Legal Question in Wills and Trusts in Massachusetts

In Massachusetts does the Trustee of a trust, either revocable or irrevocable, bear the responsibility to provide a beneficiary with a copy of the trust agreement upon their request?

Asked on 8/20/13, 1:18 pm

1 Answer from Attorneys

A trustee should provide a beneficiary of a trust a copy once it is irrevocable. A revocable trust as part of an estate plan is not required to be disclosed to a beneficiary until the Settlor or Trustor (person who created the trust) dies or makes it irrevocable.

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Answered on 8/20/13, 1:34 pm

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