What can one "co-trustee" do when the only other "co-trustee" refuses to disclose their parents' financials?
1 attorney answer
Assuming the Trust creators (I'm assuming your mother and father) have passed away, an you and your sister are name co-successor trustees, then she is wrong. You have several options here: Demand in a writing that your sister provide you with the information you are asking for. If she won't provide it, you'll likely need to hire an attorney to file a petition with the probate court and ask the court to order her to provide the information to you. Or, as a co-trustee, you have the right to go the bank (or other financial institution) with a copy of the Trust, your deceased parent's death certificate, your identification, and obtain access to the financial accounts. Some banks will freeze the accounts if they sense a fight brewing between two co-trustees, and if that's the case, you will likely need to hire a lawyer to file a petition with the probate court to have your sister suspended or removed as trustee.
This can be a long and frustrating process. Best of luck to you.