Page 45 - Successor Trustee Handbook

Duty to maintain confidentiality. The Trust document, records and
accounting are to be kept confidential and only released to the beneficiaries
to whom you must give notice of certain actions or to whom you must account.
Generally speaking, the Trust document does not need to be filed with a Court
or Recorder’s Office, or otherwise made public record. Obviously, from time
to time, certain third parties like your attorney, CPA or financial advisor may
require access to confidential information, or tax authorities or real estate
escrow or title companies may require certain limited disclosures. You should
always be cautious about revealing any confidential information and consult
with your attorney first if you have any doubts as to whether a disclosure is
appropriate.

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