Legal Question in Wills and Trusts in California
My father passed away a few months ago,my step mom has stopped speaking to me since then. After many calls I did finally receive a copy of the trust my dad had but when I asked for a copy of the will I was informed I wasn't entitled to see the will, why would they be ? He lived in California at time of passing .I
2 Answers from Attorneys
it's true that she doesn't have to give you a copy of the will, but she is required to lodge the original with the court, and then it is public record. Refusing to provide you a copy is petty and does not bode well for future relations but on the other hand it probably wouldn't be of much use to you as most likely it is a "pour-over" will which just leaves your father's estate to his Trustee.
I agree that it should merely be a Will that leaves everything to the Trust.
Are you a beneficiary of the Trust? You may be entitled to annual accountings and other information regarding the Trust. You may want to retain an attorney to help you secure your legal rights.
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