Legal Question in Investment Law in Florida
register of trust funds
I wonder if can help.
I believe my father set up a trust fund for me about 15 years ago. He has since passed away and my request for information regarding this fund has been refused by my stepmother. Is there a register of names of fundholders or/and their recipients held either in Florida/USA.
Any advise would be most gratefully appreciated. Thankyou.
1 Answer from Attorneys
Re: register of trust funds
If your father died with a will, you may be able to retrieve a copy of the will with the applicable probate tribunal. If the trust was established in the will, it should name the trustees, and who would have a duty to you if you were named as a beneficiary. If your father died without a will, the investigation might be a little more difficult. Your best course of action would be to retain a Florida lawyer. I have a number of references if you need them.
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