Reply to Surprise Trust Document in the Mail

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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]Some trusts contain a "bomb." A bomb goes off under the right conditions per the trust contents and you get automatically removed as a beneficiary. Trusts aren't cut and dry - better to get a lawyer to look it over. [/quote]

Which is why all of us are advising her to get the documents first. There is no “bomb” gonna go off by writing a letter to the bank asking for a copy of the trust which they are legally obligated to provide. This is all the lawyer will do at this point anyway. My only hypothesis is that all of you are lawyers and trying to get a buck out of her pocket. [/quote]

Not a lawyer but if I was, I woudn't be hitting DCUM for leads.

If it was a $100k trust, I'd say no need to ask a lawyer, but this is $15mln. [b]For serious money, spending $500 for some legal advice seems like a good idea.[/b][/quote]
And you know what the first thing the lawyer will say - get a copy of the trust documents. So no, OP doesn’t need a lawyer at this point since she doesn’t even have the trust documents.[/quote]

+1. Or the lawyer may suggest that they take it over from here and charge you way more than $500 to send that letter and get those Trust docs.. Get it yourself, read it and if you are still confused, go to an attorney.

Don't call the uncle. He may have enough resources on his own or may have forgotten about this trust. Why remind him that there's $15m waiting in an account for him to squander..[/quote]

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