Is there a law in Utah requiring a trustee to provide expense details to heirs?

Full question:

Is there a law requiring an executor of a trust to send an itemized cost list of the expence's of the attorney, bills, and the rest of the estate to the living heir's. Also is there a time frame for this information? This is in Utah.

Answer:

In Utah, a trustee is required to provide beneficiaries with an accounting of the trust's financial activities, including expenses. This accounting should detail costs such as attorney fees and other bills related to the trust. While specific time frames can vary, trustees generally must provide this information within a reasonable time after a beneficiary requests it. It's important to review the trust document itself, as it may outline specific requirements or timelines for providing this information.

This content is for informational purposes only and is not legal advice. Legal statutes mentioned reflect the law at the time the content was written and may no longer be current. Always verify the latest version of the law before relying on it.

FAQs

Beneficiaries typically do not pay estate expenses directly. Instead, these costs are generally paid from the estate's assets before distributions are made. Common expenses include funeral costs, outstanding debts, taxes, and administrative fees. However, if the estate lacks sufficient funds, beneficiaries may need to cover certain expenses, but this is less common.