Legal Question in Wills and Trusts in Massachusetts

Trustee is not forthcoming with bank information within Trust. Trustee's attorney has not responded to letter over 30 days old asking about bank acct information. - When I called attorney about the information - Attorney says he doesn't have the information and will respond when he gets the info & Trustee is working on it.


Asked on 7/29/15, 2:04 pm

1 Answer from Attorneys

You are entitled to certain information, assuming you are a qualified beneficiary of the Trust. However, you do not indicate the extent of the information you have requested and if it is easily obtainable. The general rule is that "Section 813. Duty to inform and report (a)A trustee shall keep the qualified beneficiaries of the trust reasonably informed about the administration of the trust. Unless unreasonable under the circumstances, a trustee shall promptly respond to a qualified beneficiary's request for information related to the administration of the trust."

As a matter of statute the Trustee must provide at least two reports annually unless the Trust provides for a different schedule.

So you can file a Motion in Probate Court to compel the providing of the information. I would suggest contacting an attorney for more assistance.

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Answered on 7/29/15, 2:18 pm


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