Wyoming Statutes

Wyo. Stat. § 4-10-813 (2026)

Duty to inform and report.

✓ current as of May 2026
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(a) A trustee shall keep the qualified beneficiaries of
the trust reasonably informed about the administration of the
trust and of the material facts necessary for them to protect
their interests. Unless unreasonable under the circumstances, a
trustee shall promptly respond to a qualified beneficiary's
request for information related to the administration of the
trust.

     (b) A trustee shall comply with the following provisions
unless the trust instrument specifically directs, limits or
waives this requirement of a trustee:

          (i) Upon request of any qualified beneficiary, the
trustee shall promptly furnish to the beneficiary a copy of the
trust instrument;

          (ii) Within sixty (60) days after accepting a
trusteeship, the trustee shall notify the qualified
beneficiaries of the acceptance and of the trustee's name,
address and telephone number;

          (iii) Within sixty (60) days after the date the
trustee acquires knowledge of the creation of an irrevocable
trust, or the date the trustee acquires knowledge that a
formerly revocable trust has become irrevocable, whether by the
death of the settlor or otherwise, the trustee shall notify the
qualified beneficiaries of the trust's existence, of the
identity of the settlor or settlors, of the right to request a
copy of the trust instrument and of the right to a trustee's
report as provided in subsection (c) of this section; and

          (iv) The trustee shall notify the qualified
beneficiaries in advance of any change in the method or rate of
the trustee's compensation.

     (c) A trustee shall send to qualified beneficiaries, at
least annually and at the termination of the trust, a report of
the trust property, liabilities, receipts and disbursements,
including the amount of the trustee's compensation, except to
the extent compensation has been disclosed consistent with the
requirements of W.S. 4-10-802, the allocation of receipts,
disbursements, trustee compensation and expenses of
administration between income and principal, a listing of the
trust assets and, if feasible, their respective market values.
Upon a vacancy in a trusteeship, unless a cotrustee remains in
office, a report shall be sent to the qualified beneficiaries by
the former trustee. A personal representative, conservator or
guardian of a deceased or incapacitated trustee may send the
qualified beneficiaries a report on the trustee's behalf.

     (d) A beneficiary may waive the right to a trustee's
report or other information otherwise required to be furnished
under this section. A beneficiary, with respect to future
reports and other information, may withdraw a waiver previously
given.

     (e) The trustee of an irrevocable trust that was created
before July 1, 2003 or which became irrevocable before July 1,
2003 may elect not to comply with subsections (b) and (c) of
this section.
Notes of Decisions
In the Matter of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992, as Amended & Restated: Janel K. Kinniburgh, Beneficiary & Successor Tr. of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992 v. Jacque Moncur & Rosemary Steele, Successor Co-Trs. of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992, 2023 WY 56 (Wyo. 2023). · cites it 10× “She alleged the Trustees breached their duty to inform and report by not sending the beneficiaries written annual accountings as required by Wyoming Statute § 4-10-813. She also alleged the Trustees breached their duty to prudently invest Trust property by not renting out the…”
In the Matter of the Phyllis V. Mcdill Revocable Trust: Thomas P. Mcdill, Jr., In His Individual Capacity as Beneficiary & Successor Tr. of the Phyliss Mcdill Revocable Trust. v. Michael G. Mcdill, In His Individual Capacity as Beneficiary of the Phyliss Mcdill Revocable Trust, 2022 WY 40 (Wyo. 2022). · cites it 3× “He subsequently filed an amended response requesting Michael be removed as trustee for breach of trust based on his violations of the duty of loyalty, Wyo. Stat. Ann. § 4-10-802 (LexisNexis 2021), and the duty to inform and report, Wyo.”
In the Matter of the Phyllis V. Mcdill Revocable Trust: Thomas P. Mcdill, Jr. v. Michael G. Mcdill, 2020 WY 99 (Wyo. 2020). · cites it 3× “On January 26, 2018, Michael, acting as Trustee, sent a “Statutory Notice to Qualified Beneficiaries” pursuant to Wyo. Stat. Ann. § 4-10-813 (b) (LexisNexis 2019).”
Retz v. Siebrandt, 2008 WY 44 (Wyo. 2008). · cites it 2× “Appellants claim that they could not be expected to attack the 2000 trust, because they were never served with proper notice of that instrument pursuant to Wyo. Stat. Ann. § 4-10-813 (b)(iii) (LexisNexis 2007).”
Global Capital Partners LLC v. Green Sapphire Holdings, Inc. (Del. Ch. 2026). “293 Wyo. Stat. § 4-10-813(a). 73 Assuming for purposes of analysis that Cicoski violated Wyoming trust law, that failure does not prevent the Lender from enforcing the Loan or Settlement Agreement against the Borrower, at least without some showing that the Lender knew about the…”
— Wyo. Stat. § 4-10-813(a) — 1 case
Global Capital Partners LLC v. Green Sapphire Holdings, Inc. (Del. Ch. 2026). “293 Wyo. Stat. § 4-10-813(a). 73 Assuming for purposes of analysis that Cicoski violated Wyoming trust law, that failure does not prevent the Lender from enforcing the Loan or Settlement Agreement against the Borrower, at least without some showing that the Lender knew about the…”
— Wyo. Stat. § 4-10-813(b)(i) — 1 case
In the Matter of the Phyllis V. Mcdill Revocable Trust: Thomas P. Mcdill, Jr. v. Michael G. Mcdill, 2020 WY 99 (Wyo. 2020). “On January 26, 2018, Michael, acting as Trustee, sent a “Statutory Notice to Qualified Beneficiaries” pursuant to Wyo. Stat. Ann. § 4-10-813 (b) (LexisNexis 2019).”
— Wyo. Stat. § 4-10-813(b)(iii) — 1 case
In the Matter of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992, as Amended & Restated: Janel K. Kinniburgh, Beneficiary & Successor Tr. of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992 v. Jacque Moncur & Rosemary Steele, Successor Co-Trs. of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992, 2023 WY 56 (Wyo. 2023). “She alleged the Trustees breached their duty to inform and report by not sending the beneficiaries written annual accountings as required by Wyoming Statute § 4-10-813. She also alleged the Trustees breached their duty to prudently invest Trust property by not renting out the…”
— Wyo. Stat. § 4-10-813(c) — 1 case
In the Matter of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992, as Amended & Restated: Janel K. Kinniburgh, Beneficiary & Successor Tr. of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992 v. Jacque Moncur & Rosemary Steele, Successor Co-Trs. of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992, 2023 WY 56 (Wyo. 2023). “She alleged the Trustees breached their duty to inform and report by not sending the beneficiaries written annual accountings as required by Wyoming Statute § 4-10-813. She also alleged the Trustees breached their duty to prudently invest Trust property by not renting out the…”
— Wyo. Stat. § 4-10-813(d) — 1 case
In the Matter of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992, as Amended & Restated: Janel K. Kinniburgh, Beneficiary & Successor Tr. of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992 v. Jacque Moncur & Rosemary Steele, Successor Co-Trs. of the J. Kent Kinniburgh Revocable Trust Dated January 27, 1992, 2023 WY 56 (Wyo. 2023). “She alleged the Trustees breached their duty to inform and report by not sending the beneficiaries written annual accountings as required by Wyoming Statute § 4-10-813. She also alleged the Trustees breached their duty to prudently invest Trust property by not renting out the…”
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