Carson, CA asked in Family Law for California

Q: How can I obtain a copy of the trust that my father set up before his death?

My Mom is alive but is not of sound mind due to altzhimers & my brother has moved her into his home & taken all legal power away from her as far as I know.When my father died, he owned a business, several properties, & substancial amount of personal property.My brother has refused to inform me of what has become of anything. He did however inform me that he,"changed a few things" in the trust itself. But wont elaborate as to what. Dont I as a benific. have the right to see? If so how do I get copy of all paperwork concerning my intrest?

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1 Lawyer Answer
Mr. David Thomas Pisarra
Mr. David Thomas Pisarra
Answered
  • Santa Monica, CA
  • Licensed in California

A: If you know the lawyer who drafted the trust I would suggest you start there, as a beneficiary, you would have a right to know the contents of the trust.

If you do not know the lawyer, I would suggest you call a lawyer who specializes in Probate and Estate Planning to open a probate on your father's estate. This will give you the power of the court to determine what your rights are. You may have some, and you may not, it is possible that everything went into a trust for your mother, and you will only receive something after her passing.

Good luck.

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