Legal Question in Wills and Trusts in California
revocable trust
my father just passed away 3 weeks ago. my sister tells me she is the successer trustee, but is refusing to share the content of the trust with me. Is there a legal way I can force her to do so?
2 Answers from Attorneys
Re: revocable trust
Yes, if your father lived in California and the trust was established here. Under California law a trustee is required to provide a copy of the trust to all of the beneficiaries when it becomes "irrevocable" (for example, because the person who created it passed away).
If she refuses to provide a copy, you can file a petition to compel production of the trust and to compel an "accounting" (a listing of the income, expenses, assets and liabilities).
I would be happy to assist.
Janet
www.calprobate.com
This information is not intended to substitute for professional legal advice and does not create an attorney-client relationship. You should accept legal advice only from a licensed legal professional with whom you have an attorney-client relationship.
Re: revocable trust
She is required to do so, if she fails to do so you can bring a court action for her violation.
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