IDG30474 | Confidentiality when dealing with the customer: disclosure to agents, representatives and third parties: protecting deceased customers: disclosure to trustees of estate assets

During the period of administration (see IDG30471) the assets of the estate can be placed in a trust (as well as being distributed to beneficiaries). Where the assets are placed into trust, trustees will be appointed to oversee the administration of the trust. The trustee may, or may not, be the Personal Representative for the estate.

If you receive an enquiry in this type of case you must establish the enquirer’s role in the administration of the estate. If they are acting as a trustee they are only entitled to receive information regarding the trust and not the deceased. To establish their status you may wish to request documentation related to the establishment of the trust.