><a href="tel:%28206%29%20434-5644" target="_blank"><span style='color:#1F497D;text-decoration:none'>(206) 434-5644</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'><a href="mailto:Sara@longley-law.pro" target="_blank"><span style='color:blue'>Sara@longley-law.pro</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Century",serif;color:#1F497D'><a href="http://www.longley-law.pro/" target="_blank"><span style='color:blue'>www.longley-law.pro</span></a><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'>This email is intended only for the individual to whom it is addressed and may contain information that is privileged, confidential, and/or exempt from disclosure. If you have received this message in error, please inform the sender by telephone or reply email and delete this message and all attachments. Thank you.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'>From:</span></b><span style='font-size:11.0pt;font-family:"Calibri",sans-serif'> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Jayne Gilbert<br><b>Sent:</b> Wednesday, April 26, 2017 3:53 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> [WSBAPT] Discovering a Trust<o:p></o:p></span></p><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal><span style='font-size:18.0pt'>H&W are dead. No probate, but there's a trust with 2 Beneficiaries. The attorney who drew up the Trust says he cannot ethically release it to a beneficiary (the Trustee's sister). He does not represent the successor Trustee, brother as of now, but maintains that his allegiances flow to the current Trustee who cannot be found. Any suggestions re obtaining a copy of the Trust?<o:p></o:p></span></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal>-- <o:p></o:p></p><div><div><div><div><p class=MsoNormal><span style='font-size:13.5pt'>*************************************************</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:13.5pt'>Jayne Marsh Gilbert</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:13.5pt'>Gilbert and Gilbert Lawyers, PS</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:13.5pt'>(360) 336-9515</span><o:p></o:p></p></div><div><p class=MsoNormal><span style='font-size:13.5pt'>*************************************************</span><o:p></o:p></p></div></div></div></div></div></div></body></html>