50-State Surveys › Trustee Notice to Beneficiaries Requirements by State
Trustee Notice to Beneficiaries Requirements by State
After a trustee accepts office or learns that a trust has been created as irrevocable or has become irrevocable, who must receive notice, what starts the deadline, what must the notice say, how may it be delivered, and what exceptions or waiver rules apply?
31 of 51 jurisdictions verified
every entry statute-checked, oldest 2026-07-31
What this survey covers
The table follows two questions that statutes often answer separately: what a trustee must send after accepting office, and what the trustee must send after learning that a trust was created as irrevocable or has become irrevocable. It identifies the event that starts each clock, the recipient class, the deadline, the required contents, the delivery method, and any express waiver, legacy-trust, or notice consequence.
The table does not turn a state's full trust-reporting law into one mailing. Periodic accountings, court-filed probate notices, creditor notices, and special notices for later trust-administration actions remain outside scope unless the initial-notice statute expressly requires the notice to describe a related right or warning.
How to read the table
Start with the trigger and recipient columns. Florida uses separate notices after acceptance and after the trustee learns of creation or irrevocability, both directed to qualified beneficiaries. A qualified beneficiary is a living beneficiary within the current, next-in-line, or termination distribution horizon stated in the definition. Fla. Stat. §§ 736.0103(19) and 736.0813(1).
Then compare the two deadline columns. Florida uses 60 days for both events. Maryland uses 60 days after acceptance but 90 days after the trustee acquires knowledge of creation or irrevocability. Missouri uses 120 days for each event. Fla. Stat. § 736.0813(1); Md. Code, Est. & Trusts § 14.5-813(b); RSMo § 456.8-813.2.
Finish with contents, delivery, and exceptions. The acceptance notice may require only trustee contact information, while the irrevocability notice may add the trust's existence, settlor identity, and rights to request the instrument or a report. Delivery rules vary independently: Florida permits any method reasonably suitable and likely to result in receipt, including listed mail, personal, address, fax, electronic-message, and authorized secure-posting routes. Maryland adds newspaper publication once a week for three successive weeks when a qualified beneficiary's identifying or delivery information is unknown. Fla. Stat. § 736.0109; Md. Code, Est. & Trusts § 14.5-813(b)(2).
Why the dimensions stay separate
The legal status of the duty is not the same as the ability of a recipient to waive a later document. Florida generally lets trust terms prevail, but expressly protects the core § 736.0813(1)(a)-(b) notice duty from override. Its separate notice statute permits a person to waive notice, while § 736.0813(2) addresses written waiver of accountings. Fla. Stat. §§ 736.0105(2)(r), 736.0109(6), and 736.0813(2).
Missouri illustrates why confidentiality and information rights remain separate from the initial deadline. Its statute uses a 120-day initial-notice period, permits a beneficiary to waive reports or other information and later withdraw a future waiver, allows a reasonable information fee, and conditions disclosure of a confidential trust asset on accepting the same restriction. RSMo § 456.8-813.2-.7.
Legacy dates are another independent axis. Florida excludes specified pre-code trusts and trusteeships from the two initial-notice paragraphs. Maryland excludes specified pre-2015 trusteeships and trusts. Missouri continues prior law for trust instruments that became irrevocable before January 1, 2005. Those rules can change whether a modern deadline applies even when the notice language otherwise looks familiar. Fla. Stat. § 736.0813(1); Md. Code, Est. & Trusts § 14.5-813(e); RSMo § 456.8-813.8.
These current provisions show why duty status, triggers, recipients, two deadline clocks, contents, delivery, waiver, and legacy consequences remain nine separate dimensions.
Get this answered for your state
This survey compares every state side by side. Ezel applies your state's law to your specific situation and answers with citations to the statutes.
Scroll sideways in the table to see all columns →
| State | Governing law and initial-notice duty | Triggering events and knowledge rule | Recipients and beneficiary class | Deadline after acceptance | Deadline after creation or irrevocability | Required notice contents | Delivery, service, and publication | Waiver, modification, and confidentiality | Legacy exceptions and notice consequences |
|---|---|---|---|---|---|---|---|---|---|
| Alabama verified 2026-07-31 | Ala. Code §§ 19-3B-105, 19-3B-813; two default 60-day notices; only qualified-beneficiary request response is mandatory |
Acceptance of trusteeship; acceptance of trusteeship of an irrevocable trust; knowledge formerly revocable trust became irrevocable by settlor death or otherwise. Knowledge includes actual knowledge, notice, or reason to know (§§ 19-3B-104, -813(b)) |
Qualified beneficiaries: living current, next-line, and termination distributees; any other beneficiary requesting notice is added. Split-interest charitable beneficiary deferred until interest is irrevocable and current permissible (§§ 19-3B-103(14), -110, -813(b)(3)) |
Within 60 days after accepting the trusteeship; acceptance of an irrevocable trusteeship also starts the second notice (§ 19-3B-813(b)(2)–(3)) |
Within 60 days after acquiring knowledge that a formerly revocable trust became irrevocable; no knowledge-of-new-irrevocable-creation clock (§ 19-3B-813(b)(3)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), right to request instrument, right to most recent report (§ 19-3B-813(b)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, electronic message, or Civil Rules method. Unknown/unascertainable person excused; no initial publication (§ 19-3B-109) |
Trust terms may change initial notices, but not qualified beneficiary's irrevocable-trust request-response right. Recipient may waive notice; beneficiary may waive information/reports and withdraw prospectively (§§ 19-3B-105(b)(8), -109(c), -813(d)) |
Initial paragraphs apply only to trustee acceptances and specified trust events on/after Jan. 1, 2007. While revocable, duties run exclusively to settlor. No special initial-notice penalty stated (§§ 19-3B-603, -813(e)) |
| Arizona verified 2026-07-31 | A.R.S. §§ 14-10105, 14-10813(B); two default 60-day notices that trust terms may vary |
Acceptance of trusteeship; knowledge of irrevocable trust's creation; knowledge formerly revocable trust became irrevocable by settlor death or otherwise (§§ 14-10701, 14-10813(B)) |
Qualified beneficiaries under current, next-line, and termination horizons; qualifying charitable-trust notices also go to the attorney general (§§ 14-10103(14), 14-10110, 14-10813(F)) |
Within 60 days after acceptance; qualifying charitable-trust trustee also notifies attorney general within 60 days (§§ 14-10110(B)(2), 14-10813(B)(2)) |
Within 60 days after trustee acquires knowledge of creation or irrevocability; qualifying charitable trust separately sends relevant purpose terms to attorney general within 60 days after creation (§§ 14-10110(B)(1), 14-10813(B)(3)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), trustee name/address/phone, rights to relevant instrument portions and trustee report (§ 14-10813(B)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message; unknown/unascertainable person excused; no publication (§ 14-10109) |
Trust terms may vary ordinary initial notices; recipient may waive notice. Beneficiary may waive reports/other information and withdraw prospectively; no writing required. Qualified irrevocable-beneficiary request rights and attorney-general charitable notices are mandatory (§§ 14-10105, 14-10109, 14-10813(D)) |
Acceptance notice covers trustees accepting on/after Jan. 1, 2009; creation notice covers irrevocable trusts created, and revocable trusts becoming irrevocable, on/after that date. While revocable, duties run only to settlor. A beneficiary solely of a satisfied specific distribution remains included for acceptance notice but is excluded from other § 14-10813 rights (§§ 14-10603, 14-10813(E)–(F)) |
| Colorado verified 2026-07-31 | C.R.S. §§ 15-5-105(2)(h)–(i), 15-5-813; two default 60-day notices with a mandatory age/distribution floor |
Acceptance; knowledge of irrevocable trust's creation; knowledge formerly revocable trust became irrevocable by settlor death or otherwise. Knowledge includes actual knowledge, notice, or reason to know (§§ 15-5-104, 15-5-813(2)) |
Default: qualified beneficiaries in three distribution horizons plus any other beneficiary requesting notice. Mandatory floor: current distributees at any age; other qualified beneficiaries age 25+ (§§ 15-5-103(16), 15-5-105(2)(h), 15-5-110) |
Within 60 days after accepting the trusteeship (§ 15-5-813(2)(b)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 15-5-813(2)(c)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), right to request trust portions affecting the beneficiary, and right to a trustee's report (§ 15-5-813(2)(b)–(c)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message. Unknown/unascertainable person excused, but trustee documents reasonable efforts; no publication (§ 15-5-109) |
Recipient may waive notice. Qualified beneficiary may waive reports/information and withdraw prospectively. Trust terms control except the § 15-5-105(2)(h)–(i) mandatory floor (§§ 15-5-105, 15-5-109(3), 15-5-813(4)) |
Two initial notices exclude pre-2019 trustee acceptance and trust events. While revocable, beneficiary rights are settlor-controlled and trustee duties run exclusively to settlor. No express initial-notice penalty stated (§§ 15-5-603(2), 15-5-813(5)–(6)) |
| Connecticut verified 2026-07-31 | Conn. Gen. Stat. §§ 45a-499e, 45a-499kkk; default two-notice duty with age-25 mandatory core |
Acceptance of trusteeship; knowledge of irrevocable trust's creation; knowledge that a formerly revocable trust became irrevocable, by death or otherwise (§ 45a-499kkk(b)(2)-(3)) |
Qualified beneficiaries in current, next-line, and termination horizons; requesting beneficiaries also receive notice; designated representative may receive in lieu; express charity, AG, animal/noncharitable-enforcer rules (§§ 45a-499c(23), 45a-499j) |
Within 60 days after accepting the trusteeship (§ 45a-499kkk(b)(2)) |
Within 60 days after trustee acquires knowledge of creation or irrevocability (§ 45a-499kkk(b)(3)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), right to request instrument, right to report (§ 45a-499kkk(b)(2)-(3)) |
Method reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or advance-consented electronic message; unknown/unascertainable recipient excused; no publication rule (§ 45a-499i(a)-(b)) |
Recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively. Trust terms may vary duties except age-25/designated-representative core (§§ 45a-499e, 45a-499i(c), 45a-499kkk(g)) |
Subsections (b)-(c) excluded for trust irrevocable before 2020; while revocable/capable, duties run only to settlor; designated-representative notice satisfies duty; no initial-notice penalty or contest warning stated (§§ 45a-499pp(b), 45a-499kkk(h), (j)) |
| Florida verified 2026-07-31 | Fla. Stat. §§ 736.0105(2)(r), 736.0813(1)(a)–(b); mandatory core notice duty |
Acceptance of the trust; knowledge of an irrevocable trust's creation; knowledge that a formerly revocable trust became irrevocable, by death or otherwise (§ 736.0813(1)(a)–(b)) |
Qualified beneficiaries: living current distributees, next-line distributees, and termination distributees (§ 736.0103(19)); representation rules apply |
Within 60 days after acceptance of the trust (§ 736.0813(1)(a)) |
Within 60 days after trustee acquires knowledge of creation or irrevocability (§ 736.0813(1)(b)) |
Acceptance: acceptance + trustee full name/address + fiduciary-privilege disclosure. Irrevocability: existence, settlor(s), copy/accounting rights + privilege disclosure (§ 736.0813(1)(a)–(b)) |
Method reasonably suitable and likely to result in receipt; listed mail, personal/address delivery, fax, email, or authorized secure posting; no publication rule (§ 736.0109(1)–(3)) |
Trust terms cannot override core notice; recipient may waive notice. Written waiver in § 736.0813(2) concerns accountings, not the initial notice (§§ 736.0105(2)(r), 736.0109(6)) |
Pre-code trust/trusteeship exclusions; Part III representation applies; while revocable, duties run only to settlor; no initial-notice penalty or contest warning stated (§ 736.0813(1), (3)–(4)) |
| Georgia verified 2026-07-31 | O.C.G.A. §§ 53-12-7, 53-12-242; default 60-day existence/contact notice that the trust instrument may vary |
Creation of an irrevocable trust or a revocable trust becoming irrevocable. Clock runs from event date, not trustee knowledge (§ 53-12-242(a)) |
Qualified beneficiaries: living/existing current distributees, next-line distributees, and termination distributees. Attorney General and animal-trust enforcer have qualified-beneficiary rights in special trusts (§ 53-12-2(10)) |
No acceptance-specific beneficiary notice; acceptance methods are in § 53-12-202, while § 53-12-242 triggers only on creation or irrevocability |
Within 60 days after creation of irrevocable trust or date formerly revocable trust becomes irrevocable (§ 53-12-242(a)) |
Trust existence plus trustee name and mailing address only; no settlor identity, instrument-copy right, accounting right, or contest warning required by § 53-12-242(a) |
Section 53-12-242 states no delivery, electronic-consent, proof-of-service, certified-mail, or publication method; trust instrument may vary the rule (§§ 53-12-7, 53-12-242) |
Trust instrument may vary the notice duty. Separate written waiver in § 53-12-243(c) applies to reports/accountings, not the initial § 53-12-242 notice |
Irrevocable trusts already existing July 1, 2010 are deemed to have waived § 53-12-242 unless the trust instrument says otherwise; no special initial-notice consequence stated (§ 53-12-242(b)) |
| Illinois verified 2026-07-31 | 760 ILCS 3/813.1; post-2020 90-day information and acceptance notices. Core § 813.1(b)(1) information duty is mandatory; acceptance notice is a default rule (§ 105) |
Acceptance; trust becoming irrevocable; no acting trustee's later acceptance; knowledge of a new Article 3 representative, loss of a representative, or new qualified beneficiary; specified co-trustee and contact changes (§ 813.1(b)(1), (d)) |
Each qualified beneficiary: every current beneficiary plus presumptive remainder beneficiary; later representative changes can restart notice (§§ 103(9), (28), (30), 813.1(b)(1)) |
Within 90 days after accepting. Same 90-day acceptance clock supplies the information notice if no trustee was acting when irrevocability occurred; corporate no-contact-change succession exception (§ 813.1(b)(1), (d)(1)(A)) |
Within 90 days after the trust becomes irrevocable; statute does not condition this core clock on trustee knowledge. Later beneficiary/representative clocks run from acquired knowledge (§ 813.1(b)(1)) |
Irrevocability information: trust existence, right to request complete or permitted interest-limited instrument, and whether recipient may receive/request accountings. Acceptance: acceptance plus trustee name/address/phone (§ 813.1(b)(1), (d)(1)(A)) |
Method reasonably suitable and likely to result in receipt; first-class mail, personal/address delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication route (§ 109) |
Recipient may waive notice; written information waiver may be withdrawn for future accountings. Trust cannot override core post-2020 information duty, but may alter acceptance notice. Limited fees and asset-confidentiality conditions apply (§§ 105, 109, 813.1(e)–(g)) |
§ 813.1 is prospective from Jan. 1, 2020; pre-2020 trusts/trustees use annual/final accounts under § 813.2. Capable revocable settlor controls beneficiary rights; corporate succession exception; full-discharge rule for compliant notice/accounting (§§ 603, 813.1(a), (b)(7), (d)(1)(A)) |
| Indiana verified 2026-07-31 | No general event-based initial notice; Ind. Code § 30-4-3-6 instead provides ongoing informed-beneficiary and written-request rights |
No acceptance, creation, death, or knowledge trigger for an automatic mailing. Irrevocability by trust terms or settlor death expands request rights (§ 30-4-3-6(b)(7)–(8)) |
Ongoing duty: current income beneficiary and, after irrevocability, the person who becomes income beneficiary when the current term ends. Instrument request: income beneficiary or remainderman (§ 30-4-3-6(b)(7)–(8)) |
No statutory initial-notice deadline after a trustee accepts or begins serving |
No automatic mailing deadline; after irrevocability, trustee promptly provides the trust instrument upon an income beneficiary's or remainderman's written request (§ 30-4-3-6(b)(8)) |
No initial-notice content list. Written-request access covers accounting/financial records; instrument request covers complete instrument unless trust terms require interest-specific and common administrative portions (§ 30-4-3-6(b)(7)–(8)) |
No initial-service or publication rule. The two statutory access routes require a written beneficiary request but do not prescribe response delivery (§ 30-4-3-6(b)(7)–(8)) |
Trust terms may expand, restrict, eliminate, or otherwise vary information rights for stated periods and route information through a designated representative. Adult beneficiary's independently discovered material information restores matching access rights (§ 30-4-3-6(c)–(e)) |
While revocable and settlor has capacity, beneficiary rights are controlled by and trustee duties owed exclusively to settlor; incapacity certification and limited agent/beneficiary disclosure rules apply. No initial-notice penalty stated (§§ 30-4-3-1.3, -6) |
| Iowa verified 2026-07-31 | Iowa Code § 633A.4213; irrevocable-trust rights-and-process notice, specifically waivable by settlor for post-2002 trust |
Commencement of administration; trustee awareness of new qualified beneficiary or minor/incompetent representative; trust becomes irrevocable; no person except trustee retains beneficiary-change right (§ 633A.4213(2)) |
Each qualified beneficiary: eligible to receive distributions now or would receive on immediate termination; new minor/incompetent representative included; conflict-free representative may receive for beneficiary under 25 (§§ 633A.1102(17), 633A.4213(2), (8)) |
No separate acceptance deadline; reasonable time after commencement of trust administration (§ 633A.4213(2)(a)) |
Within a reasonable time after the trust becomes irrevocable (§ 633A.4213(2)(c)) |
Annual-accounting and trust-copy rights; process to obtain each if not provided; whether accounting will arrive without beneficiary action (§ 633A.4213(1)) |
Method reasonably suitable and likely to result in receipt; first-class mail, personal delivery to last-known residence/business, or properly directed email; court-prescribed publication only for unknown person in proceeding (§ 633A.1109) |
Post-2002 settlor may specifically waive § 633A.4213 in instrument; recipient may waive notice/document; accounting waiver is period-specific; conflict-free representative may receive before age 25 (§§ 633A.1109(3), 633A.4213(3), (7)-(8)) |
No § 633A.4213 duty for pre-2002 trust. After written-request refusal, court may compel and assess personal costs/fees; otherwise trustee loses § 633A.4504 limitation defense (§ 633A.4213(5), (7)) |
| Kentucky verified 2026-07-31 | KRS §§ 386B.1-030, 386B.8-130; two default 60-day notices plus a mandatory age-25-or-fiduciary-recipient floor |
Acceptance; trustee's knowledge of irrevocable trust creation; trustee's knowledge formerly revocable trust became irrevocable by settlor death or otherwise. Mandatory floor applies to an irrevocable trust without a separate event clock (§ 386B.8-130(1)–(2)) |
Default: qualified beneficiaries in current, next-line, and termination distribution horizons. Mandatory: at least one qualified beneficiary age 25+, or designated person with a fiduciary relationship to one (§§ 386B.1-010(14), 386B.8-130(2)) |
Within 60 days after accepting the trusteeship; mandatory floor states no separate deadline (§ 386B.8-130(1)(b)1., (2)) |
Within 60 days after trustee acquires knowledge of creation or irrevocability; mandatory floor states no separate deadline (§ 386B.8-130(1)(b)2., (2)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), instrument-copy right, report right. Mandatory floor: existence, trustee identity, report-request right (§ 386B.8-130(1)(b)–(2)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message. Unknown/unascertainable person excused; no initial publication (§ 386B.1-070) |
Trust terms may change subsection (1), but not subsection (2)'s floor. Recipient may waive notice; qualified beneficiary may waive reports/information and withdraw prospectively (§§ 386B.1-030(2)(h), 386B.1-070(3), 386B.8-130(1)(d), (2)) |
Initial notices and mandatory floor exclude pre-July 15, 2014 trustee acceptances and trust events. Representation can make notice effective for another. District Court has exclusive jurisdiction; no special penalty stated (§§ 386B.3-010, 386B.8-130(3)–(4)) |
| Louisiana verified 2026-07-31 | No general event-based initial notice; La. R.S. §§ 9:2088–9:2089 instead require annual accounting and beneficiary-request information/inspection |
No acceptance, creation, death, irrevocability, or knowledge trigger for an automatic beneficiary mailing. Becoming responsible for trust property starts the first accounting period (§ 9:2088(B)) |
Annual account: a beneficiary or legal representative. Requested information/inspection: a beneficiary or duly authorized person. No qualified-beneficiary class (§§ 9:2088–9:2089) |
No initial-notice deadline. First annual account is due within 90 days after the end of the calendar year or selected initial accounting period of no more than 12 months in which trustee became responsible for property (§ 9:2088(B)) |
No automatic mailing deadline after creation or irrevocability; while revocable, accounting runs only to settlor (§§ 9:2061, 9:2088(A)) |
No initial-notice content list. Annual account details cash receipts/disbursements, other-property receipts/deliveries, and year-end property; requested access covers property nature/amount, trust subject matter, accounts, vouchers, and related documents (§§ 9:2088–9:2089) |
No initial-service or publication rule. Account must be rendered; requested information and inspection are provided at reasonable times, with no certified-mail, electronic-consent, or filing method stated (§§ 9:2088–9:2089) |
Trust instrument generally determines duties. With trustee consent, competent fully informed beneficiary may use a delivered writing to relieve duties as to that beneficiary, but not prospective general loyalty. Written account approval is conclusive as to disclosures (§§ 9:2061–9:2063, 9:2088(D)) |
While revocable, duties and accounting run exclusively to settlor unless trust instrument says otherwise. Final account follows termination, revocation, rescission, resignation, or removal. No initial-notice consequence because no initial duty (§§ 9:2061, 9:2088(A), (C)) |
| Maryland verified 2026-07-31 | Md. Code, Est. & Trusts §§ 14.5-105, 14.5-813; separate 60- and 90-day notices with mandatory age-25 floor |
Acceptance of trusteeship; knowledge of irrevocable trust's creation; knowledge formerly revocable trust became irrevocable by settlor death or otherwise (§§ 14.5-701, -813(b)(1)) |
Qualified beneficiaries under three distribution horizons, excluding living-person will appointees and objects of unexercised inter vivos powers; another beneficiary who requested notice is added (§§ 14.5-103(u), -110(a)) |
Within 60 days after accepting the trusteeship (§ 14.5-813(b)(1)(i)) |
Within 90 days after trustee acquires knowledge of creation or irrevocability (§ 14.5-813(b)(1)(ii)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), right to request instrument, right to requested annual/termination report (§ 14.5-813(b)(1), (c)) |
Known recipient: personal delivery or specified receipt-focused mail/courier/consented alternative. Unknown name/location/address: county newspaper once weekly for 3 successive weeks (§§ 14.5-109(a)(3), 14.5-813(b)(2)) |
Trust terms may vary duties above mandatory age-25 floor. Notice/document waiver must be written; qualified beneficiary may waive reports/other information and withdraw prospectively (§§ 14.5-105, -109(c), -813(d)) |
Initial notices do not apply to trustee acceptance, irrevocable-trust creation, or revocable-to-irrevocable event before Jan. 1, 2015. While revocable, duties generally run only to settlor, with incapacitated-settlor distributee exception (§§ 14.5-603, -813(e)) |
| Massachusetts verified 2026-07-31 | M.G.L. c. 203E, §§ 105, 813(b); one default written notice within 30 days after the later of acceptance or irrevocability |
Later of acceptance of the trust or the trust becoming irrevocable; no trustee-knowledge qualifier and no separate clocks (§§ 701, 813(b)) |
Qualified beneficiaries: current distributees/permissible distributees and termination distributees; any other beneficiary who requested notice is added (§§ 103, 110(a)) |
Within 30 days after acceptance only when the trust is already irrevocable; otherwise the combined clock waits until irrevocability (§ 813(b)) |
Within 30 days after irrevocability only when acceptance has already occurred; otherwise the combined clock waits until acceptance (§ 813(b)) |
Trustee's name and address; § 813(b) does not require trust existence/date, settlor identity, phone, instrument-copy right, report right, or contest warning |
Notice must be in writing and delivered or sent by ordinary first-class mail; unknown/unascertainable recipient excused; no publication (§§ 109, 813(b)) |
Trust terms may vary § 813. Person may waive notice; beneficiary may waive accounts/other information and withdraw prospectively; no waiver-writing requirement stated (§§ 105, 109(c), 813(d)) |
Section 813(b) states no special trust-date or trusteeship-date cutoff and no initial-notice penalty. Annual accounts are separate. Pending H.4330 would add the next-line qualified-beneficiary horizon (§§ 103, 813(c); H.4330) |
| Michigan verified 2026-07-31 | MCL §§ 700.7105(2)(j), 700.7814(1)–(2); mandatory core information and two-notice duty, subject to § 700.7409a nondisclosure trusts |
Acceptance for a covered irrevocable trust; knowledge of irrevocable trust's creation; knowledge formerly revocable trust became irrevocable by death or otherwise (§§ 700.7603, 700.7814(2)(b)–(c)) |
Qualified trust beneficiaries: material-purpose beneficiaries within three distribution horizons; fallback to any three-horizon beneficiary only if none qualify under material-purpose test (§ 700.7103(g)) |
Within 63 days after acceptance when beneficiary duties apply; while revocable, duties generally run only to settlor. Undisclosed trust redirects the clock (§§ 700.7409a(2)(b), 700.7603, 700.7814(2)(b)) |
Within 63 days after trustee acquires knowledge; undisclosed trust uses same clock and alternate recipients (§§ 700.7409a(2)(c), 700.7814(2)(c)) |
Acceptance: acceptance, registration court if any, trustee name/address/phone. Irrevocability: existence, settlor(s), registration court if any, right to request affecting terms (§ 700.7814(2)(b)–(c)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, identified fax or electronic message; unknown/unascertainable person excused; no publication route (§ 700.7109) |
Trust cannot override § 700.7814(2)(a)–(c), except up to 25-year nondisclosure regime. Beneficiary may waive reports/information and withdraw prospectively; Article notice waiver must be written (§§ 700.7105, 700.7109, 700.7409a, 700.7814(5)) |
63-day notices apply only to covered events on/after April 1, 2010. Bare § 700.7814 notice does not itself start § 700.7604's six-month contest period; that needs seven listed disclosures (§§ 700.7604, 700.7814(6)) |
| Minnesota verified 2026-07-31 | No general event-based initial notice; Minn. Stat. § 501C.0813 instead imposes an ongoing, trust-variable information duty for an irrevocable trust |
No acceptance, creation, death, or knowledge trigger for an automatic mailing. Irrevocable status determines when § 501C.0813(a)'s ongoing beneficiary-information duty applies |
Ongoing informed group: qualified beneficiaries in three distribution horizons. Prompt request response: a beneficiary. Trust may designate settlor or another person instead (§§ 501C.0103(m), 501C.0813(a)–(b)) |
No statutory initial-notice deadline after the trustee accepts or begins serving |
No automatic mailing deadline after creation or irrevocability; requested administration information is answered promptly unless unreasonable (§ 501C.0813(a)) |
No initial-notice content list. Ongoing duty covers trust administration and material facts necessary to protect qualified beneficiaries' interests; requested information must relate to administration (§ 501C.0813(a)) |
No initial-service or publication rule. General nonjudicial notice uses a reasonably suitable receipt-likely method; listed routes include first-class mail, personal/last-known-address delivery, fax, or electronic message (§ 501C.0109) |
Trust terms generally control and may reroute information to settlor/another person or prohibit beneficiary sharing. Beneficiary may waive and withdraw by notice delivered to trustee; trustee may petition over a sharing prohibition (§§ 501C.0105, 501C.0813(b)–(c)) |
Chapter applies to all trusts, but pre-2016 acts/omissions remain unaffected. While revocable, beneficiary rights are settlor-controlled and trustee duties run exclusively to settlor. No initial-notice consequence because no initial duty (§§ 501C.0604, 501C.1304) |
| Missouri verified 2026-07-31 | RSMo §§ 456.1-105, 456.8-813; two 120-day notices with a mandatory age-21 permissible-distributee floor |
Acceptance of trusteeship; knowledge of irrevocable trust's creation; knowledge formerly revocable trust became irrevocable by settlor death or otherwise (§§ 456.7-701, 456.8-813.2) |
Qualified beneficiaries under three distribution horizons; mandatory floor protects permissible distributees age 21+, subject to settlor-designated ancestor/descendant substitution (§§ 456.1-103(21), -105.2(8), -105.3) |
Within 120 days after accepting the trusteeship (§ 456.8-813.2(2)) |
Within 120 days after trustee acquires knowledge of creation or irrevocability (§ 456.8-813.2(3)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), right to request instrument, right to trustee report (§ 456.8-813.2(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message; unknown/unascertainable person excused; no publication (§ 456.1-109) |
Trust terms may vary duties above the mandatory floor. Person may waive notice; beneficiary may waive information and withdraw prospectively. Reasonable information fee and matching asset-confidentiality condition permitted (§§ 456.1-105, -109, 456.8-813.4–.7) |
Current section does not apply to a trust instrument becoming irrevocable before Jan. 1, 2005; prior law continues. While revocable and settlor has capacity, duties run exclusively to settlor. No initial-notice penalty stated (§§ 456.6-603, 456.8-813.8) |
| Nevada verified 2026-07-31 | NRS 164.021; optional contest-limitation notice after a revocable trust becomes irrevocable, not a general mandatory initial notice |
Revocable trust becomes irrevocable because of settlor's death or the trust's express terms; trustee may notify only after irrevocability, with no knowledge qualifier (§ 164.021(1)) |
Any beneficiary of the irrevocable trust, any heir of the settlor, or any other interested person; statute permits selective notice and does not require service on every member (§ 164.021(1)) |
No acceptance notice and no acceptance-based deadline in NRS 164.021 |
No sending deadline; trustee may provide the notice after the revocable trust becomes irrevocable (§ 164.021(1)) |
Settlor identity and execution date; name, mailing address, and telephone of any trustee; recipient-specific dispositive provisions, complete instrument, or nonbeneficiary notice; trust-required additions; exact separate-paragraph 12-point-bold contest warning (§ 164.021(2)) |
Incorporates NRS 155.010: listed mail or personal delivery, court e-filing or other electronic means with written consent, and three-week newspaper publication if identity/address cannot be found with reasonable diligence (§§ 164.021(3), 155.010) |
Notice is optional; signed waiver delivered to trustee is irrevocable and precludes a contest; recipient may consent in writing to less than 120 days; instrument may require added notice information (§§ 163.004(1), 164.021(2)(d), (4), (6)) |
No date-based legacy exclusion; service bars contest after 120 days unless person proves no actual notice; due-diligence recipient determination protects trustee for specified disclosure; signed waiver precludes contest (§ 164.021(4)-(6)) |
| New Jersey verified 2026-07-31 | No general event-based initial notice; N.J.S.A. 3B:31-67 instead requires ongoing disclosure and request-based trust-instrument access |
No acceptance, creation, death, or irrevocability trigger for a general beneficiary mailing (§§ 3B:31-46, 3B:31-67) |
Ongoing informed duty: qualified beneficiaries under three distribution horizons. Trust-copy request: any beneficiary, subject to trust terms and the age-35 mandatory floor (§§ 3B:31-3, -5, -67) |
No general beneficiary-notice deadline after acceptance; § 3B:31-46 defines acceptance without one |
No general deadline after creation or irrevocability; beneficiary requests receive a prompt response unless unreasonable (§ 3B:31-67(a)–(b)) |
No initial-notice content list; ongoing duty covers administration and material protective facts, requested access covers the trust instrument, and any periodic report is discretionary (§ 3B:31-67) |
No initial-service rule; Act notices/documents use a reasonably suitable method likely to result in receipt, including first-class mail, personal/last-known-address delivery, or directed textual electronic message; no publication (§ 3B:31-9) |
Trust terms may vary disclosure duties except age-35 qualified-beneficiary requests concerning an irrevocable trust; person may waive an Act notice/document (§§ 3B:31-5, 3B:31-9) |
UTC generally applies to existing trusts, but prior acts and already-running periods are preserved. Separate contest notice may shorten three years to 4 months for residents or 6 months for nonresidents (§§ 3B:31-45, -84) |
| New York verified 2026-07-31 | No general event-based initial-notice statute in current N.Y. EPTL arts. 7 and 11 or SCPA art. 22 |
No statutory acceptance, creation, death, or irrevocability trigger for a general beneficiary mailing |
No statutory initial-notice recipient class |
No general statutory deadline after acceptance |
No general statutory deadline after creation or irrevocability |
No statutory initial-notice content list |
No general initial-notice delivery or publication rule |
No statutory waiver, trust-term-override, fee, or confidentiality rule specific to a general initial notice |
No initial-notice legacy regime or event consequence; interested person may petition to compel a fiduciary account under SCPA § 2205 |
| North Carolina verified 2026-07-31 | No general event-based initial notice; G.S. § 36C-8-813 instead requires ongoing information and reasonable-request access |
No acceptance, creation, death, or irrevocability trigger for a general beneficiary mailing (§§ 36C-7-701, 36C-8-813) |
Interval information: qualified beneficiaries who are current distributees. On request: any qualified beneficiary; three-horizon definition (§§ 36C-1-103(15), 36C-8-813(a)) |
No general beneficiary-notice deadline after acceptance; § 36C-7-701 defines acceptance without one |
No general deadline after creation or irrevocability; information is due at reasonable intervals or on reasonable request (§ 36C-8-813(a)) |
No initial-notice content list; interval information covers nature and amount of property, while requested access reaches the instrument, property information, and inspections (§ 36C-8-813(a)) |
No initial-service rule; Chapter notices/documents use a reasonably suitable method likely to result in receipt, with statutory completion rules and no publication fallback (§ 36C-1-109) |
Trust terms may vary § 36C-8-813; qualified beneficiary may waive reports/information and withdraw as to future items (§§ 36C-1-105, 36C-8-813(c)) |
No initial-notice legacy regime or event consequence; while revocable, beneficiary rights are controlled by and trustee duties are owed exclusively to the settlor (§ 36C-6-603) |
| Ohio verified 2026-07-31 | Ohio Rev. Code §§ 5801.04, 5808.13; two 60-day notices. Mandatory floor for irrevocable-trust current beneficiaries age 25+, with beneficiary-surrogate option; other terms are default |
Acceptance; trustee's acquired knowledge of creation of an irrevocable trust or that a formerly revocable trust became irrevocable, by settlor death or otherwise (§ 5808.13(B)(2)–(3)) |
Current beneficiaries (present distributees/permissible distributees), plus any other beneficiary who requested notice. Trust may direct protected notices to a beneficiary surrogate (§§ 5801.01(F), 5801.04(C), 5801.09(A)) |
Within 60 days after accepting the trusteeship (§ 5808.13(B)(2)) |
Within 60 days after trustee acquires knowledge of irrevocable-trust creation or former revocable trust's irrevocability (§ 5808.13(B)(3)) |
Acceptance plus trustee name/address/phone. Irrevocability: trust existence, settlor identity, right to request instrument, and right to § 5808.13(C) trustee report (§ 5808.13(B)(2)–(3)) |
Method reasonably suitable and likely to result in receipt; first-class mail, personal/address delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication (§ 5801.08) |
Beneficiary may waive reports or other required information and withdraw for future items; recipient may waive notice. Trust may modify duties, but protected age-25+ notices may be redirected only to a beneficiary surrogate (§§ 5801.04, 5801.08(C), 5808.13(D)) |
Notice clauses apply only to trustees accepting and trusts created/becoming irrevocable on or after Jan. 1, 2007. During settlor's lifetime, revocable-trust duties are owed exclusively to settlor (§§ 5806.03(A), 5808.13(F); H.B. 416 § 3) |
| Oklahoma verified 2026-07-31 | 60 O.S. §§ 1601.5, 1608.12; default two-notice duty, with an age-25 mandatory core |
Acceptance of trusteeship; knowledge of irrevocable trust's creation; knowledge that a formerly revocable trust became irrevocable, by death or otherwise (§ 1608.12(B)(2)-(3)) |
Current qualified beneficiaries: present distributees/permissible distributees, vested remaindermen, specified charities, and the Oklahoma Attorney General for an Oklahoma-administered charitable trust (§ 1601.3(13)); mandatory floor applies at age 25 |
Within 60 days after accepting the trusteeship (§ 1608.12(B)(2)) |
Within 60 days after trustee acquires knowledge of creation or irrevocability (§ 1608.12(B)(3)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), copy right, report right (§ 1608.12(B)(2)-(3)) |
Method reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message; no notice if identity/location is unknown and not reasonably ascertainable (§ 1601.9(A)-(B)) |
Recipient may waive notice; beneficiary may waive reports/information and withdraw for future items. Trust terms may vary duties except the age-25 core (§§ 1601.5, 1601.9(C), 1608.12(D)) |
No acceptance notice for pre-2025 acceptance and no creation/irrevocability notice for pre-2025 event; revocable-capable settlor controls rights. Recipient definition expands 2026-11-01 (§§ 1606.2(B), 1608.12(E); 2026 ch. 414) |
| Oregon verified 2026-07-31 | ORS 130.020, 130.710; two initial notices, protected but subject to express settlor waiver/modification/designation rules |
Acceptance; knowledge of irrevocable trust creation; knowledge formerly revocable trust became irrevocable by settlor death or otherwise. Knowledge includes actual knowledge, notice, or reason to know (ORS 130.015, 130.710(2)) |
Qualified beneficiaries: current, next-line, and termination permissible distributees; animal/noncharitable/stewardship enforcers and Oregon charitable-trust Attorney General have equivalent rights. Spouse-only exception may apply (ORS 130.010(14), 130.040, 130.710(8)) |
Within a reasonable time after accepting the trusteeship; no fixed day count (ORS 130.710(2)(b)) |
Within a reasonable time after acquiring knowledge. Report-right disclosure for an undistributed specific gift may wait six months after irrevocability (ORS 130.710(2)(c), (10)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), copy right, report right; specific-gift rule may delay only report-right disclosure (ORS 130.710(2), (10)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed email. Unknown/unascertainable person excused, but search-efforts affidavit must be filed or retained; no initial publication (ORS 130.035) |
Recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively. Settlor may waive/modify during stated capable-life periods or designate a good-faith recipient. Reasonable fee and matching asset-confidentiality restriction allowed (ORS 130.020(4)–(5), 130.035(3), 130.710(4)–(7)) |
While settlor is alive, other beneficiaries have no notice rights. Spouse-only and six-month specific-gift exceptions apply. Representation can make notice effective for another. Pre-2006 acts unaffected; no special initial-notice penalty stated (ORS 130.100, 130.510, 130.710(8)–(10), 130.910) |
| Pennsylvania verified 2026-07-31 | 20 Pa.C.S. §§ 7705(b)(8), 7780.3; mandatory event-based notice and information duty |
Knowledge of settlor death/incapacity; later discovery of current beneficiary when settlor dead/incapacitated; any trusteeship change. No standalone acceptance or generic irrevocability trigger (§ 7780.3(b)–(g)) |
Varies by trigger: guardian; PR, spouse/guardian, children/guardians, current beneficiaries; or settlor/current beneficiaries on trustee change. Current beneficiary uses age/distribution tests (§§ 7703, 7780.3) |
No acceptance-specific clock; trusteeship-change notice is written but § 7780.3(g) states no day count |
No generic creation/irrevocability clock; 30 days after knowledge of specified death/incapacity or later-current-beneficiary event (§ 7780.3(b)–(f)) |
Ordinary notice: existence, settlor, trustee contact, copy right, current-beneficiary annual-report right, trust-director contacts. Trustee change: trustee name/address/phone only (§ 7780.3(g), (i)) |
Method reasonably suitable and likely to result in receipt; first-class mail, personal/address delivery, or properly directed electronic message. Unknown/unascertainable person excused with permanent search record; no publication (§ 7709) |
Duty is mandatory; beneficiary may waive/rescind in writing. Settlor appointee or beneficiary nominee may receive notice under statutory representation rules (§§ 7705(b)(8), 7780.3(j)–(k.2)) |
November 6, 2006/2008 transition rules; requested-notice beneficiaries are added under § 7710(a). Section states no special late-notice penalty or contest warning (§ 7780.3(l)) |
| South Carolina verified 2026-07-31 | S.C. Code §§ 62-7-105, 62-7-813; one combined 90-day default notice, expressly variable by trust terms |
Trustee accepts trusteeship or undertakes administration of an irrevocable trust, including a formerly revocable trust made irrevocable by death or terms. Statute uses no knowledge trigger (§ 62-7-813(b)) |
Qualified beneficiaries: living current, next-line, and termination distributees; any other beneficiary requesting notice is added. Conflict-free representative notice may satisfy duty (§§ 62-7-103(12), 62-7-110(a), 62-7-813(d)) |
Within 90 days after trustee accepts trusteeship or undertakes administration of the covered irrevocable trust (§ 62-7-813(b)(1)) |
Within 90 days after trustee undertakes administration of a formerly revocable trust that has become irrevocable; no separate knowledge clock (§ 62-7-813(b)(1)) |
Existence; settlor(s); trustee name/address/phone; right to request in writing the trust instrument; right to request in writing a trustee's report (§ 62-7-813(b)(1)(A)–(E)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message. Unknown/unascertainable person excused; no initial-notice publication (§ 62-7-109(a)–(c)) |
Trust terms may change the initial and reporting duties. Recipient may waive notice; distributee/permissible distributee may waive information/reports and withdraw prospectively. Attorney-client privilege preserved (§§ 62-7-105, 62-7-109(c), 62-7-813(b), (e)) |
Initial duty reaches an irrevocable trust created, or formerly revocable trust made irrevocable, on/after Jan. 1, 2006. While revocable, duties run exclusively to settlor unless terms say otherwise. No special initial-notice penalty stated (§§ 62-7-603, 62-7-813(a)–(b)) |
| Tennessee verified 2026-07-31 | Tenn. Code Ann. § 35-15-813(b), (e); recipient-specific 60-day notice for an irrevocable or non-grantor trust, variable by trust terms or authorized written direction |
Both acceptance and nonnominal funding; nominal corpus and deposited life-insurance policies on a living person do not count. No creation-knowledge or later-irrevocability knowledge clock (§§ 35-15-701, -813(b)) |
Current income beneficiaries; vested ultimate remainder beneficiaries; nonfiduciary power-of-appointment holders. Current charitable-rights rule may add qualifying charities and attorney-general rights (§§ 35-15-110, -813(b)) |
Within 60 days only after both acceptance and qualifying funding have occurred for an irrevocable or non-grantor trust (§ 35-15-813(b)) |
No separate deadline from creation, death, irrevocability, or trustee knowledge; § 35-15-813(b) instead requires covered trust status plus acceptance and nonnominal funding |
Trustee chooses: complete trust-establishing document + trustee name/address/phone, or statutory abstract. Abstract details differ for current-income, remainder, and power-holder recipients (§ 35-15-813(b)(1)–(2)) |
First-class mail or personal delivery; no publication route and no initial-notice proof form (§ 35-15-813(b)(1)(A)) |
Trust terms or authorized settlor/protector/advisor written direction may change duties. Beneficiary or power holder may waive information and withdraw prospectively. Trustee may require written acceptance of asset confidentiality restrictions (§ 35-15-813(d)–(g)) |
Initial notice and informed-beneficiary duty do not apply under current section to a trust agreement irrevocable before July 1, 2004; prior law continues. Later current-income-interest termination creates a successor notice; current representation may substitute indirect notice (§§ 35-15-301(e), -813(c), (f)) |
| Texas verified 2026-07-31 | No general event-based initial-notice statute in Tex. Prop. Code tit. 9; § 111.0035(c) preserves a nonwaivable common-law informed duty |
No acceptance, creation, death, or irrevocability trigger for a general beneficiary mailing; § 112.009(a) defines acceptance and separately requires notice only when a nonaccepting nominee preserves property |
No initial-notice class; protected informed-duty class is irrevocable-trust beneficiaries age 25+ who may receive now or would receive on termination (§ 111.0035(c)) |
No general statutory deadline after acceptance |
No general statutory deadline after creation or irrevocability |
No statutory initial-notice content list; information owed under the preserved common-law duty is circumstance-specific |
No general initial-notice delivery or publication rule |
Trust terms may not limit the protected informed duty; capable, fully informed beneficiary may release a duty in a writing delivered to trustee (§§ 111.0035(c), 114.005) |
No initial-notice legacy regime or event consequence; written accounting demand has 90-day response, suit, and discretionary fee remedy (§ 113.151(a)) |
| Utah verified 2026-07-31 | Utah Code §§ 75B-2-105, 75B-2-811; two default notices fully subject to contrary trust terms |
Acceptance of trusteeship; knowledge of irrevocable trust's creation; knowledge that a formerly revocable trust became irrevocable, by death or otherwise (§ 75B-2-811(2)(b)-(c)) |
Qualified beneficiaries only: current distributees/permissible distributees and persons who would distribute if the trust terminated that day; no separate next-line horizon (§ 75B-2-103(8)) |
Default: within 60 days after accepting the trusteeship; trust terms may provide otherwise (§ 75B-2-811(2)(b)) |
Default: within 60 days after trustee acquires knowledge of creation or irrevocability; trust terms may provide otherwise (§ 75B-2-811(2)(c)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), copy right, report right (§ 75B-2-811(2)(b)-(c)) |
Method reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message; no advance-consent, unknown-recipient, or publication rule stated (§ 75B-2-109(1)) |
Trust terms may change all § 75B-2-811 duties; recipient may waive notice; qualified beneficiary may waive reports/information and withdraw for future items (§§ 75B-2-105, 75B-2-109(2), 75B-2-811(4)) |
No section-specific legacy date, initial-notice penalty, or contest warning stated; while revocable/capable, beneficiary rights are controlled by and duties owed exclusively to settlor (§§ 75B-2-603(2), 75B-2-811) |
| Virginia verified 2026-07-31 | Va. Code §§ 64.2-703, 64.2-775(A)–(B); two default 60-day notices that trust terms may vary |
Acceptance of trusteeship; knowledge of irrevocable trust's creation; knowledge formerly revocable trust became irrevocable by death or otherwise (§§ 64.2-754, 64.2-775(B)) |
Qualified beneficiaries: current distributees, next-line distributees, and termination distributees; another beneficiary who requested notice is added when notice is otherwise required (§§ 64.2-701, 64.2-708) |
Within 60 days after acceptance, subject to trust terms and July 1, 2006 trust-date boundary (§ 64.2-775(B)(2), (E)) |
Within 60 days after trustee acquires knowledge of creation or irrevocability, subject to trust terms and July 1, 2006 boundary (§ 64.2-775(B)(3), (E)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), right to request instrument, right to report (§ 64.2-775(B)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message; unknown/unascertainable person excused; no publication (§ 64.2-707) |
Trust terms may vary § 64.2-775. Beneficiary may waive reports/information and withdraw prospectively; no writing required. Good-faith withholding believed unreasonable or contrary to settlor purpose avoids removal/sanctions (§§ 64.2-703, 64.2-775(A), (D)) |
Notices/reports apply only to irrevocable trusts created or revocable trusts becoming irrevocable on/after July 1, 2006. Separate contest notice may shorten two years to 6 months (§§ 64.2-753, 64.2-775(E), 64.2-808) |
| Washington verified 2026-07-31 | RCW 11.98.072(2); one 60-day acceptance notice for covered irrevocable trusts, subject to trustor waiver or modification |
Acceptance of the trustee position under RCW 11.98.017; no separate creation, death, incapacity, or knowledge-of-irrevocability trigger (§ 11.98.072(2)) |
Qualified beneficiaries: current permissible distributees, next-line permissible distributees, and termination distributees; narrow capable-spouse/domestic-partner limitation (§§ 11.98.002, 11.98.072(2)–(3)) |
Within 60 days after the date the trustee accepts the position (§ 11.98.072(2)(a)) |
No separate deadline after creation or irrevocability; those facts determine coverage under the post-2011 boundary, not a second clock (§ 11.98.072(2)(b)) |
Trust existence; trustor identity; trustee name/address/phone; right to request information reasonably necessary to enforce trust rights (§ 11.98.072(2)(a)) |
Section 11.98.072 prescribes no writing, mail, electronic-delivery, proof, or publication method; RCW 11.96A.110's service rules are expressly for judicial proceedings |
Trustor may waive or modify subsections (2) and (3) in the trust or a separate writing delivered to the trustee; no express beneficiary waiver of this initial notice (§ 11.98.072(5)) |
Notice covers irrevocable trusts created after Dec. 31, 2011 and revocable trusts becoming irrevocable after that date. While a revocable trustor lives, only the trustor receives § 11.98.072 information; the capable-spouse family exception and conflict-free representation may limit direct notice (§§ 11.98.072(3)–(4), 11.96A.120) |
| Wisconsin verified 2026-07-31 | Wis. Stat. §§ 701.0105, 701.0813; two reasonable-period notices fully variable by the trust instrument |
Acceptance of trusteeship; knowledge of irrevocable trust's creation; knowledge formerly revocable trust became irrevocable by settlor death or otherwise (§ 701.0813(2)(b)–(c)) |
Qualified beneficiaries: current beneficiaries and presumptive remainder beneficiaries; special charitable, animal, and purpose-trust rights (§§ 701.0103(21), 701.0110) |
Within a reasonable period after accepting the trusteeship; no fixed day count (§ 701.0813(2)(b)) |
Within a reasonable period after trustee acquires knowledge of creation or irrevocability; no fixed day count (§ 701.0813(2)(c)) |
Acceptance: acceptance + trustee name/address/phone. Irrevocability: existence, settlor(s), each directing party/protector name/address/phone, rights to trust documentation, administration information, and report (§ 701.0813(2)(b)–(c)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal/last-known-address delivery, or properly directed electronic message; unknown/unascertainable person excused; no publication (§ 701.0109) |
Trust may expand, restrict, eliminate, or vary information rights for any period and permit or enable a representative. Qualified beneficiary may waive reports/information and withdraw prospectively; no writing required (§ 701.0813(4), (7)) |
Acceptance, irrevocability, and report rules exclude trustee acceptance and trust events before July 1, 2014. Settlor has no § 701.0813 administration-information right, though trustee may disclose voluntarily; no initial-notice penalty stated (§ 701.0813(5)–(6)) |
This survey covers 31 of 51 jurisdictions so far; new states are verified and added continuously. A state missing here hasn't been verified yet — we don't publish unverified answers.
Have a specific situation?
A 50-state comparison shows the landscape. Ezel answers your exact question under your state's law, applied to your facts, with citations.
Opens in Ezel Pro. Every answer cites the authority it relies on.