What information can a beneficiary request from a trustee? | NC

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Q: What information can a beneficiary request from a trustee? A: In North Carolina, a beneficiary can generally ask for information reasonably related to how the trust is being administered. A qualified beneficiary has the clearest rights. That can include a copy of the trust document, trustee reports, accountings, a list of trust assets, liabilities, receipts, disbursements, asset values when…