Can a trust beneficiary see assets and distributions? | NC

About this video

Q: What rights do I have as a trust beneficiary to see information about trust assets and distributions? A: In North Carolina, if you are a qualified trust beneficiary, you generally have the right to ask the trustee for key trust information. That can include a copy of the trust document, any amendments, a list of trust assets, reports showing income and expenses, and records of distributions.…