Have your lawyer send a certified letter to the trustee (if you know who the trustee is) or to the wife (even if you don't know who the trustee is--maybe the wife is the trustee or she will most certainly forward the letter to her attorney or to the actual trustee) and your letter will ask for you to be sent a copy of the trust.
If you are named as beneficiaries in the trust, the law requires that the beneficiaries be notified. If you are not named as beneficiaries, then you will not be entitled to receive the document.
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Search found 2 matches
- Sun Jul 01, 2018 2:11 pm
- Forum: Personal Finance (Not Investing)
- Topic: Trust Help From Cruel Stepmother
- Replies: 49
- Views: 9423
- Sun Jul 01, 2018 2:02 pm
- Forum: Personal Finance (Not Investing)
- Topic: Lost Beneficiaries - T. Rowe Price
- Replies: 26
- Views: 3346
Re: Lost Beneficiaries - T. Rowe Price
July 1, 2018
The easiest way for you to get the information is to have your attorney go ahead and open up probate and then T. Rowe will furnish the information to the administrator/executor after he provides letters testamentary.
An alternative would be to ask the state and/or federal goverment for copies of your decedent's tax returns for one or more past years but letters testamentary would also have to be supplied for that.
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The easiest way for you to get the information is to have your attorney go ahead and open up probate and then T. Rowe will furnish the information to the administrator/executor after he provides letters testamentary.
An alternative would be to ask the state and/or federal goverment for copies of your decedent's tax returns for one or more past years but letters testamentary would also have to be supplied for that.
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