Living Trust DocumentsThis is the next post in our series on the rights which heirs enjoy during a Connecticut trust dispute. Our last article discussed the rights of heirs as a general matter. It is important to understand that if the trustee is violating the terms of the trust, then the heirs can take action to protect their interests. Retaining an experienced attorney is the first step towards taking such action. In this article we will address an issue which heirs commonly find themselves facing – not being able to receive a copy of the trust. If you are being denied basic information, then contact our office today to speak with a Hartford probate lawyer. We are looking forward to speaking with you.

Connecticut heirs have the right to receive information about the trust.

Heirs to a trust have numerous legal rights such as the right to receive distributions, enforce the terms of the trust, or even terminate the trust in certain circumstances. One important right provided to heirs includes the right to receive information about the trust. This means that you are entitled to receive a copy of the trust from the trustee. The copy of the trust generally contains information about the trust, any assets, and the administration of the trust. Heirs are also entitled to the accountings and any updates on the assets and investments for the trust. The trustee has a fiduciary duty, under law, to provide such information to any heir upon request.

In certain circumstances, a trustee may fail to provide a copy of the trust document or any other required information to the heirs. This may be considered a violation of the trustee’s fiduciary duty to the heirs. It is important for you to receive a copy of the trust to ensure that the trust is being properly administered by the trustee. The heir may decide to bring an action in Court to ensure that the trustee is fulfilling their legal obligation and address any concerns about the trust’s management. Counsel will assist you in obtaining the trust document if you have not received it and can confirm whether the trustee is properly administering the trust. They may also assist with understanding what evidence will be needed to prove your case to the Judge.

The importance of retaining a Hartford attorney

If you are an heir to a trust and want to understand what your rights are then it is important to speak to an experienced probate attorney. They may help review the trust accountings and monitor the administration. Counsel can also request a hearing with the Court if they believe that the trustee is not performing their fiduciary duty or have concerns about the trust’s management. Most importantly, they can initiate legal proceedings to protect your interests as a trustee. Having an experienced attorney who can present as much information can be the difference in getting the right outcome in your trust dispute case. If you need assistance, contact our office to speak with a lawyer.

Contact us online or by telephone if you need help obtaining a trust document. We understand that these issues are often contested and are ready to assist you. We pride ourselves on providing quality representation to our clients and look forward to speaking with you. Our attorneys can help navigate you through this complex legal process as an heir and ensure that your legal rights are protected. Our firm has experience in probate and estate planning matters throughout the state, including Hartford and surrounding areas. We also service the areas of Wethersfield, New Britain, Rocky Hill, East and West Hartford, Bristol, Glastonbury, and Manchester, as well as the Middlesex County cities of Middletown and Cromwell.