Phoenix, AZ asked in Estate Planning and Probate for Arizona

Q: can an executor of a trust be removed if he has failed to inform the beneficiary when it became irrevocable 2 1/2 yrs

my uncle has yet to tell me anything about a trust my mother left me when she passed away almost 3 years ago I only know a little because of my brother telling me .I've asked my uncle about it and still nothing .I think he is trying to cause a hardship that way I would be inclined to sell my shares of the company for a fraction of its worth he also works there as VP and treasurer .

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1 Lawyer Answer
Gregory Christopher Poulos
Gregory Christopher Poulos
Answered
  • Estate Planning Lawyer
  • Phoenix, AZ
  • Licensed in Arizona

A: When a person has a trust, it becomes irrevocable upon their death. The successor trustee of has a fiduciary and legal obligation to report to the beneficiaries of a trust.

At a minimum, assuming you are a beneficiary, you should have been provided with, at a minimum, a copy of the relevant sections of the trust and at the one year mark been provided with a trustee's report.

The fact that there has been no communication for three years suggests either that something is wrong or that you are not actually a beneficiary. Either way, if you have not received any information, my suggestion is that you seek the assistance of an attorney who is familiar with trust administration and have them contact your uncle on your behalf.

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