Tuesday, January 14, 2014

I Was Told by the deceased Trustor that I Would get $40000 for being the Trustee. I got a copy Of The Trust and found out that I am not in i...

Question

I Was Told by the deceased Trustor that I Would get $40000 for being the Trustee. I got a copy Of The Trust and found out that I am not in it. Since I Was "told" by the Trustor that I Would Get It, should I just send the beneficiaries a letter stating that I am requesting the $40000 be paid to me even though there is no documentation?



Answer

I recall the trustor saying you could have that money, to give to me. So while you're writing that letter, I'll write one to you.



Answer

Are you named as the successor Trustee? If so, you are entitled to reasonable compensation.



Answer

If you are not named, you are not entitled to compensation. A person can change their will. Was there some agreement where you did something for the deceased., if so you may have a claim on the estate.



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