Skip to main content

I'm named as a beneficiary in my uncle's trust. I didn't really know him that will, but he put me in there anyway. He died a couple weeks ago and I was wondering how long the trustee, another uncle, will take before he distributes the money. I don't really want to ask him because it seems a little tacky. Thanks.

Editor's Response

Sorry I can't be more helpful, but it depends.  In some cases, with a very simple trust with cash or easily liquidated assets and no taxes due, it might just take a couple of months.  However, in other cases, depending on the terms of the trust, the trust assets, and whether the trustee must file an estate tax return, it could take 9 months or even longer.  For example, if the trust owns commercial property that the trustee is instructed to sell before making distributions, that will take time, perhaps a lot of time.

 

I understand your concern about calling the trustee, but as a beneficiary you are entitled to a copy of the trust, and the process should, to the extent possible, be transparent.  I think if you wait a month or so before calling and then explain that you do not wish to rush the process but you are curious about the situation the Trustee should be willing to give you some information.  Also, in some cases, trustees can make distributions of property from the trust before completing the entire process of winding down the trust.  Hope that helps.  For more information or to post a question, visit our Massachusetts Estate Planning Discussion Forum.

Talk to a Lawyer Today
Find an Estate Planning Attorney in your County
Most offer FREE Consultations

Recent Posts about Massachusetts Laws

ForumLast post
I have a lease until June 2012, but I am very unhappy with my living situation, I pay half of the rent. I am a....
I cannot answer this question based upon your statement. Who are they....
2/8/2012 11:00
by Alexm2012
Is it legal for Massachusetts employer to send a SALARIED employee home for the day, without pay, for a dress ....
Federal and Massachusetts courts have upheld employee dress codes as l....
2/8/2012 09:09
by Munsterwoman
Hi, I'm the grandmother of 4 beautiful grandchildren. The oldest has hit a rough spot with defiance (puberty ....
I'm very sorry about your situation and the ordeal your family is goin....
2/7/2012 23:02
by gramy
Hello. I'm in the middle of an appeal for SSDI and my attorney asked me to get a residual functional capacity....
First, I guess it's not a good sign that you do not trust your current....
2/7/2012 08:18
by Adam13
Hi everybody. I am trying to make an offer on a house, which is an estate sale. As I understand, the execut....
2/6/2012 13:50
by ilya980
I've been helping a friend pay for a lawyer to go to probate court. Her ex-Boyfriend, whom she is taking to c....
2/6/2012 12:21
by rbiddle
If I witness a person getting beat up at a party and just run away without calling the cops or helping the guy....
I don't think so.  In terms of civil liability (as opposed to cri....
2/3/2012 07:17
by Coller
My father passed away in September. The probate is over and settled, no contests to the will. My mother is the....
Your dad died in September and the probate is already settled – ....
2/2/2012 18:50
by JGraul
Hi. My cousin is charged with possession with intent to distribute drugs in a Massachusetts court. He is not a....
Unfortunately for your cousin, if an immigrant is convicted of certain....
2/2/2012 08:07
by Sister6
Just curious if you have any thoughts or have read any information regarding the success rate of divorce media....
Yes, I've also seen the 90% estimate on various websites, with some me....
1/24/2012 11:47
by RRM
Several of my colleagues will dictate consultation notes in which they state they don't have the complete hist....
The question probably boils down to whether or not such practice is wi....
10/2/2011 18:37
by Anonymous