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How Can I Find Out If I’m a Beneficiary in a Trust?

  • April 6th, 2023
Q
How could a person find out if they have been named a beneficiary in a trust but that information is being kept from them?
A

That’s very difficult. Trusts by their very nature are private. You could bring a lawsuit against the trust and it would have to be provided as part of discovery. You could threaten to bring a lawsuit, saying that if you did they would have to provide the trust document and that everyone could save a lot of money, time and stress, if they simply provided it without you taking that step.

 

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Last Modified: 04/06/2023

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