Legal Question in Wills and Trusts in California
My dad just passed away and he left us a Living Trust. My step mom told her lawyer don't provide the Living Trust. I talk to her lawyer and the stated that she don't want to give you guys a copy. I am a Trustee on the Living Trust, do I supposed to have a copy. Please advise. Thank you
Asked on 3/10/15, 10:56 am
1 Answer from Attorneys
Michele Cusack
Pollak & Cusack
If the trust, or a part of it, became irrevocable upon your father's death, then you and your siblings have a right to request a copy of the trust and to ask for information regarding administration. You should send the request in writing to your stepmother's lawyer. However, if the entire trust remains revocable following your dad's death, your stepmother is not required to give you a copy.
Answered on 3/10/15, 11:01 am