How do I get a copy of a trust?

[Anonymous]

Anonymous wrote:I was the beneficiary to a trust, and I coyjdnt even get a copy. The trustee has to ok it. Do you know who the trustee is? If it's the executor, good luck. You are probably SOL.

Yes.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:What interest do you have in the trust?

Immediate relative.

In the trust? No your relationship to the grantor. But what interest do you have in the trust? Back-up trustee? A beneficiary?

I think she's saying she believes she is a beneficiary.

Yes.

Do you know this? You could petition the court.

[Anonymous]

So wait, you think you're a beneficiary of a trust and the trustee is refusing to give you a copy? They are required to, and that would be a breach of their duties, so you could complain to the court.

Why are you giving one-word answers? How about you actually tell us what the hell is going on and don't make us guess, and you might actually get useful information.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:What interest do you have in the trust?

Immediate relative.

In the trust? No your relationship to the grantor. But what interest do you have in the trust? Back-up trustee? A beneficiary?

I think she's saying she believes she is a beneficiary.

Yes.

Do you know this? You could petition the court.

How?

[Anonymous]

Anonymous wrote:So wait, you think you're a beneficiary of a trust and the trustee is refusing to give you a copy? They are required to, and that would be a breach of their duties, so you could complain to the court.

Why are you giving one-word answers? How about you actually tell us what the hell is going on and don't make us guess, and you might actually get useful information.

If I knew more, I would tell you more. I know very little about the situation, unfortunately.

[Anonymous]

Do you know for sure that you are a beneficiary?

[Anonymous]

Anonymous wrote:Do you know for sure that you are a beneficiary?

Yes.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Do you know for sure that you are a beneficiary?

Yes.

How do you know this? And what kind of trust is it?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Do you know for sure that you are a beneficiary?

Yes.

How do you know this? And what kind of trust is it?

How do I find that out?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Do you know for sure that you are a beneficiary?

Yes.

How do you know this? And what kind of trust is it?

How do I find that out?

How do you know you are a beneficiary? Is the grantor alive or dead?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Do you know for sure that you are a beneficiary?

Yes.

How do you know this? And what kind of trust is it?

How do I find that out?

How do you know you are a beneficiary? Is the grantor alive or dead?

My guess is the grantor is deceased b/c the lawyer who drew up the trust is no longer practicing--probably retired.

OP, how do you know you are a beneficiary?

[Anonymous]

Why aren't you telling us how you know? It matters for the advice that we will give. Why so cagey?

[Anonymous]

OP,

If you are in fact a beneficiary, then you need to ask the trustee directly for documentation. Lawfully, they need to provide it:
http://www.hickman-lowder.com/resources/published-articles-of-interest/270

A trust is different from a will, and I don't think an executor of a will is required to provide you a copy of a will unless you're actually named in the will.

[Anonymous]

You are kind of at the mercy of the trustee of the trustee has rights to use the trust for health and welfare.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Do you know for sure that you are a beneficiary?

Yes.

How do you know this? And what kind of trust is it?

How do I find that out?

How do you know you are a beneficiary? Is the grantor alive or dead?

Dead, now. Was told about it when grantor alive.