Eastpointe, MI asked in Estate Planning for Michigan

Q: I inherited an irrevocable trust when my mother died in Sep. 2020. My sister is the executor. But I have no paperwork

I would like to use it as a down payment on a house. However I have no details about the size of the trust or how to ask for some of the money. What paperwork does the trustee or executor have to provide to the beneficiary,?

Thank you

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1 Lawyer Answer
Kenneth V Zichi
Kenneth V Zichi
  • Estate Planning Lawyer
  • Fowlerville, MI
  • Licensed in Michigan

A: It depends on the terms of the trust.

But you SHOULD be able to get a copy of the trust. If indeed you actually are the beneficiary. The trust itself will contain the terms of what you’re able to ask for and how to make the request.

If you don’t understand the terms of the trust — and they can be opaque at times! — I would strongly urge you to consult with a local attorney to review the document.

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