Hollywood theatrics have most people convinced there is some type of formal “reading of the will” in which all concerned parties gather around the desk of a wills and trust attorney’s desk to hear what each has been bequeathed.
In reality, there isn’t any legal mandate requiring said records to be read aloud. Rather, what happens is a Florida wills and trusts attorney will review these records to ascertain who is entitled by law to receive a copy of the trust – and who probably should be sent a copy even if state law doesn’t require it.
Trusts aren’t considered public record, and thus trustees may deny a contesting party’s request to review certain records. However, that decision could be challenged in court, particularly when those documents are central to the basis of the will contest.
In plain English: If the named trustee refuses to produce copies of the will and documents pertaining to the trust, you can take it to a judge. Continue reading