Dalton, GA asked in Estate Planning for Georgia

Q: I am a beneficiary of my grandfathers trust. My aunt is the trustee and has not given me any information after 6 months.

Is there a way to legally obtain the information (details) of the trust?

Related Topics:
Estate Planning
1 Lawyer Answer
Jack T. Carney
Jack T. Carney
Answered
  • Estate Planning Lawyer
  • Birmingham, AL

A: You do have rights as the beneficiary of a trust. The trust is governed by the laws of its "situs" (that basically means the domicile of the trust). Assuming it is Georgia, one of the code sections addressing your ability to obtain information is https://law.justia.com/codes/georgia/2017/title-53/chapter-12/article-13/part-1/section-53-12-243/

In the end the best way to legally obtain information may be to consult a lawyer in your area. Good luck.

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