Legal Question in Wills and Trusts in California

Beneficiary to Living Trust

Notification pursuant to code 16061.7 was rec'd from family trustee due to recent loss, I am apparently a beneficiary but there is not any indication of what I have inherited. Is this how a Trust is usually handled and might I expect another mailing with further information. There was no request for me to phone / contact the Trustee directly however I am entitled to receive the terms of the Trust, and I imagine this may outline who and what the estate entails. Please help and Thank you.


Asked on 2/27/09, 8:52 pm

1 Answer from Attorneys
Michele Cusack Pollak & Cusack

Re: Beneficiary to Living Trust

Usually when you make a request for the terms of the Trust, you will get a copy of the trust and any amendments. Or, they might just send a summary, but it will certainly include details as to what distribution is to be made to you. Request the copy.

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Answered on 2/28/09, 1:10 pm


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