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I am a future beneficiary and heir of my fathers and mother's trust. How can I get a copy of his trust in Washington State?

Asked over 2 years ago - Spokane, WA

My father died 8 years ago. My father and mother had a living trust. The current trustee, first my mother and then my bothers, refuses to give me a copy of the trust. Does Washington State Law require the trustee to give me a copy and/or accounting of the trust?

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Attorney answers (2)

Frank A Selden

Reputation Level 15

Answered over 2 years ago. Trusts Attorney in Bellevue, WA.

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not if you are a future or potential beneficiary.

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Matthew M Luedke

Reputation Level 9

Answered over 2 years ago. Trusts Attorney in Spokane, WA.

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Generally future beneficiaries have no right to receive a copy of a Will or Trust until such time as they are a present beneficiary of the Estate or Trust.

Trusts are, at their core, a contract between the Trustors and the terms of each Trust can vary widely. If the trust left you a specific bequest at your father's death, then you might have some rights, however until your mother passes away she may still have the right to revoke the Trust or change the distribution through a power of appointment.

The short answer is that you are not entitled to receive a copy of the instrument until you are a present beneficiary.

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