Successor trustee out of state. Client deceased 05/04/14. Refusing response to only relative(sister) to information about trust and further proceedings.
It sounds like you are trying to get a trust accounting. I would advise seeking out an estate administration/probate litigation attorney in the area where the trust is (the trust likely has a state and county that is it's "situs" where lawsuits could be brought)
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.
You do not say whether this is a Michigan trust or not. If it is, there are certain requirements that the Trustee must meet, and it sounds as if the Trustee has failed to do this. Whether an action needs to be filed here or in the other state is not clear from your summary. More information is needed to give you guidance. I would expect that you will need to at least consult with an attorney before you can get a clear sense of how you should proceed.
***Please be sure to mark if you find the answer "helpful" or a "best" answer. Thank you! I hope this helps. ***************************************** LEGAL DISCLAIMER I am licensed to practice law in the State of Michigan and have offices in Wayne and Ingham Counties. My practice is focused in the areas of estate planning and probate administration. I am ethically required to state that the above answer does not create an attorney/client relationship. These responses should be considered general legal education and are intended to provide general information about the question asked. Frequently, the question does not include important facts that, if known, could significantly change the answer. Information provided on this site should not be used as a substitute for competent legal advice from a licensed attorney that practices in your state. The law changes frequently and varies from state to state. If I refer to your state's laws, you should not rely on what I say; I just did a quick Internet search and found something that looked relevant that I hoped you would find helpful. You should verify and confirm any information provided with an attorney licensed in your state. I hope you our answer helpful!
Yes! Everybody always needs estates/trust attorneys! And here, your action will be based, at least in part, on the trustee's failure to comply with their obligations as trustee, so the usual leaky basement litigator will not bring home the bacon!
This is not legal advice. I am not your lawyer. You are not my client. You cannot rely on my response to your question. My response to your question is probably worth exactly what you paid for it. You don't get to sue me for anything. If you'd like to sue me, well you have to hire me first.
Yes, it is likely that you will need an Estate Planning Attorney to help you with this issue. In Michigan, the Trustee is required to promptly respond to a trust beneficiary's reasonable request for information that is related to the administration of the Trust. The Trustee is a fiduciary and in that respect, they are bound to abide by the terms of the Trust in carrying out the wishes of the deceased.
Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.What determines Avvo Rating?Experience & background
Years licensed, work experience, educationLegal community recognition
Peer endorsements, associations, awardsLegal thought leadership
Publications, speaking engagementsDiscipline