Seattle, WA asked in Estate Planning and Probate for Washington

Q: In WA State what information does the trustee have to legally disclose to a legal heir on their dad's trust account?

I'm a legal heir in my dad's will. The trustee overseeing his trust account won't provide me with any information on my dad's trust as far as the contents, terms, bank and investments accounts, property and any creditors that have been paid out of my dad's trust account. Thank you

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1 Lawyer Answer

A: Hello,

RCW 11.98.072 says that a trustee is required to keep beneficiaries of a trust reasonably informed about the administration of the trust. Have you received a copy of the entire trust document yet? Have you sent your request for information to the trustee by letter or email? If so, I would recommend following up and referring to the duty under RCW 11.98.072. If you are definitely a beneficiary of the trust, and you need to go to court to receive the information you should have been given, the trustee would likely be asked by the court to pay your reasonable attorney's fees.

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