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?
50 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).
That paired structure is the table's dominant pattern, and a 60-day period is the most common fixed deadline. Vermont follows that model as a default rule, while its qualified-beneficiary definition removes some mutable second- and final-tier interests. 14A V.S.A. §§ 103(13), 105, and 813.
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.
The pair is not universal. Alaska has a 30-day acceptance notice and no separate creation-or-irrevocability deadline. Delaware instead authorizes an optional notice that can shorten a trust contest period, and Rhode Island has no general event-based initial-notice statute for an ordinary private trust. Alaska Stat. § 13.36.080; 12 Del. C. § 3546; R.I. Gen. Laws Title 18.
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).
Recipient definitions also resist shorthand. Maine preserves an age-25 floor for current beneficiaries, South Dakota uses an age-21 current-beneficiary class, and Wyoming replaces the familiar three horizons with a four-step fallback hierarchy and adds written-request routes. 18-B M.R.S. §§ 105 and 813; SDCL § 55-2-13; W.S. §§ 4-10-103(a)(xv), 4-10-110, and 4-10-813.
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. They also explain why a generic “UTC notice” is not a safe substitute for the state-specific row.
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.
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| 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)) |
| Alaska verified 2026-07-31 | AS 13.36.080; mandatory written acceptance notice, subject to limited settlor exemption for beneficiaries without annual-or-more-frequent mandatory distributions |
Acceptance of the trust only (§ 13.36.080(a)(1)); no separate creation, settlor-death, or knowledge-of-irrevocability initial-notice trigger |
Current beneficiaries and, if possible, one or more persons who may represent beneficiaries with future interests under AS 13.06.120; not a qualified-beneficiary three-horizon class |
Within 30 days after acceptance of the trust (§ 13.36.080(a)(1)) |
No separate statutory deadline after creation or irrevocability |
Court in which the trust is registered, plus trustee name and address (§ 13.36.080(a)(1)) |
Notice must be in writing; § 13.36.080 states no required mail, personal-service, electronic, completion, proof, or publication method. AS 13.06.110's mail/publication/proof rules concern hearing notices |
Settlor may exempt notice/information only for a beneficiary without mandatory annual-or-more-frequent distributions, by specified writings, until the earlier of settlor death or judicial incapacity; no general beneficiary initial-notice waiver or confidentiality rule stated (§ 13.36.080(b)) |
Exempt future beneficiary who receives a distribution gets information for that accounting period; exemption ends for annual-or-more-frequent mandatory distributee. Alaska-administered trusts must register; no special initial-notice penalty or contest warning stated (§§ 13.36.005, 13.36.080(c)) |
| 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)) |
| Arkansas verified 2026-07-31 | Ark. Code Ann. §§ 28-73-105, 28-73-813; two default 60-day notices, fully subject to contrary trust terms |
Acceptance; knowledge of creation of irrevocable trust; knowledge formerly revocable trust became irrevocable by settlor death or otherwise. Knowledge means actual knowledge, notice, or reason to know, with employee-responsibility rule for organizations (§§ 28-73-104, -813(b)) |
Qualified beneficiaries: living current, next-line, and termination distributees; requested beneficiary, qualifying named charity, purpose-trust enforcer, and Attorney General added; representation may bind others (§§ 28-73-103(14), -110, -301–305) |
Within 60 days after accepting the trusteeship (§ 28-73-813(b)(2)) |
Within 60 days after trustee acquires knowledge of irrevocable-trust creation or formerly revocable trust's irrevocability (§ 28-73-813(b)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request instrument and trustee report; advance notice before compensation method/rate change (§ 28-73-813(b)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication route (§ 28-73-109) |
Trust terms may alter § 28-73-813 duties; recipient may waive notice; beneficiary may waive reports/other information and withdraw prospectively (§§ 28-73-105, -109(c), -813(d)) |
Section 813(a)-(c) applies only to irrevocable trust created, or revocable trust becoming irrevocable, on/after Sept. 1, 2005; while revocable and settlor capable, beneficiary rights are settlor-controlled and duties owed exclusively to settlor; no special initial-notice penalty stated (§§ 28-73-603, -813(e)) |
| 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)) |
| Delaware verified 2026-07-31 | 12 Del. C. §§ 3303, 3534, 3546; no mandatory general acceptance-or-irrevocability notice, broad governing-instrument control, and an optional contest-limitation notice |
No surveyed mandatory trigger; optional § 3546 notice is not tied to acceptance or knowledge of irrevocability. Separate § 3339(a)(4)c. notice follows a specified trustor appointment of a designated representative |
No general class; optional contest notice goes to the person who may contest, directly or through § 3547 representation. Special designated-representative appointment notice goes to stated parent(s) or property guardian (§§ 3339(a)(4)c., 3546(d)) |
No general statutory deadline after accepting a trusteeship |
No general statutory deadline after creation or irrevocability |
Optional contest notice: trust existence, trustee name/address, whether recipient is a beneficiary, and § 3546 contest period. No general initial-notice contents |
Unless the instrument provides otherwise, mail/carrier, consented fax/email/electronic routes, network posting with delivered notice, or another suitable likely-receipt method; unreliable-address withholding allowed. Contest notice effective when sent; seven-day receipt presumption (§§ 3534, 3546(a)(1)) |
Instrument may expand, restrict, eliminate, or vary beneficiary information rights for stated periods; designated representative then acts unless instrument says otherwise. Person may waive notice in writing and rescind in writing (§§ 3303(c)–(e), 3534(3)) |
Optional compliant notice starts 120-day trust-contest period; no trustee liability for omission. Other statutory bars can occur first; representation binds. Special trustor appointment route has 30-day parent/guardian notice (§§ 3339(a)(4)c., 3546) |
| District of Columbia verified 2026-07-31 | D.C. Code §§ 19-1301.05(b)(8), (c), 19-1308.13; default two-notice duty with age-25 protected core subject to statutory settlor modification routes |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by settlor death or otherwise (§ 19-1308.13(b)(2)–(3)) |
Qualified beneficiaries in current, next-line, and termination horizons; default has no age limit, while protected core uses age 25 subject to § 19-1301.05(c); representation may substitute |
Within 60 days after accepting the trusteeship (§ 19-1308.13(b)(2)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 19-1308.13(b)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request the instrument and a trustee report (§ 19-1308.13(b)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback (§ 19-1301.09) |
Recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively; settlor may waive during stated lifetimes, change notice age, or designate good-faith representative (§§ 19-1301.05(c), -09(c), 19-1308.13(d)); no special confidentiality or fee rule |
Trusts created under instruments executed before Mar. 10, 2004 excluded; revocable duties run to settlor and whole-principal withdrawal holder can receive exclusive duties; representation can bind; no special initial-notice penalty stated (§§ 19-1303.01, 19-1306.03, 19-1308.13(e)) |
| 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)) |
| Hawaii verified 2026-07-31 | Haw. Rev. Stat. §§ 554D-105(b)(8), 554D-813(c); mandatory post-death two-notice core to qualified beneficiaries |
After settlor's death: acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by death or otherwise (§ 554D-813(c)(2)–(3)) |
Qualified beneficiaries: current distributees, next-line distributees, and termination distributees (§ 554D-103); representation may substitute (§ 554D-301(a)) |
After settlor's death, within 60 days after accepting the trusteeship; no separate death-date reset stated for an earlier acceptance (§ 554D-813(c)(2)) |
After settlor's death, within 60 days after acquiring knowledge of creation or irrevocability (§ 554D-813(c)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request the instrument and a trustee report (§ 554D-813(c)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback stated (§ 554D-109) |
Trust terms cannot override core notice; recipient may waive notice; qualified beneficiary may waive reports/information and withdraw prospectively; trustee may charge reasonable information fee (§§ 554D-105(b)(8), -109(c), -813(e)–(f)) |
Pre-Jan. 1, 2022 acceptance/trust exclusions; lifetime duties run exclusively to settlor with incapacity recipient hierarchy; representation can bind; no special initial-notice penalty or contest warning stated (§§ 554D-301, -813(a), (i)) |
| Idaho verified 2026-07-31 | Idaho Code §§ 15-7-101, 15-7-303(a); mandatory written post-acceptance notice tied to Idaho trust registration; no general creation/irrevocability notice |
Trustee's acceptance of the trust only; no separate settlor-death, creation, knowledge-of-irrevocability, or change-of-trustee trigger stated (§ 15-7-303(a)) |
Current beneficiaries and, if possible, one or more persons who under § 15-1-403 may represent beneficiaries with future interests (§ 15-7-303(a)) |
Within 30 days after acceptance of the trust (§ 15-7-303(a)) |
No separate statutory creation-or-irrevocability notice or deadline (§ 15-7-303) |
Court in which trust is registered; trustee name and address (§ 15-7-303(a)) |
Notice must be in writing; statute states no required mail, personal, electronic, acknowledgment, or publication method (§ 15-7-303(a)) |
No express initial-notice waiver, withdrawal, confidentiality, information-fee, or trust-term modification rule; trust terms cannot excuse registration (§§ 15-7-101, -104, -303) |
Registration exception for retained foreign-court jurisdiction; post-demand registration failure can support removal, denied compensation, or surcharge; no special initial-notice penalty or contest period stated (§§ 15-7-101, -104, -303) |
| 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)) |
| Kansas verified 2026-07-31 | K.S.A. 58a-105, 58a-813; two default 60-day notices fully subject to contrary trust terms |
Acceptance; knowledge of creation of irrevocable trust; knowledge formerly revocable trust became irrevocable by settlor death or otherwise. Knowledge includes actual knowledge, notice, or reason to know (§§ 58a-104, -813(b)) |
Qualified beneficiaries use two horizons: eligible for distributions now or on immediate termination; specified charities, purpose-trust enforcers, and Attorney General added. Spouse/issue exception may leave only surviving spouse (§§ 58a-103(12), -110, -813(d)) |
Within 60 days after accepting the trusteeship (K.S.A. 58a-813(b)(2)) |
Within 60 days after acquiring knowledge of irrevocable-trust creation or formerly revocable trust's irrevocability (K.S.A. 58a-813(b)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request relevant instrument portions and trustee report; advance compensation-change notice is separate (K.S.A. 58a-813(b)(2)-(4)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication route (§ 58a-109) |
Trust terms may change § 58a-813 duties; recipient may waive notice; qualified beneficiary may waive reports/information and withdraw prospectively (§§ 58a-105, -109(c), -813(b)-(c)) |
Whole § 58a-813 is inapplicable to nonspouse qualified beneficiaries while spouse is qualified or holds whole-trust appointment power and all others are spouse's issue; code applies to old trusts but not pre-2003 acts; while revocable duties run exclusively to settlor; no special initial-notice penalty stated (§§ 58a-603, -813(d), -1106) |
| 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)) |
| Maine verified 2026-07-31 | 18-B M.R.S. §§ 105(2)(H), (3), 813; default two-notice duty to qualified beneficiaries, with age-25 current-beneficiary floor subject to special settlor waiver |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by settlor death or otherwise (§ 813(2)(B)–(C)) |
Living qualified beneficiaries in three horizons, excluding contingent interests not reasonably expected to vest (§ 103(12)); mandatory floor protects current beneficiaries age 25+ (§ 105(2)(H)) |
Within 60 days after accepting the trusteeship (§ 813(2)(B)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 813(2)(C)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request the instrument and a trustee report (§ 813(2)(B)–(C)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback (§ 109) |
Recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively; settlor may use surviving-spouse or designated-representative waiver/modification routes under § 105(3); no special confidentiality or fee rule |
Post-July 1, 2005 acceptance/trust events only; lifetime duties run exclusively to settlor with incapacity preference list; representation can bind; designated representative affects § 1005 limitation notice; no special initial-notice penalty stated (§§ 105(3), 301, 813(5)–(6)) |
| 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) |
| Mississippi verified 2026-07-31 | Miss. Code Ann. §§ 91-8-105, 91-8-813; combined establishment notice for irrevocable or nongrantor trust, with age-25 mandatory floor and specified modification routes |
Acceptance and funding of irrevocable or nongrantor trust; nominal corpus and living-person life-insurance deposits excluded. Later termination of current-income interest triggers notice to takers and specified power holders (§ 91-8-813(b)-(c)) |
Each current income beneficiary, vested ultimate remainder beneficiary, and nonfiduciary power-of-appointment holder; surrogate may receive under authorized modification. Initial class is not all qualified beneficiaries (§§ 91-8-103, -105(d), -813(b)) |
No acceptance-only deadline; within 60 days after both acceptance and nonexcluded funding of an irrevocable or nongrantor trust (§ 91-8-813(b)) |
No separate knowledge-of-irrevocability deadline; the combined acceptance-and-funding rule governs covered trusts (§ 91-8-813(b)) |
Trustee chooses complete establishing document plus trustee name/address/phone, or abstract: every trustee's contact information plus income-beneficiary, remainder-beneficiary, or power-holder details specified for that recipient (§ 91-8-813(b)) |
First-class mail or personal delivery only; no initial electronic or publication route stated (§ 91-8-813(b)(1)) |
Authorized settlor/trust-protector/advisor may waive/modify during settlor/spouse lifetime, set different notice age, or name good-faith surrogate; beneficiary/power holder may waive information and withdraw prospectively; written asset-confidentiality agreement may be required (§§ 91-8-105(d), -813(d), (g)) |
No § 813(a)(1)/(b) duty for trust agreement irrevocable before July 1, 2014; prior law continues. While revocable, duties run exclusively to settlor. No special initial-notice penalty stated (§§ 91-8-603, -813(f)) |
| 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) |
| Montana verified 2026-07-31 | Mont. Code Ann. § 72-38-813; two default initial notices, each expressly subject to specific limitation or waiver by the trust instrument |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by settlor death or otherwise (§ 72-38-813(2)(b)–(c)) |
Qualified beneficiaries in the current, next-line, and termination distribution horizons (§ 72-38-103(16)); statutory representation may substitute (§ 72-38-301(1)) |
Within 60 days after accepting the trusteeship (§ 72-38-813(2)(b)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 72-38-813(2)(c)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request affected portions of the instrument and a trustee report (§ 72-38-813(2)(b)–(c)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback (§ 72-38-109) |
Trust instrument may specifically limit or waive any § 72-38-813 requirement; recipient may waive notice; qualified beneficiary may waive reports/information and withdraw prospectively; no special confidentiality or fee rule (§§ 72-38-109(3), -813(4)) |
Pre-Oct. 1, 2013 acceptance/trust exclusions; revocable-trust duties, including notice, run exclusively to settlor, with withdrawal-power overlay; representation can bind; no special initial-notice penalty stated (§§ 72-38-301, -603, -813(5)) |
| Nebraska verified 2026-07-31 | Neb. Rev. Stat. §§ 30-3805(a)–(b)(8), 30-3878; initial notices are default rules, while general reasonable-information duty is mandatory |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by settlor death or otherwise (§ 30-3878(b)(2)–(3)) |
Qualified beneficiaries: current distributees, next-line distributees, and termination distributees (§ 30-3803(13)); statutory representation may substitute (§ 30-3822(a)) |
Within 60 days after accepting the trusteeship (§ 30-3878(b)(2)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 30-3878(b)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request the instrument and a trustee report (§ 30-3878(b)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback stated (§ 30-3809) |
Trust terms may alter the specific initial notices; recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively; no special initial-notice confidentiality or fee rule stated (§§ 30-3805, -3809(c), -3878(d)) |
Pre-Jan. 1, 2006 acceptance/trust exclusions; § 30-3855 may redirect duties exclusively to settlor or power holder; representation can bind; no special initial-notice penalty or contest warning stated (§§ 30-3822, -3855, -3878(e)–(f)) |
| 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 Hampshire verified 2026-07-31 | RSA §§ 564-B:1-105, 564-B:8-813(b)–(c); default irrevocable-trust notice duties, modifiable by trust terms |
Acceptance plus last surviving settlor's death; or knowledge of creation/irrevocability, initial funding, and last surviving settlor's death (§ 564-B:8-813(c)(2)–(3)) |
Qualified beneficiaries age 21+ and persons having qualified-beneficiary rights; three distribution horizons; representation applies (§§ 564-B:1-103(12), 1-110, 3-301) |
No later than 60 days after the later of acceptance or death of the last surviving settlor (§ 564-B:8-813(c)(2)) |
No later than 60 days after trustee knows creation/irrevocability, initial funding, and death of last surviving settlor (§ 564-B:8-813(c)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence plus rights to request full instrument and trustee report; no settlor-identity item (§ 564-B:8-813(c)(2)–(3)) |
Reasonably suitable and likely to result in receipt; includes mail, personal, commercial/courier, last-known-address, or electronic message. Unknown person excused; minor/incapacitated notice must go to binding representative; no publication fallback (§ 564-B:1-109) |
Trust terms may alter initial notices; beneficiary may waive reports/information and withdraw prospectively; trustee may require written pass-through of asset confidentiality restrictions (§§ 564-B:1-105, 8-813(e), (j)) |
Post-Oct. 1, 2004 trusteeships/trusts only; corporate name/merger change excused; irrevocability notice starts 3-year validity-contest period; no special initial-notice damages stated (§§ 564-B:4-406(b)(2), 8-813(f)–(g)) |
| 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 Mexico verified 2026-07-31 | NMSA 1978 §§ 46A-1-105(B)(8)–(9), 46A-8-813; default two-notice duty, with mandatory age-25 core and institution-only settlor-waiver route |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by death or otherwise (§ 46A-8-813(B)(2)–(3)) |
Qualified beneficiaries: living current distributees, next-line distributees, and termination distributees (§ 46A-1-103(M)); age 25 matters to the mandatory floor; representation applies |
Within 60 days after accepting the trusteeship (§ 46A-8-813(B)(2)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 46A-8-813(B)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request the instrument and a trustee report (§ 46A-8-813(B)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback stated (§ 46A-1-109) |
Trust terms control except the age-25 mandatory core; recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively; special conspicuous settlor waiver only with regulated institutional trustee (§§ 46A-1-105, -109(C), -813(D), (F)) |
Pre-July 1, 2003 acceptance/trust exclusions; while revocable and settlor has capacity, duties run exclusively to settlor; representation can bind; no initial-notice penalty or contest warning stated (§§ 46A-3-301, 46A-6-603, 46A-8-813(E)) |
| 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) |
| North Dakota verified 2026-07-31 | N.D.C.C. § 59-16-13; two default initial notices for unaffected irrevocable trust property, because § 59-09-05 does not preserve them from trust-term variation |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable (§ 59-16-13(2)(c)–(d)) |
Qualified beneficiaries in three horizons, excluding contingent interests not reasonably expected to vest; settlor/power-holder overlays and Title 50 benefits exception can redirect or restore information (§§ 59-09-03(16), 59-16-13(1)) |
Within 60 days after accepting the trusteeship (§ 59-16-13(2)(c)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 59-16-13(2)(d)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor identity, rights to request the instrument portion relating to the beneficiary's interest and a trustee report (§ 59-16-13(2)(b)–(d)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback (§ 59-09-09) |
Trust terms may alter the initial notices; recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively; no special initial-notice confidentiality or fee rule stated (§§ 59-09-05, -09(3), 59-16-13(2)(g)) |
Pre-Aug. 1, 2007 acceptance/trust exclusions; duties may run exclusively to settlor or power holder, with Title 50 exception; representation can bind; no special initial-notice penalty or contest warning stated (§§ 59-11-01, 59-16-13(1), (2)(h)) |
| 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)) |
| Rhode Island verified 2026-07-31 | No general acceptance-or-irrevocability notice statute for an ordinary private trust in current R.I. Gen. Laws Title 18; special custodial-trust, small-trust-termination, and court-account rules are separate |
No surveyed statutory trigger based on accepting an ordinary trusteeship, creation of an irrevocable trust, or knowledge that a trust became irrevocable |
No general statutory recipient class; special rules separately name a custodial-trust beneficiary/legal representative, small-trust interested persons, or court-account recipients (§§ 18-4-24, 18-6-4, 18-13-15) |
No general statutory deadline; § 18-13-15 requires a property statement upon acceptance only for a statutory custodial trust |
No general statutory deadline after creation or irrevocability |
No general statutory contents; special small-trust termination notice has its own termination, asset-schedule, distribution-plan, and objection disclosures (§ 18-4-24(c)(2)) |
No general initial-notice method; certified mail belongs to small-trust termination, while registered/certified mail and possible publication belong to a court account proceeding (§§ 18-4-24(c), 18-6-4(a)) |
No general statutory initial-notice waiver rule; written waiver under § 18-6-4(b) concerns notice of a court account, and § 18-4-24(d)(4) concerns the right to petition against small-trust termination |
No surveyed initial notice or consequence; statutory custodial trusts, small-trust termination, and judicial account allowance remain distinct proceedings and do not supply a general rule |
| 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)) |
| South Dakota verified 2026-07-31 | SDCL § 55-2-13; default 60-day notice for an irrevocable trust, subject to the instrument and written trustor/trust-advisor/trust-protector directions |
Acceptance of trusteeship; trustee's knowledge that a formerly revocable trust became irrevocable. No separate knowledge-of-new-irrevocable-creation or newly-discovered-beneficiary trigger (§ 55-2-13(2)(a)) |
Existing entity or individual age 21+ in current, next-line, or termination horizon; if distributee unknown because a power can change it, notify only power holder (§ 55-2-13(9)) |
Within 60 days after accepting the trusteeship (§ 55-2-13(2)(a)) |
Within 60 days after acquiring knowledge that a formerly revocable trust became irrevocable (§ 55-2-13(2)(a)) |
Trust's existence and qualified beneficiary's right to request the portions of the instrument pertaining to that beneficiary's interest (§ 55-2-13(2)(a)–(b)) |
Subject to governing instrument, delivery/last-known or supplied address, prepaid U.S. mail, fax, electronic communication, or electronic posting with separate compliant notice; no publication fallback (§ 55-2-24) |
Instrument or written trustor/advisor/protector directions may expand, restrict, eliminate, or modify rights indefinitely or for a period; representative may receive; beneficiary may waive and withdraw prospectively; same confidentiality duty may be required (§ 55-2-13(2)–(7)) |
Post-June 30, 2002 created/amended/restated trusts unless otherwise directed; older trusts have no duty unless directed. Revocable duties generally run to trustor/agent; trustee name change or merger/reorganization needs no notice; no special initial-notice penalty stated (§§ 55-2-13(8), (11), -14) |
| 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) |
| Vermont verified 2026-07-31 | 14A V.S.A. §§ 105, 813; default two-notice duty that trust terms may alter |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by settlor death or otherwise (§ 813(b)(2)–(3)) |
Qualified beneficiaries in first-, second-, and final-tier horizons, subject to power-of-appointment and amendment exclusions; representation may substitute; no routine Attorney General notice (§§ 103(13), 301, 813(a)) |
Within 60 days after accepting the trusteeship (§ 813(b)(2)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 813(b)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request the instrument and a trustee report (§ 813(b)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, commercial service, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback (§ 109) |
Recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively; trust terms may alter § 813 because § 105 does not preserve it; no special confidentiality or information-fee rule (§§ 105, 109(c), 813(d)) |
Acceptance before the title's effective date and trusts irrevocable before that date excluded; revocable duties run exclusively to settlor and withdrawal holder has settlor rights for affected property; representation applies; § 813 states no special initial-notice penalty (§§ 301, 603, 813(e)) |
| 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) |
| West Virginia verified 2026-07-31 | W. Va. Code §§ 44D-1-105, 44D-8-813; default two-notice duty to current beneficiaries, not preserved in mandatory-rule list |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by grantor death or otherwise (§ 44D-8-813(b)(2)–(3)) |
Current beneficiaries only: present distributees or permissible distributees of income/principal (§ 44D-1-103(7)); representation may substitute (§ 44D-3-301(a)) |
Within a reasonable time after accepting the trusteeship; no fixed day count (§ 44D-8-813(b)(2)) |
Within a reasonable time after acquiring knowledge of creation or irrevocability; no fixed day count (§ 44D-8-813(b)(3)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, grantor(s), rights to request the instrument and a trustee report (§ 44D-8-813(b)(2)–(3)) |
Reasonably suitable and likely to result in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback stated (§ 44D-1-109) |
Trust terms may alter initial notices; recipient may waive notice; beneficiary may waive reports/information and withdraw prospectively; no special initial-notice confidentiality or fee rule stated (§§ 44D-1-105, -109(c), 44D-8-813(d)) |
Pre-July 1, 2011 acceptance/trust exclusions; while revocable and grantor has capacity, duties run exclusively to grantor; representation can bind; no special initial-notice penalty or contest warning stated (§§ 44D-3-301, 44D-6-603, 44D-8-813(f)) |
| 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)) |
| Wyoming verified 2026-07-31 | W.S. §§ 4-10-105, -813; two default notices expressly subject to trust-instrument direction, limitation, or waiver |
Acceptance of trusteeship; knowledge of irrevocable-trust creation; knowledge that a formerly revocable trust became irrevocable by settlor death or otherwise (§ 4-10-813(b)(ii)–(iii)) |
Qualified beneficiaries under a four-step fallback hierarchy; post-death written requesters unless trust terms say otherwise; representation and § 4-10-110 special-rights routes apply (§§ 4-10-103(a)(xv), -110, -301) |
Within 60 days after accepting the trusteeship (§ 4-10-813(b)(ii)) |
Within 60 days after acquiring knowledge of creation or irrevocability (§ 4-10-813(b)(iii)) |
Acceptance: acceptance plus trustee name/address/phone. Irrevocability: existence, settlor(s), rights to request the instrument and a trustee report (§ 4-10-813(b)(ii)–(iii)) |
Reasonably suitable method that results in receipt; first-class mail, personal or last-known residence/business delivery, or properly directed electronic message. Unknown/unascertainable person excused; no publication fallback (§ 4-10-109) |
Trust instrument may direct, limit, or waive initial duties; recipient may waive notice in writing; beneficiary may waive reports/information and withdraw prospectively; no special confidentiality or information-fee rule (§§ 4-10-109(c), -813(b), (d)) |
Trustee of irrevocable trust created or made irrevocable before July 1, 2003 may elect out; revocable duties run exclusively to capable settlor; representation may bind; § 4-10-813 states no special initial-notice penalty (§§ 4-10-301, -603, -813(e)) |
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