Legal Question in Wills and Trusts in California

Family Trust

How would I obtain a copy of my deceased Father's trust? His wife will not give me one, and my sister and I are named in the trust.


Asked on 3/23/08, 4:15 pm

5 Answers from Attorneys

George Shers Law Offices of Georges H. Shers

Re: Family Trust

Please go to the other similar questions on this site to see our numerous answers.

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Answered on 3/23/08, 5:23 pm
Mitchell Roth MW Roth, Professional Law Corporation

Re: Family Trust

You are entitled to a copy by law. Hire a lawyer to represent you and your sister. A letter from a knowledgeable lawyer will probably do the trick and avoid litigation.

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Answered on 3/24/08, 9:10 pm
John D. Williams Law Offices of John D. Williams

Re: Family Trust

I am sorry for the loss of your father.

She is required to give you a copy of your father's trust. If she refuses you should retain an attorney to demand a copy and protect your rights. It appears that you need an attorney to protect your rights.

If you would like a free initial consultation, please call me.

Good luck and thank you for your inquiry.

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Answered on 3/23/08, 6:55 pm

Re: Family Trust

I am sorry for the loss of your father. Losing a parent is always tough.

If his wife will not give you a copy of the trust you can have an attorney write a letter demanding a copy of the trust.

Using an attorney for this purpose can help "take you out of the equation" in that it is the attorney insisting on obtaining a copy of the relevant documents NOT YOU demanding the documents.

You should deflect attention from YOU as the person causing grief to someone already mourning the loss of a spouse and to an unrelated third party.

Let me know if you would like to discuss this matter.

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Answered on 3/23/08, 7:45 pm
Phillip Lemmons, Esq. Phillip Lemmons APC, Attorneys at Law

Re: Family Trust

open probate or file a summons to appear with the will and trust.

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Answered on 3/24/08, 11:43 pm


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