Swartz Creek, MI asked in Estate Planning for Michigan

Q: As a listed beneficiary, do I have rights to request a copy of the trust in its entirety as it applies to all parties?

I recently was notified that i was the beneficiary of a trust from my grandfather after he passed. I was sent only two pages of the trust document that applied to only me specifically. Do I have legal rights to see the entire trust document as it pertains to all parties?

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1 Lawyer Answer
Edward Gudeman
Edward Gudeman
  • Estate Planning Lawyer
  • Royal Oak, MI
  • Licensed in Michigan

A: Under Michigan law, the trustees must provide you with the portions of the trust that relate to your rights to distributions, etc. There is nothing in the statutes to compel them to provide you with the entire trust document.

As a practical matter, however, many of the probate judges do not believe that providing only the dipositive sections of a trust is sufficient and will order that a complete version of the trust is distributed to the beneficiaries.

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