I'm interested in finding if I'm listed as a beneficiary in a trust fund. 
How do I can find this information?

6-17-2003

Please mention what state you live in, as state laws vary in trust matters.

SINCERELY,
4keith

6-18-2003

What I intended to ask was what state did the decedent die in and what
state do you think the trust was written in, since it is THAT state's
law that apply.

4keith

4keith, 

Thanks for the response.   The answer to both questions are the same. 
The state is Illinois.

brigitte

6-18-2003

Most states allow someone who thinks they are a beneficiary to send a
certified letter to the executor to ask for a copy of the will.  You
would need to check with a local probate attorney to find out whether
Illinois law allows this, since it was very difficult to decipher the
legalese of Illinois law code.

4keith

In my previous response I used the phrase "copy of the will"
incorrectly.  I meant to say "copy of the trust and an accounting
statement for the trust".  My sincerest apologies.  And a probate
attorney might be able to answer your question for sure, but a TRUST
attorney most definitely would be able to answer it.

4keith

6-21-2003

I assumed that you knew who the trustee was.  If you don't, then you
can ask the executor of the estate if he/she knows or look at the
probate file at the county courthouse to see if it mentions who the
trustee might be or the name of the trust.

4keith