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Law Office of Roland D. Waller - Probate and Real Estate Attorney - New Port Richey, Florida

Law Office of Roland D. Waller - Probate and Real Estate Attorney - New Port Richey, Florida

Our firm takes a genuine interest in our clients, understands their objectives and meets or exceeds their expectations in a timely manner. We strive to provide superior legal services and maintain the highest standards of professional integrity.

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Email: contactus@rdwaller.com

Law Office of Roland D. Waller
5332 Main Street
New Port Richey, Florida 34652

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Friday, 15 September 2023 / Published in Trusts, Videos

Who Else Has Access to The Trust?

Video Summary

Who else has access to the Trust? Well, Trust or not public records, sometimes a certificate of Trust is recorded in the public records, which identifies the trustee and also the powers of the trustee or the successor trustee, but does not reflect who the beneficiaries are. The trustee has access to it, and also the successor trustee as to the contents of the Trust. And the trustee is supposed to send out a notice of Trust or the copy of the Trust or the contents of the Trust to the beneficiaries, and the beneficiaries are entitled to a copy of the Trust. If you’re not a beneficiary, well, you have no right to the informational Trust. Many times I receive calls from folks that say that, well, I’m a beneficiary of that trust. I said, well, how do you know that? Well, so how do I get a copy of it? And it’s very difficult, particularly if the trustee does not provide you with a copy of it, although you believe you are the beneficiary. So if you have any questions about it, give me a call at (727) 847-2288.

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Law Office of Roland D. Waller
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New Port Richey, Florida 34652-2509

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