What Do I Need to Obtain a Will, Trust Info, Inventory of Assets, and Request for an Accounting of All Assets in the USA?

Question from Dave, What Do I Need to Obtain a Will, Trust Info, Inventory of Assets, and Request for an Accounting of All Assets in the USA?

Answer from AI:

Obtaining a will, trust information, inventory of assets, and requesting an accounting of all assets can be a complex process. It often involves multiple steps and may require legal assistance. Here are some general steps you might take:

1. Obtain a Copy of the Will

In many states, a will becomes a public document after the person’s death. You can request a copy from the probate court in the county where the deceased person lived. If the will is not yet in probate, you may need to be a named beneficiary or executor to access it.

2. Gather Trust Information

Trusts are typically private documents. If you are a beneficiary of a trust, the trustee is generally required to provide you with a copy of the trust document. If they refuse, you may need to take legal action.

3. Inventory of Assets

An inventory of assets is usually compiled by the executor or trustee. It includes all the deceased’s assets at the time of death. If you’re a beneficiary or heir, you should be able to request this information from the executor or trustee.

4. Request for an Accounting of All Assets

Beneficiaries have the right to request an accounting of all assets, which includes a detailed report of all income, expenses, and distributions from the estate or trust. This request should be made to the executor or trustee.

Here are some general guidelines to follow:

• Identify your legal standing: You must be a beneficiary, heir, or executor to access these documents.
• Make formal requests: If you’re not provided with the information voluntarily, you may need to make a formal written request.
• Seek legal help: If your requests are ignored or denied, you may need to consult with a lawyer or take legal action.

Please note that these are general guidelines and the exact process can vary by state. Laws governing wills, trusts, and estates include the Probate Code and the Trust Code in each state.

It’s recommended to consult with a legal professional for personalized advice, as this process can be complex and may require a thorough understanding of probate and trust law.