Is the Trustee Required to Give Me a Copy of the Trust?
Yes, a Florida trustee is required, mandated, to give you a complete copy of the trust agreement, including any amendments. So, if your mom or dad created a revocable trust, and they amended it over their years before they passed away, you are entitled to get a copy of any trust, any amendments, and any restatements of that trust. The trustee is also required to identify himself or herself to you, and you are entitled to get a notice of trust if you are a beneficiary of that trust. Notices of trust sometimes are filed in the probate setting for the estate of your parent, or when a successor trustee takes over from a prior trustee, you are entitled to get a notice of trust.