Legal Question in Wills and Trusts in California

Is a trustee/executor of a living trust required to send a beneficiary a copy of said trust if requested? It's been a year and myself along with some beneficiaries have recieved nothing but excuses, (I lost an insurance check, I need to file taxes, etc.), a few others who complained were paid off months ago. Is this standard procedure? Thanks, Mike


Asked on 10/02/09, 2:55 pm

2 Answers from Attorneys
Chris Johnson Christopher B. Johnson, Attorney at Law

It's not, and if it's been more than 60 days since your written request, you can compel a copy in court. The trustee is also required to send a notice to you under Probate Code section 16061.7 allowing you to request a copy--it also starts the statute of limitations period running for trust contests.

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Answered on 10/02/09, 3:04 pm
OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Complain loud a clear with a real threat of sanctions. Contact me directly.

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Answered on 10/03/09, 6:58 pm


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