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The notice may need to include a copy of the
trust or portions of it, and an attorney can
help the trustee distribute copies.
The notice must include certain information
telling the beneficiary whose trust is being
administered and allowing the beneficiary to
contact the trustees. The notice also
includes a warning to the beneficiaries
which sets out the time limit for
challenging the trust.
If the trustee fails to inform a
beneficiary, the trustee may become liable
for any damages to the beneficiary’s
interest resulting from the trustee’s
failure to notify the beneficiary.
The trustee may also find it helpful to
establish a method to keep trust
beneficiaries up to date about the trust
administration process.
| This may avoid
beneficiaries becoming bothersome by calling
the trustee for trust updates too
frequently. It may also help avoid
beneficiary complaints in the future. |
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