Washington Petition To Open Trust File

State:
Washington
Control #:
WA-SKU-0683
Format:
PDF
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Description

Petition To Open Trust File

The Washington Petition To Open Trust File is a petition to the Superior Court of Washington State to allow for the examination of a trust's documents. It is used to request that a court order the trustee of the trust to disclose documents related to the trust, such as the trust deed, inventory of assets, and other documents related to the trust. This petition is typically used when there is disagreement between the trustee and the beneficiaries, when a beneficiary wishes to inspect the trust documents, or when the trust has been inactive for a long period of time. The two main types of Washington Petition To Open Trust File are the Petition for Examination of Trust Documents and the Petition for Appointment of Successor Trustee. The Petition for Examination of Trust Documents is used when a beneficiary or other person with an interest in the trust wishes to view the trust documents. The Petition for Appointment of Successor Trustee is used when the current trustee is unable to serve, or if a successor trustee is needed to take over the duties and responsibilities of the trust.

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FAQ

Trusts are valid only if their purpose is lawful, not contrary to public policy, and the trust's purposes are possible to achieve (RCW 11.98. 013). A trust may be created by oral means alone, but proving such a trust requires significantly better evidence than if the trust is written (RCW 11.98. 014).

TEDRA provides procedures for dispute resolution. Since the Trust and Estate Dispute Resolution Act (TEDRA) came into effect, estate practitioners have had a specific framework for dealing with conflicts concerning wills, intestate estates and trusts in Washington.

Trusts are valid only if their purpose is lawful, not contrary to public policy, and the trust's purposes are possible to achieve (RCW 11.98. 013). A trust may be created by oral means alone, but proving such a trust requires significantly better evidence than if the trust is written (RCW 11.98. 014).

Summary of Registration Requirements Within four months of its inception, a charitable trust must file the Application for Registration as a Charitable Trust, a copy of the trust instrument, and a $25 dollar filing fee made payable to the Secretary of State.

Living Trusts. In Washington, because such property is not subject to probate, it need not be disclosed in the court record and confidentiality may be maintained. Such trusts are widely used because they allow the trustor to designate a trustee to provide professional management.

TEDRA provides procedures for dispute resolution. Since the Trust and Estate Dispute Resolution Act (TEDRA) came into effect, estate practitioners have had a specific framework for dealing with conflicts concerning wills, intestate estates and trusts in Washington.

More info

File the Petition Form and Will to Court: Once you have your form notarized, it's time to complete the filing of the petition and the Will. Wait 60 days; and; If you do not receive a copy of the Trust within 60 days of making your written demand, file a petition with the probate court.If no will is found, you must follow state law. Either way, you'll need to file the will with the county court as well as a petition to open probate. I. A party may petition the Court for permission to establish a trust under certain circumstances. After publication has been completed, an Affidavit of Publication must be filed with the court. Each proposed fiduciary must sign the acceptance of trust. The clerk should collect the filing fee at the initiation of the estate. Each proposed fiduciary must sign the acceptance of trust. If a file does not appear to be working, download the PDF and fill it in that way.

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Washington Petition To Open Trust File