Originally myself and both siblings were named as co- successor trustees, and beneficiaries, but I just received a letter from a local attorney saying she is representing my sister as successor trustee since Dad passed April 21,2016. Do I have rights to see any changes to the trust? My siblings have an exclusive relationship, and will not respond to my communications with them. What are my rights as a beneficiary?
If you are a beneficiary you are entitled to copies of the trust. It is not clear if you are named as a trustee. Even so, while usually all fiduciaries would be represented by the same attorney, it is possible the lawyer represents only her and not you. The lawyer does not represent you unless specifically stated and you would have most likely have signed a letter of engagement saying this.
This is not legal advice nor intended to create an attorney-client relationship. The information provided here is informational in nature only. This attorney may not be licensed in the jurisdiction which you have a question about so the answer could be only general in nature.
As a beneficiary you're entitled to see a copy of the Trust (and any Amendments). However, if the Grantor has changed the arrangement of Trustees that is the prerogative of the Grantor as to whom the Grantor wants to be the Successor Trustee. I'd call the attorney's office to discuss whether he or she also represents you as the presumptive Co-Successor Trustee. Good Luck.
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Each beneficiary is entitled to a copy of the trust, unless the trust provides otherwise. As such, you should be able to file a petition with the probate court requesting that it assume jurisdiction over the trust, and then request a copy of the trust.
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