Legal Question in Wills and Trusts in California

My mom passed away 15 years ago, she set up a trust for her estate for my brother and myself. I need a copy of the trust to claim some unclaimed property. What do I do.


Asked on 11/30/10, 2:52 pm

2 Answers from Attorneys

Robert F. Cohen Law Office of Robert F. Cohen

If you're one of the beneficiaries, you're entitled to the portion of the trust in which you're named. If you're the trustee, you can act on behalf of the trust and should have a full copy of it. More information is needed, especially who has the full copy?

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Answered on 12/05/10, 2:58 pm
Anthony Roach Law Office of Anthony A. Roach

If you are designated as a beneficiary, you should have received a copy of the trust when the trust became irrevocable, soon after your mother's death.

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Answered on 12/06/10, 10:41 am


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