Fallon, NV asked in Estate Planning for Nevada

Q: How to obtain the most recent trust papers for the beneficiaries from financial advisor

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1 Lawyer Answer
Delwyn E. Webber
Delwyn E. Webber
  • Estate Planning Lawyer
  • Las Vegas, NV
  • Licensed in Nevada

A: More information is necessary to answer this with certainty, as there are a few factors involved.

Is/are the Trustor/s deceased? If not, then the beneficiaries are most likely not entitled to a copy of the Trust until their death, depending upon the terms of the Trust. If the Trustor/s are deceased, then under Nevada Revised Statute 164.021the beneficiaries should get notice from the Successor Trustee with a copy of the Trust, advising them of their right to challenge the terms of the Trust as to their inheritance.

If the Financial Advisor is not the Successor Trustee, you need to contact the Successor Trustee - perhaps a certified letter, quoting the Statute.

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