Q: My son and daughter were named in a trust from a friend as beneficiaries. My son's name is correct but they have a
incorrect first name for my daughter but our last name is correct. The first name is not in our family at all. It is almost like my name.What do I do to get this corrected? The trustee knows that it was a mistake also....both parties on the trust are deceased..This is a trust for their education up to the age of 25...She is 15. My son has begun to utilize his benefits from the trust this year.
A:
A minor typo might be overlooked when all other indicators point to a known person but a name "not in [the] family at all" most likely will need a court order to rule that the benefits go to the person believed to be the intended beneficiary.
While not legal advice, I hope this general information helps. You and/or the Trustee may want to seek legal counsel from a local attorney who practices estate/trust law.
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