Q: Hi How long does it takes to from funds as a Trust beneficiary?
My Uncle passed away November 2017 and his attorney informed me of being a beneficiary of a Trust he left me. However she won't communicate with me anymore and say get a lawyer. Please advise me
A:
As a Trust beneficiary in Florida, you are entitled at a minimum to information about the assets of the Trust, a copy of the Trust and annual accountings. The terms of the trust will govern when you are entitled to distributions. In addition, another limiting factor (as to when you receive a distribution) could be the probate administration, if the funding of the Trust is dependent on completing probate.
If you can find out the identity of the Trustee of the Trust, you may have better luck obtaining information from that person (who has a fiduciary duty to you). If you cannot or if the Trustee is not cooperative, you may need to contact Florida counsel experienced in Trust matters for help.
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