QUESTION

What rights do I have to view a trust document since there is no will?

Asked on Aug 12th, 2020 on Wills and Probate - Ohio
More details to this question:
My father left a building and bank account in a trust and named my brother as trustee. It was meant to care for our mother. She passed away in March of this year. I have not seen the trust document, but my brother says there is nothing in the bank account and that the building was left to him and is not part of my mother's estate. Her house and car were not included in the trust, so they will be sold and divided between my brother, sister, and I. There is no will. How do I protect my rights in this situation. If my sister and I are not beneficiaries of the trust, then I suppose that's that, but I don't know this for sure.
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1 ANSWER

Wills Attorney serving Austin, TX
2 Awards
You are correct, if you are not a named beneficiary, you have no right to request an accounting, let alone see the trust instrument.  A trust is a private arrangement.  A trust instrument is a private document.
Answered on Aug 13th, 2020 at 5:04 AM

This is general information. It cannot substitute for a personal consultation with an attorney. It is not intended to be legal advice or imply an attorney-client relationship.

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