| Of immediate family member? Do I have to petition the court (i.e.: do I need to hire a lawyer), or is there a cheaper way to go about this? If I ask for it, the answer will be "no", and the attorney that drew up the original trust is no longer practicing. Where do I start? (Not this area, BYW). |
| Why do you want it? |
Immediate family member. Executor may not be above board. |
So you're not the executor of the trust, and I assume not a beneficiary of the trust, is that right? Its NONE of your business and you don't need access to it. |
| What interest do you have in the trust? |
Immediate relative. |
Answer: this poster does not know the answer. |
Actually the poster has the correct answer. OP says that a direct request will get a no. As in, none of his business. And it isn't. |
| If you aren't a beneficiary you have no right to the information. But the immediate family beneficiary does, so you'd have to go through that person to make a direct demand to see the trust instrument. You as a non interested party have no more right to see it than I do. |
In the trust? No your relationship to the grantor. But what interest do you have in the trust? Back-up trustee? A beneficiary? |
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OP I think you're just being nosy and I don't believe you're an immediate relative to the beneficiary or executor to the trust.
I think you're probably just a neighbor... |
| 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. |
I think she's saying she believes she is a beneficiary. |
Why? |
Yes. |