I am listed as a beneficiary in a trust. Do I have a right to know what is in the trust ( an actual disclosure of what the value of the estate was when the trust became irrevocable. She says she does not have to disclose anything to me but that seems to be really odd considering it allows an awful lot of opportunity for a dishonest person. We are not talking about a small estate either. Easily over a million. I don't want to wait for a year for a trustee's report to show up after it is too late. Do I have the right in Missouri to request this information now?
1 Answer from Attorneys
As a beneficiary of an irrevocable trust, you are immediately entitled to a copy of the trust document and an initial inventory of the trust assets.