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I never received a copy of the Trust from anyone. My Mother passed away in 1993. The bank claimed that they repeatedly asked my siblings if they knew of my whereabouts or how I could be contacted; apparently my siblings claimed they did not. This was untrue, because they did know where I was, I sent them greeting cards every year on Birthdays and other holidays. My Aunt also said she asked them many times throughout the years if they knew where I was, and they told her they did not. They lied to her; as well. It throws me for a loop when I think about what other reasons would they lie about such a thing. It pains me to know such truth. My question I am asking is,"Aren't I entitled to a copy of the trust and can i ask the name of the Officer whose name is on the quarterly bank statements that I receive from BofA.I have tried to call and left a message requesting a copy of the trust but I have yet to receive any response back from her. Whom else can I get a copy of the trust?
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You are entitled to a copy of the trust. Your mother likely named someone (or an institution such as BofA) to serve as trustee of her trust after she died. That trustee has the responsibilty to provide you with a copy of the trust. Sounds like you're estranged from the rest of the family. Nevertheless, one of your siblings likley knows something about this trust and who is serving as its trustee. If BofA was named as the trustee, it should provide you with a copy of the trust. Continue to seek information from the Officer whose name is on the quarterly bank statements, and if that gets you nowhere go to her supervisor.
Answered on Oct 22nd, 2013 at 5:59 PM