Legal Question in Wills and Trusts in California

Re: Heirs rights to copies of living Trusts

You have a right to see the trust if it has become irrevocable, under the notice provisions of Probate Code section 16061.7, and also access to other information under Probate Code section 16061. If your stepmother remains uncooperative, you may wish to have an attorney make the demand for the trust copy.

If the trust does not become irrevocable until your stepmother dies, you may not be able to get a copy.

Re: Heirs rights to copies of living Trusts

Probate Code section 16060, et seq., provides for the trustee to keep beneficiaries of the trust reasonably informed of information about the trust including "terms of the trust".

Your step mother should be more cooperative with you. Her lack of candor is likely only to lead to suspicion. At this point you will probably want to retain an attorney to contact her on your behalf.

There are a couple of benefits to this. First, you don't have to be the "money-grubbing bad guy". Second, having an attorney contact her is more likely to get a useful response.

I would be happy to speak with you about this matter.

J. Caleb Donner

DONNER & DONNER

LEGAL WARRRIORS (R)

325 E. Hillcrest Drive, Suite 242

Thousand Oaks, CA 91360

Tel: 805-494-6557

Fax: 805-494-0990

email: [email protected]

website: www.donnerlaw.com

Re: Heirs rights to copies of living Trusts

if the trust itself has become irrevocable upon your father's passing, then you as well as the other beneficiaries are legally entitled to view the document upon request, as well as get an accounting of all the assets in the estate in which you would be entitled once your interest has vested. if you would like further legal assistance or representation in this matter, email directly on how you might like to proceed.