Notice to Beneficiaries of being Named in Will - Ohio 2025

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As previously mentioned, trustees generally cannot withhold money from a beneficiary for no reason or indefinitely. Similarly, trustees cannot withdraw money from a trust to benefit themselves, even if the trustee is also a beneficiary.
Within 60 days after a trustee learns of the creation of an irrevocable trust or a change in a revocable trust to an irrevocable trust, the trustee must notify the qualified beneficiaries of (1) the trusts existence, (2) the identity of the grantor(s), and (3) the beneficiaries right to request a copy of the trust
Further, within sixty (60) days after the date the trustee acquires knowledge of the creation of an irrevocable trust, or the date the trustee acquires knowledge that a formerly revocable trust has become irrevocable, the trustee must notify the current beneficiaries of the existence of the trust, the identity of the
This notice is given to all persons who would be entitled to inherit from the decedent had the decedent died intestate and to all legatees and devisees named in this will who do not waive notice.
Whether or not to disclose the will to the beneficiary is at your discretion as the executor.
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Duty to Communicate with Beneficiaries As a trustee, you must always be careful to observe your trustee duties and avoid any perceived abuses of power. Under California Probate Code Section 16060, The trustee has a duty to keep the beneficiaries of the trust reasonably informed of the trust and its administration.
Most beneficiary designations will require you to provide a persons full legal name and their relationship to you (spouse, child, mother, etc.). Some beneficiary designations also include information like mailing address, email, phone number, date of birth and Social Security number.

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