Legal Question in Wills and Trusts in California

Heirs rights to see details of A/B Trust

My father passed away two years ago. My brother is executor of the will which is in an A/B trust. My step-mother is A. Do I have the right to see the details of the B trust now? My sister and I have concerns about my brother's possible manipulation of properties, etc. regarding our joint inheritence.


Asked on 8/27/01, 10:42 pm

3 Answers from Attorneys
Rhonda D. Beers, Esq. Law Office of Rhonda D. Beers

Re: Heirs rights to see details of A/B Trust

If you are a beneficiary of the trust, you have a right to a copy of the trust.

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Answered on 9/17/01, 10:05 am
Robert Miller Robert L. Miller & Associates, A Law Corporation

Re: Heirs rights to see details of A/B Trust

Thanks for your posting. As someone "involved" in the trust, you do have a right to know the details of the trust. You should demand a copy of the trust, in writing, with a response within a certain period of time. If there is not a response, you may sue to get an accounting and remove the administrator of the trust.

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Answered on 9/17/01, 1:53 pm
Chris Johnson Christopher B. Johnson, Attorney at Law

Re: Heirs rights to see details of A/B Trust

Once the trust becomes irrevocable, the beneficiaries have a right to see a copy of the trust. The trustee should have notified the beneficiaries of this right. You can request in writing the trust copy from the trustee, along with an accounting.

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Answered on 9/17/01, 7:56 pm


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