Legal Question in Wills and Trusts in California

Stepmother will not produce Trust

What recourse do I have if a

stepmother does not produce Trust

documents co-written by her and my

now deceased father?

Is there any way to compel her to

produce documents without court/

legal intervention? Or is there a way

for me to do it on my own since I

have little means to afford an

attorney?


Asked on 6/27/07, 7:23 pm

1 Answer from Attorneys

Jeb Burton The Burton Law Firm

Re: Stepmother will not produce Trust

As a beneficiary/interested party, you are entitled to any portion of a trust that has become irrevocable. Assuming a portion of your Father and Step Mother's trust became irrevocable, you are entitled. To recieve this you need to contact the trustee, probably your stepmother. If she refuses, pretty much your only recourse is to get a court order. There are some legal aid outfits that can assist you in filing a probate petition (do a google search on your county) and you can go down to the probate court and see if they have any assistance programs in filing such a trust contest. But other then that you probably do need the assistance of an attorney.

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Answered on 6/27/07, 7:35 pm


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