Legal Question in Wills and Trusts in Oklahoma
Am I legally entitled to copy of trust
My grandad died 2/21/04. His wife preceded him. His son, my dad, died in '71. Dad has 6 sisters. My grandparents have a written trust which one of the 6 girls has handled and has posession of trust. Is it correct that since the trust was written by both grandparents that it could not be changed by granddad after grandma passed? I do not know if me and my brother are in the trust. We are legal heirs since dad is deceased. Do I have the right to ask for a copy of the trust as a legal heir? I am concerned as my aunt with the trust and POA says things will not be settled until Sept. and no one will get a copy of the trust until that time. That seems like a long time to keep the family waiting. Granddad's house was sold a few months ago but the aunts cleaned everything out of the house without notifying me or my brother. Also, if me or my brother are not mentioned in the trust do we have any legal recourse? There were a couple of items I had given to my grandparents but it is my understanding that much of the things in my granddad's house were donated to Goodwill. Am I entitled to a copy of the trust as a legal heir? If I am excluded from the trust does it have to specify that my brother and I are excluded from any inheritance?
1 Answer from Attorneys
Re: Am I legally entitled to copy of trust
Folks ... YOU NEED AN ATTORNEY!
Lets put it this way, a POA is invalid at death, whether or not the trust could be changed depends on its language. Whether or not they are pulling a fast one is yet another question. You need an Atty to force the issue and do it NOW! Don't waste time on the internet ... get to court!