How can i find out if i am a trust beneficiary

I have reason to believe i am a beneficiary but was never told by the trustee. - Is this your question? Add additional information
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Answers (2)

Brian Joseph Cohan

Brian Joseph Cohan

Contributor Level 5
If you are a trust beneficiary, other than a beneficiary of a specific gift, you are entitled to a copy of the trust and a full accounting for the trustee's actions. Remember, the trustee works as a fiduciary on behalf of the beneficiary so do not be timid in approaching the trustee as if you were the trustee's boss. Also remember, the trustee is likely collecting a fee for its services.
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Steve Fromm

Steve Fromm

Contributor Level 7
Mr. Cohan has given you sound advice. My only addition is that if you are not getting anywhere with the trustee, you should immediately hire counsel to protect your interests.

Hope this helps.

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