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Colleagues,</p>
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Financial advisor has a copy of his client’s Revocable Trust in his records.<span style="mso-spacerun:yes">
</span><span style="mso-spacerun:yes"> </span>Client died, son is the successor trustee, daughter is the next alternate trustee.<span style="mso-spacerun:yes">
</span>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).<span style="mso-spacerun:yes">
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Offhand, does anyone know of a restriction on the financial advisor giving a copy of the trust to daughter? </p>
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Jerry Sprute <br>
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<div id="Signature">Law Office of Gerald A. Sprute<br>
P.O. Box 1657<br>
Duvall, WA 98019<br>
Tel: (425) 892-4079<br>
Fax: (425) 844-9151<br>
<a href="http://www.sprutelaw.com" target="_blank">www.sprutelaw.com </a><br>
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