What are My Rights as a Trust Beneficiary

Your rights as a trust beneficiary in Florida are many, and they are very valuable. You have a right to a complete copy of the trust agreement including any amendments. You have a right to relevant information about the trust. That means the trustee has to tell you where the money is, who the trustee is, how to contact the trustee, and what all the trust assets are and their value. The third thing that’s most important is that you are entitled to annual trust accountings telling you everything about the trust and whatever trust money was spent on. But be careful, because if you get a limitations notice or trust disclosure document in the mail, you may only have days to exercise your rights.