Are you involved a Florida Probate case? And it is about Florida Inheritance Lawsuit and personal financial data? One of the pressing issues is how much can you learn about money. Finances. And Personal Financial Data. Can a beneficiary request personal financial records from a Florida trustee? When can the opposing party request personal financial records from me? We have previously provided FREE FLORIDA LEGAL COMMENTARY on your Florida Right to Privacy . In Florida, there is a Constitutional right to privacy which includes financial information. Florida Trusts & Relevant Information West Palm Beach probate lawyers know that beneficiaries of a Florida trust have a right, under Florida probate and trust law, to “relevant information.” For one, beneficiaries have a right to receive an annual accounting from the trustee. In Florida, trustees actually have a duty to provide an annual accounting. Florida Statute 736.0813 (d) says that “a trustee of an irrevocable trust shall provide a trust accounting, as set forth in s. 736.08135, from the date of the last accounting or, if none, from the date on which the trustee became accountable, to each qualified beneficiary at least annually and on termination of the trust or on change of the trustee.” If you are the beneficiary of a trust in Florida, and your trustee is not providing you with requested relevant information or accountings, you should consider consulting with an experienced West Palm Beach inheritance attorney. Unfortunately, as trust and estates litigators, we know that there are “bad” trustees out there. Sometimes, […]