finding out who a lawyer is for a trust

A family trust is often used to avoid probate actions, so the trustee may also be the attorney who created the trust. If this is the case, contacting the attorney’s firm is your best next step. How to Locate a Family Trust Family trust can be searched using a stack of individual searches, including property search and people search.

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How to find an estate or trust attorney?

Apr 07, 2022 · A trust can only control assets that are contributed to the trust, also known as “funding” the trust. You can have a professionally drafted trust by the best attorneys in the country, but if assets are never placed in it, then the document will be essentially useless. When thinking about funding a trust, people usually wonder about their ...

What does a trust lawyer do?

May 01, 2018 · After the person who made a trust passes away, the most efficient way to find out if you are named as a beneficiary of his trust is to speak with his lawyer. By law, the attorney should disclose the trust to all beneficiaries upon the passing of the client.

Do I need an attorney for my Living Trust?

Oct 01, 2009 · October 2, 2009 - 1:07 am. Hi. The trustee is the legal owner of property. So if you can indenfity the property (not just land) you may be able to find the trustee. If the trustee owns real property you can do a title search and find it that way. If the trust owns a business then the trading name will be the trustee or if they have a registered trading name you may be able to …

What is a power of attorney for a trust?

May 09, 2013 · Go see a lawyer. Bring all the relevant papers that you have. A lawyer will be able to figure out something of what's going on. Hard to do that from your note, for example, "trust fund" suggests there's a trust. but "guardianship" is a different animal altogether. Report Abuse LL Loren M Lambert (Unclaimed Profile) Update Your Profile

How to find out if you are a beneficiary of a trust?

After the person who made a trust passes away, the most efficient way to find out if you are named as a beneficiary of his trust is to speak with his lawyer. By law, the attorney should disclose the trust to all beneficiaries upon the passing of the client.

What happens if you are named as successor trustee of a trust?

If the person who opened the trust named you as the successor trustee, you would have the right to access all files related to the document. In this case , it is your responsibility to settle the trust in the way the trust's creator intended.

Can you call your family to a revocable living trust?

While the attorney may not call your whole family to her office, you may receive a letter regarding a revocable living trust. If you did not receive a message or you have misplaced it, there are ways to acquire the information you need.

Can you see a trust in court?

Instead, only a few select people have the legal right to see the trust.

Can you tell an attorney the name of the attorney?

Often, they can at least tell you the name of the attorney to contact. Be sure to send requests for information in writing. Because some people are legally bound to provide information, it can be helpful to have a record of contact. This step can also help you stay organized. 00:00.

Can you see if you are named as a beneficiary in a trust?

Furthermore, you have the right to this information if you are named as the beneficiary or if you are the lawyer or accountant for the person who made the trust. In some states, you may have access to these documents if you are an heir, even if you are not named in the trust. Also, some states allow people who were previous beneficiaries to see ...

Who is the trustee of a trust?

The trustee is the legal owner of property. So if you can indenfity the property (not just land) you may be able to find the trustee. If the trustee owns real property you can do a title search and find it that way. If the trust owns a business then the trading name will be the trustee or if they have a registered trading name you may be able ...

Is a trust a private company?

A trust is a private relationship, not registered anywhere. You need to find out who is operating the business. It can’t be a trust but would be a company or an individual who is acting as trustee. If you do a title search it will show who the owner of the property is, but it will probably be leased to someone else.

Can a trustee be sued?

The trustee is usually indemnified out of the trusts assets so it is like you are suing the trust – but a trust is not a legal entity and cannot be sued directly so you need to go after the trustee. Thankyou Terry, I appreciate your knowledge and answers. This sounds like a legal quagmire.

Can you find a trustee's name on a trust?

If the trust owns a business then the trading name will be the trustee or if they have a registered trading name you may be able to find the trustee's name on documents such as invoices etc. Once you find the name then you can do titles searches on the name and find if there are other properties etc. A corporate trustee usually owns no assets of ...

Can a corporate trustee sue a trustee?

If you are suing the trustee in capacity as trustee then you may be able to sue the new trustee as well as the old one, or in place of the old one. The trustee is usually indemnified out of the trusts assets so it is like you are ...

What happens if a trustee tries to take over a trust?

If the trustee acted fraudulently in caring for your trust, you can sue to regain the funds or to turn the trust over to another trustee. In many states, a trustee is required to file certain reports on his handling of the trust each year with a local court. Check with an attorney for help in this matter. Report Abuse.

What to do if you have a guardianship?

If this was a guardianship/conservatorship, you should file a claim or Petition with the Court that had jurisdiction over the proceeding. A lawyer who specializes in these matters can help you.

Who is the trustee of a trust?

One trustee is often the person who created the trust. There must be at least one other trustee who is able to manage the assets after the trustor has died. Information about the trustee should be available in the trust itself.

What is a living trust?

A living trust is an entity created during a person's lifetime -- which he can manage -- that holds the titles of his assets, resulting in legal and financial benefits for the trustor and his heirs. The trustee of a living trust is one of the people able to manage assets for the trust.

What can an experienced professional take into consideration when devising a trust or other financial instrument?

An experienced professional can take all of your concerns into consideration when devising a trust or other financial instrument and can point out issues you might miss, such as the trust's tax consequences or your ability to later modify the terms.

What is a trust?

Remember, a trust is a special type of property arrangement in which the original owner of the property, called the "grantor," places some property in trust, designates someone to take care of it, called the " trustee ," for the benefit of another person, who is called a "beneficiary." The rules for how the property must be used, and how to take care of it, are spelled out in a written document, called the "trust instrument."

Why do we need trusts?

Trusts are a great way to manage property if you don't think you'll be able to manage it yourself in the future. Nevertheless, trusts themselves come to an end, sooner or later. The whole point of financial planning is to create a certain amount of predictability and security.

How does a trust end?

The first and easiest way a trust can end is that the trust property is exhausted. If the trust property was cash or stocks, this can happen when all of the money, plus interest, gets paid to beneficiary. If the property was some other asset, like a house, then the trust may end when the house is destroyed or the trust itself comes to an end.

What happens when there are no instructions?

When there are no instructions, the trustee and the beneficiaries must decide a fair way of splitting up the assets. While lawyers are not strictly necessary for this process, it might be useful to consult with an estate planning attorney if you have any questions about your rights with respect to the end of a trust.

Who is appointed to a trust?

A trustee is always appointed to a trust and that person is either someone close to the individual or a trusted lawyer or financial planner. If you find no trace of a trust, and no one close to the individual is aware of one, it probably does not exist. If the individual had an attorney create a will, it is usually filed with ...

What happens if you don't find the Smith family trust?

If you are fortunate, you will find his trust papers. If you don't find the trust papers, there can be other clues. In a living trust, most of the individual's bank accounts and investment portfolio will be part of the trust. The statements will say, "The Smith Family Trust," or something similar.

Why should I investigate someone's financial records?

The only reason an individual should investigate another person's financial records is upon his death, or mental or physical incapacity, and only if you are a close friend or family member. Curiosity about someone's financial status is not a legitimate reason to invade his privacy.

What is a living trust?

A living trust protects the assets of a person or family. A living trust also explains the wishes of the individual should he become incapacitated. A living trust is a private agreement that is not public record. Advertisement.

What happens if an individual enters a hospital while conscious and competent?

If an individual enters a hospital's care while conscious and competent, he will be asked to name emergency contacts and designate an individual to make health care decisions for him should he become incapacitated. If he has a living trust, he will often put it on file with the hospital. Advertisement.

What is a trustee required to do?

A trustee is required to send notification to all beneficiaries and inform them of their right to receive a copy of the trust. That doesn't necessarily mean that he is going to do what he is supposed to do. If you are indeed a beneficiary, you will have a right... 0 found this answer helpful. found this helpful.

What happens when a grandparent dies in a trust?

If your grandparent formed a trust, the trustee is supposed to send a notice to all trust beneficiaries when any portion of the trust becomes irrevocable. The death of one or both of your grandparents may have been a triggering event. There is not much public information available for trusts. You may have to retain counsel to write a letter to your father reminding him of his responsibilities as trustee...

Do trustees have to send a copy of a trust?

A trustee is required to send notification to all beneficiar ies and inform them of their right to receive a copy of the trust. That doesn't necessarily mean that he is going to do what he is supposed to do. If you are indeed a beneficiary, you will have a right...

Phillip William Gunthert

Check with the clerk of the court in the county where your great grandmother lived, if there was a Will and probate it would have been submitted in that county and you would be able to get a copy, if there was a trust in place, there was likely a notice of trust, if you have family members and there was or is a trust, ask them for a copy as a potential beneficiary.

David Michael Goldman

Check the county property records where the property is located to see what might be under her name or check the probate records to see who might have been in charge at the time.

Heather Adair Harwell

You could check the probate records of county in which your Greatgrandmother passed. There would have to be a current trustee if a trust fund was created as well as at least an annual accounting in Florida.