CAN YOU REQUEST FINANCIAL REPORTS FROM A TRUST?

Can You Request Financial Reports From A Trust?

Jasmine Dwerlkotte, Esq.

Associate Attorney

Transcript

“Can I request a copy of a trust’s accounting and financial reports?

Once all of the settlor or trustors have passed – Absolutely. You’re entitled to not only in accounting, but you’re also entitled to obtain copies of the complete trust and any amendments to it.”

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