Notice of Trust Administration

A Notice of Trust Administration is a legal document used to inform beneficiaries and other interested parties about the existence and management of a trust. Key aspects include:

1. Sent by the trustee after the trust becomes irrevocable (often upon the settlor’s death)

2. Provides basic information about the trust and its administration

3. Typically includes:

   – Trust name and date of creation

   – Trustee’s contact information

   – Beneficiary rights to request trust information

   – Time limits for contesting the trust (if applicable)

4. Helps fulfill the trustee’s legal duty to keep beneficiaries informed

5. May be required by state law, with specific content and timing requirements

This notice serves to promote transparency in trust administration and allows beneficiaries to stay informed about their interests. It also starts the clock on any time limits for trust contests, potentially expediting the trust administration process. Trustees should consult local laws to ensure compliance with notice requirements in their jurisdiction.