Reply to Surprise Trust Document in the Mail

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[quote=Anonymous]I haven’t read all the posts.

I’m a lawyer - not trusts and estates - but I come from a family with lots of trusts and I’m the de facto family coordinator of everything.

Did your uncle move to a different state recently? Some states require remainder beneficiaries to be kept abreast of trust accountings. That may be what this is.

As for your questions, you would need the trust document to answer most of those. You may or may not have the right to access the trust document.

But basically here is the deal. The most likely scenario is that at some point someone older than your uncle set up a trust and made your uncle the primary beneficiary. You are the remainderman, since he is childless the trust was probably written so nieces or nephews are the back up remaindermen if he doesn’t have any kids. It could also just be divided any descendants of the original grantor so it could be not just you guys but also cousins or ai ya and uncles. It is also very possible that your uncle has the right to write a will and leave it to the grantors descendants or

Will post more later [/quote]

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