Legal Question in Wills and Trusts in Massachusetts
Notice requirements
If you have a testamentary trust to whom is the executor required to give notice for the affidavit of notice to devisees and legatees? To the trustee, beneficiaries or both?
What if the will contains a pour-over provision?
Asked on 11/02/06, 12:49 pm
1 Answer from Attorneys
Re: Notice requirements
You give notice to all beneficiaries by statute and under the Will. As a courtesy, you can give notice to the beneficiaries of the Trust, although the Trustee should give notice to the beneficiaries of the Trust.
I would suggest you retain an attorney to assist you with all this including the administration of the trust.
Please feel free to contact me to discusss the matter if you have any more questions.
Answered on 11/02/06, 1:49 pm
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