Legal Question in Wills and Trusts in California

great uncle's trust

My great Uncle passed away over a year ago. He told me that my 2 sons and I were in his trust. I was verbally told by a niece that nobody was left anything. I find this hard to believe. He only had 9 family members and none of us have received anything, money, letter or proof.

Because he is a great uncle I am told that I am not an heir and I am also not a beneficiary so I have no right to see a copy of his trust.

My great uncle also told other family members (in NY) that my sons and I were taken care, no worries.

My question is: since he told me (and others ) that I was in it, does that give me a right to ask for proof? or do I just take the word of his niece. Everybody knows that she's lying.

what are my rights or do I have any?


Asked on 1/16/08, 12:19 am

3 Answers from Attorneys
John D. Williams Law Offices of John D. Williams

Re: great uncle's trust

Yes. You should hire an attorney to send a letter demanding a copy of the trust and demand an accounting.

If you would like a free initial consultation, please call or e-mail me with contact information. I have over 25 years experience in estate administration.

Good luck and thank you for your inquiry.

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Answered on 1/16/08, 3:23 pm
Mitchell Roth MW Roth, Professional Law Corporation

Re: great uncle's trust

Yes. Hire a lawyer to secure your rights. After a demand letter from an attorney, the next step is to file a lawsuit for an accounting.

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Answered on 1/16/08, 1:09 am
Phillip Lemmons, Esq. Phillip Lemmons APC, Attorneys at Law

Re: great uncle's trust

answered above

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Answered on 1/26/08, 2:31 pm


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