Legal Question in Wills and Trusts in Florida

My attorney will not disclose to me information on all my financials my parents willed to me. He is the executors of my Trust. How can I make him tell me that information legally.


Asked on 5/01/14, 6:17 am

3 Answers from Attorneys

Lucreita Becude Lucreita D. Becude, P.A.

Perhaps all the financials that your parents have are not being willed to you. Also if they are not deceased, you have no standing to ask. If they are deceased, and a trust was set up for you by them and he is the trustee of the account, you are entitled to know what is going on in your trust. If he refuses to tell you, contact the Florida Bar and file a complaint immediately so that investigation will start and any funds that can be salvaged will be saved.

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Answered on 5/01/14, 6:41 am
Barry Stein De Cardenas, Freixas, Stein & Zachary

You say My attorney and then say he is the executor, which I assume means trustee, of the trust. He cannot play both roles if there is any potential for conflict. Sounds like you should contact an independent attorney to discuss the issues. clarify the status as suggested by Ms. Becude.

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Answered on 5/01/14, 6:55 am
David Slater David P. Slater, Esq.

A trust and will are not the same. As a beneficiary of a trust, you are entitled to a copy, upon the makers death.

A will in probate must be filed with the court and the public can see it there.

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Answered on 5/01/14, 8:50 am


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