Legal Question in Wills and Trusts in California

Need help to track down a copy of a living trust

My father died 2 mos ago. He lived in Oxnard Ca. We were informed by phone that we

are in the living trust. My-half sister refuses to send me a copy of the trust and keeps

giving us conflicting information. She states the Ca Federal bank is holding up our money

from what was a c.d. and is now an annuity. We need to get a copy of the living trust

which she claims is not on file anywhere. He had a house, car, bank accounts, annuities

or c.d.'s. How can we get a copy of the living trust. Please help. Thank you


Asked on 6/02/99, 11:34 am

1 Answer from Attorneys

Leslie Beckhart Law Offices of Leslie Kent Beckhart

Re: Need help to track down living trust

If you know who the trustee is, contact that person (or institution) and ask for a copy. If your half-sister is the trustee, or the trustee is uncooperative, hire an attorney. Sometimes a carefully drafted letter on legal firm letterhead results in someone cooperating. If that doesn't work, then file an action in probate court (Ventura County) for an accounting.

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Answered on 6/02/99, 9:19 pm


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