Video Summary
How do I know if I’m a beneficiary of a Trust? Well, usually this comes into play whenever your parents or a relative has a revocable trust and then upon their death their estate is to be distributed to various beneficiaries. The successor trustee of those trusts is obligated under Florida law to send a notice to beneficiaries that they’re beneficiary on the trust and notify the beneficiary that they are entitled to a copy of the trust if they would like. Also, you would be entitled to inventory and accounting. If you’re not a beneficiary under the trust, the trustee has no obligation to send to you a copy of the trust, and you’re not entitled to get a copy of it because it’s not a public record. The question that arises many times is, well, I think I’m a beneficiary, but I don’t know that, and I’d like to copy the trust to verify that. Well, unfortunately, you’re not entitled to a copy of the trust unless you’re a beneficiary, and if you have a trustee who you don’t get along with and they won’t talk to you, you can’t very well make them, give you a copy of the trust. Since you don’t know whether you’re a beneficiary or not. I don’t have a good solution for you to try and force a copy of the trust whenever the trustee’s not cooperative for you to determine if you’re a beneficiary or not. So, if you have any questions, give me a call at (727) 847-2288.