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#1829038 - 06/28/13 07:41 PM Irrevocable trust creator's ability to get info.
Bec Offline
Diamond Poster
Joined: Jul 2010
Posts: 1,114
The Great White North
Hello all,
Can the creator of an irrevocable trust who the trust is named after but not a trustee of obtain account information?

Or can only the trustee get information on account balances, etc?
Go Packers

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#1829046 - 06/28/13 07:56 PM Re: Irrevocable trust creator's ability to get info. Bec
rlcarey Online
10K Club
Joined: Jul 2001
Posts: 80,708
Galveston, TX
The trustee is the only person with legal access to the account. They should be approaching the trustee for this information and not the bank. If they want it from the bank, I believe you would need a court order.
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