Legal Question in Wills and Trusts in California
my parents created a REVOCABLE family trust in 1992. My father died in 2006. Was I entitled to a copy of that TRUST after my father died? At that time I beleive it went into a REVOCABLE Trust in my mothers name only. until just 6 months ago my mother was still trustee. She is 88 and has advanced alzheimers. There have been many sibling greedy things where i know for a fact that my sister is now atttorney in fact and a new will has been created and I am cut out completely. I know these would not be my parents wishes .... was I entitled to a copy of Trust before my sister became trustee? This is all happening because my mother has advanced alzheimers and does not realize it is happening. I plan to hire an attorney as soon as I can afford one. I have now been told since I am not included in the new will I am not entitled to any info at all. do i have any way to find out anything? thank you. B.
1 Answer from Attorneys
B
If it went all to your mom it is unlikely that you would have been entitled to a copy of the Trust. However, if your sister or others are unduly influencing your mother because of her condition or they are violating certain fiduciary duties by not acting properly you would have legal recourse.
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