Q: Do it require a lawyer to request a copy of a trust? A heir whether included or excluded can see a copy, right?
My father would like to see a copy of his parents trust, both parents have passed away.
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A: Generally, heirs have a right to see a copy of the trust after the grantor has passed away. You usually don't need a lawyer to request a copy, although having one might facilitate the process if the trustee is uncooperative. The trust document should specify which beneficiaries or heirs are entitled to see it.
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