Legal Question in Wills and Trusts in California
beneficiary right to examine documents of trust
My father recently passed away and left myself and my four sisters a large amount of money in a trust account. He designated two of my sisters as executors. I have received some money, but I have no way of knowing how much money there is. I have not received a copy of the trust or any bank statements regarding the dollar amount of the trust. My sister that has control is avoiding my phone calls. She lives in the middle of the woods, out in the middle of no where. I read the trust when my father died, and was told I could have a copy. The trust states that the estate be divided so that each of us get 20%. How can I go about getting the documents I need to ensure that the trust is being distributed equally?
The only document I have received is a tax form that has some dollar amounts on it, and instructions to file that with my income taxes. I have no knowledge if these dollar amounts are correct or not, how can I file them with my taxes? There is no company name or letter head to tell who prepared these tax forms. I just don't know what to do about the situation. Is there some way that I could get a legal document that would force my sister to give me the information?
2 Answers from Attorneys
Re: beneficiary right to examine documents of trust
You have the right as a beneficiary to a copy of the trust, along with information about the administration of the trust. If she doesn't give it to you, you may need an attorney to write her or petition the court.
Re: beneficiary right to examine documents of trust
they have to give you a copy. if they dont, you need to go to court and get a court order to get a copy.
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