Legal Question in Wills and Trusts in Washington

Re: what are my rights

I will try to be brief. Whether your grandmother can use the trust funds or not for her own personal use depends on the language of the trust. Regardless, as a trust beneficiary you are entitled to an accounting of the trust assets and investments on a yearly or quarterly basis, depending on the language of the trust and your willingness to assert your rights. You may wish to start by simply writing or calling to request a copy of the trust and an accounting of the assets of the trust. Depending on the response you would take further action with or without the help of an attorney.

Re: what are my rights

The first line of inquiry would be for you to read the trust agreement, as it may detail your rights to an accounting. If not, then Washington law details what reports are to be made and how often you are supposed to get them. After you get a copy of the trust agreement, you will know what avenue to take next, whether to ask the trustee for an accounting or to seek help to enforce the law as enacted by the legislature and as enforced by the courts. If the funds are being mismanaged, it is important that you not waste time as that will only allow greater losses to occur. I will be honored to assist you if you have questions that you cannot otherwise get answered.