Q: How to get copy of deceased mother's Living trust after her death? The successor trustee (my brother) will not furnish.
Mother died, said all of her estate would be split equally between my brother and I. He has given me part of inheritance but refuses to give me a simplified report of any kind of what was in the trust and I don't think that I have received my proper portion. Do I need to file a claim thru Probate Court even though estate did not pass thru the Court?
A: If the trust was established in Ohio, then you are entitled to a copy of the trust and a full accounting.
A: If you are a named beneficiary of the trust, then send your brother a letter requesting a copy of the trust and all financial documents. If he refuses, then you can file with the court. You can try that yourself or use the Find a Lawyer tab and retain an attorney where the brother lives to assist you.
Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.
The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.
Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.
