What rights do trust beneficiaries have in Pennsylvania?

On Behalf of | Feb 3, 2025 | Probate And Estate Administration, Trusts |

Learning that you’re named as a beneficiary of a trust can stir up many questions. What happens next? What can you expect? What are your rights? In Pennsylvania, the law provides clear protections for beneficiaries. Learning about these rights puts you in a better position to understand the process and receive your trust assets as planned.

Information and documentation

As a beneficiary, you have the right to ask questions and get answers from the person managing the trust. If requested, the trustee should provide:

  • A complete copy of the trust that names you
  • Names and contact details of everyone managing the trust
  • A detailed list of all property, accounts and liabilities
  • Regular reports about financial decisions and changes
  • Copies of tax documents and other legal papers

The trustee has a legal duty to keep you informed about matters affecting your trust. Some trust distributions move quickly, while others need more time. For example, your trustee might need to sell property or handle complex investments first. These tasks can extend the timeline, but you have the right to know why. Your trustee must explain these delays and tell you about their progress.

Protection and oversight

Your trustee has a duty to:

  • Make decisions that benefit the beneficiaries
  • Maintain accurate financial documentation
  • Make prudent investment and property decisions
  • Process estate matters efficiently
  • Maintain strict separation of assets
  • Comply with Pennsylvania estate laws

Beneficiaries have the right to question any actions that appear improper or unclear, including the right to object to accountings. If your trustee fails to fulfill these duties or mismanages the trust, you have the right to take legal action.

Protect your rights as a beneficiary

Questions about your trust deserve clear, professional answers. If you are concerned about trustee conduct or lack of information, don’t hesitate to seek the advice of an attorney. They can review your situation and help you take appropriate action to protect your interests.

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