Legal Question in Wills and Trusts in California
Living Trust Beneficiary
I rec'd notification per probate code 16061.7 that I was a beneficiacy of a trust but there is no notation at all of what I was to receive from the ''estate''. I asked this question earlier and received a gracious and prompt reply, thank you kindly but am still unclear. Is the Trustee waiting for me to ask for a copy of the terms of the Trust or will I receive additional information via mail shortly?
2 Answers from Attorneys
Re: Living Trust Beneficiary
The Trustee is under a general duty to keep beneficiaries informed as well as to provide you with a copy of the terms of the trust upon request, but you might now hear anything more for months. Request the copy.
Re: Living Trust Beneficiary
Maybe it was a bill collector trying to get you to call a toll free number so they could automatically capture your phone number.
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