Legal Question in Wills and Trusts in Arizona
Form to request copy of trust
I have been named a beneficiary of a Living Trust. I need to request a copy of the Trust documents.
Is there a form I may use / copy? Do I need to have it notarized to PROVE that it is ME requesting it?
1 Answer from Attorneys
Re: Form to request copy of trust
Your question does not state it, but I presume that the trustor (creator) of the trust is deceased, therefore you are now entitled to benefits and a copy of the trust.
There is no "form" needed. The trustee should provide a copy of the trust to all beneficiaries. You can send a letter requesting same. Also request a copy of the will (there is usually also a will) and if someone has acted as agent under a power of attorney during the life of the trustor, and acted for his or her benefit, you can request a copy of the accounting for that service as well.
We represent beneficiaries who need legal help in securing and obtaining their inheritance, and you can get a free, no obligation consultation at 480.835.1500, or a free copy of my CD, "Your Estate Plan" by calling that number.
Good luck,
James D. Jenkins
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