Ill. R. Cir. Ct. Lake Cnty. 5-3.17

As amended through September 23, 2024

Rule 5-3.17 - Notice to Beneficiaries of Testamentary Trusts

A. Prior to, or at the time of the closing of an estate in which a testamentary trust has been established, the trustees shall file with their receipt for the trust assets, proof that the beneficiaries of said trust have been given Notice of their right to petition the Court for the purpose of construing the trust or to take over supervision of the trust should the trustees fail to abide by the terms of the trust or to make annual accountings thereof to the beneficiaries.

B. Such Notice shall also be given to a properly appointed personal fiduciary or the Guardian ad Litem and to the guardian of any minor or disabled beneficiary.

C. The proof of service of the Notice to beneficiaries shall be filed prior to closing of the estate.

Ill. R. Cir. Ct. Lake Cnty. 5-3.17

Amended effective 12/31/2017.