Finding information about a revocable trust through a private commercial bank can be challenging due to the privacy and confidentiality rules that financial institutions must follow. However, there are several approaches you can take:
### 1. **Contact the Trustee or Beneficiaries**
- **Direct Contact**: If you know the trustee or beneficiaries of the revocable trust, the easiest way to find information is to ask them directly. They can provide details about the trust and the bank where the trust account is held.
### 2. **Review Legal Documents**
- **Trust Documents**: If you have access to the trust documents, review them carefully. These documents typically contain information about the bank or financial institution where the trust assets are held.
- **Estate Planning Attorney**: Consult with an estate planning attorney who may have access to the trust documents or who can contact the bank on your behalf if they are listed as a representative or have legal authority.
### 3. **Approach the Bank**
- **Bank Inquiry**: If you know the bank where the trust is held, you can contact the bank directly. However, banks typically require proof of your authority or legal right to access information about the trust (e.g., being the trustee, a beneficiary, or holding a power of attorney).
### 4. **Check Public Records**
- **Court Filings**: In some cases, trust-related information might be filed with the court, especially if there is litigation or a dispute. Check with the local probate or surrogate court where the trust was established.
### 5. **Financial Advisor or Accountant**
- **Professional Assistance**: If the trust was managed with the assistance of a financial advisor or accountant, they might have details on the bank accounts and other assets tied to the trust.
### 6. **Search for Notices**
- **Public Notices**: In rare cases, there may be public notices about trust administration in legal publications or local newspapers, particularly if a trust is being dissolved or there are changes in trusteeship.
### Considerations
- **Privacy Laws**: Remember that financial institutions are bound by strict privacy laws (like the Gramm-Leach-Bliley Act in the U.S.) and will not release information without proper authorization.
- **Legal Authority**: If you have the legal right to access the trust information (e.g., as a successor trustee or a named beneficiary), provide the bank with the necessary documentation to prove your authority.
If you are having difficulty obtaining information, consulting with a public legal trustee and administration
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