Legal Question in Wills and Trusts in Florida

Trust Law

My Father left trust and will. The personal representative is a live-in girlfriend who happens to be legal assistant to a trust and probate attorney that drew up the documents. I am a named beneficiary , but don't know what the assets consist of. Are trust records typically kept or handled by the attorney? I know he sold his stock and put it into a bank account named in the trust. He left the house and his personal effects to her but the residual is to be divided amongst the three children. She is not divulging much info. What rights do I have to the info? And how can I be sure she isn't hiding assets?


Asked on 3/18/09, 5:10 pm

2 Answers from Attorneys
David Slater David P. Slater, Esq.

Re: Trust Law

You are entitled to an accounting of the assets.

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Answered on 3/18/09, 5:13 pm
Alan Wagner Wagner, McLaughlin & Whittemore P.A.

Re: Trust Law

If they do not provide the information you can sue for something called an accounting. This will give you the information about what is in the trust and how it got there. You should see a lawyer about this. It can get complicated.

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Answered on 3/26/09, 9:50 am


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