Legal Question in Wills and Trusts in California
My parents have a revokable, living trust of all their assets. My mother recently died. Must my father disclose the contents/provisions of this trust to me, my brother or my step sister or can he continue to hold it in privacy?
3 Answers from Attorneys
Since your father was presumably a Settlor of the family trust, he typically would have no obligation to disclose the trust assets to any successor beneficiary.
It would depend on the terms of the trust. If the whole trust remains revocable after you mother's death, your father does not have to disclose anything.
if an irrevocable trust was created at your mother's death and you and/or your step sister are (a) beneficiary(ies) of such trust, the trustee is required to give notice to the beneficiaries pursuant to the california probate code.
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