How Do I Get a Copy of a Trust if I Am Named in It?

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A trust is a legal instrument that allows for the efficient management of assets during life and after your death. A trust, similar in many respects to a will, contains assets which may be distributed to you as income during your life and to your beneficiary's after your death. A trust is managed by a trustee, who exercises powers pursuant to the terms of the trust document. You may wish to obtain a copy of a trust to determine your rights as a beneficiary.

Find out the identity of the trustee of the trust. As trusts are not public documents like wills or deeds, you cannot usually search for a trust in a public archive. You may wish to contact the person who created the trust to discover the trustee.

Write the trustee a letter requesting a written copy of the trust. Politely explain within your letter that you believe you may be a beneficiary under the trust.

Wait for a response from the trustee. There is no reason why the trustee will not provide you with a copy of the trust document if you are a beneficiary. Usually, if you are a beneficiary under the trust, you also will be contacted by the trustee when the time comes to distribute assets to beneficiaries.

Tips & Warnings

  • This article does not constitute legal advice. See an attorney.

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References

  • "Introduction to Estate Planning in a Nutshell"; Robert J. Lynn and Grayson M.P. McCouch; 2010
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