Asked in Estate Planning for California

Q: Are all trusts filed in the courthouse? Is there somewhere I can locate the document on my own, without the trustee/at

If I performed a search would I be able to locate the document in my own, without contacting the trustee or attorney that drafted the trust?? And if so, where would I begin my search??

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1 Lawyer Answer
Sally Bergman
Sally Bergman
  • Estate Planning Lawyer
  • San Mateo, CA
  • Licensed in California

A: Trusts are not filed in the courthouse as they are intended to be confidential. If you are a beneficiary of a trust, you are entitled to a copy only after it has become irrevocable, which is typically when the person(s) who created the trust die. No attorney would ever give it to you unless his or her client specifically authorized them to do so.

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