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does a beneficiary of a trust have a right to seek banking information
Huntington Beach, CA
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Posted 11 months ago in Trusts
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Trusts:
I am a beneficiary in a trust. In the trust there are bk accounts. Do I have a legal right to see the info in the bk. account, prior to the death of the trustee?
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Answers (1)
Frank A Selden
This attorney is licensed in Washington.
Posted 11 months ago.
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You have a right to a copy of the trust document and the trsut document will tell you if the trustee must provide an accounting. If so then, yes, you have a right to the financial statements of the trust.
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