Legal Question in Wills and Trusts in Pennsylvania
my mother and stepfather had a trust, My mother passed away and i have not been able to read the trust, she said i was due money before she passed , But my stepfather and i are estranged what steps should i take to see the trust?
1 Answer from Attorneys
Trusts do not usually have to be filed with the court, but it depends on whether this was a testamentary or revocable living trust. If its a testamentary trust, it is in a will and wills are filed with the court. So in that case, read the will.
If its a revocable living trust, these are not filed as I indicated. Only the beneficiaries are entitiled to a copy of the trust. I would write a letter to the trustee and request a copy of the trust. If that fails, then have a probate/trust attorney make inquiry on your behalf.
I understand what your mother said, but that is not generally important. Its what she put in her trust. I don't know what assets she had at the time of her death, how the assets were titled or what provision she made for you. The only way to know is to find out what the trust says. If your mother had any non-probate assets (like life insurance or an IRA) were you the beneficiary of that? If so, you don't need to wait but would submit claim forms to the insurer or plan administrator.
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