Anonymous
Post 05/23/2016 21:46     Subject: How do I get a copy of a trust?
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.
Anonymous
Post 05/23/2016 21:42     Subject: How do I get a copy of a trust?
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.


Why?
Anonymous
Post 05/23/2016 21:41     Subject: How do I get a copy of a trust?
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.
Anonymous
Post 05/23/2016 21:36     Subject: How do I get a copy of a trust?
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.
Anonymous
Post 05/23/2016 21:36     Subject: How do I get a copy of a trust?
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...
Anonymous
Post 05/23/2016 21:28     Subject: How do I get a copy of a trust?
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?
Anonymous
Post 05/23/2016 21:25     Subject: How do I get a copy of a trust?
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.
Anonymous
Post 05/23/2016 21:11     Subject: How do I get a copy of a trust?
Anonymous wrote:
Anonymous wrote:
Anonymous wrote:
Anonymous wrote: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.


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.
Anonymous
Post 05/23/2016 21:07     Subject: How do I get a copy of a trust?
Anonymous wrote:
Anonymous wrote:
Anonymous wrote: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.


Answer: this poster does not know the answer.
Anonymous
Post 05/23/2016 21:06     Subject: How do I get a copy of a trust?
Anonymous wrote:What interest do you have in the trust?


Immediate relative.
Anonymous
Post 05/23/2016 20:59     Subject: How do I get a copy of a trust?
What interest do you have in the trust?
Anonymous
Post 05/23/2016 20:57     Subject: How do I get a copy of a trust?
Anonymous wrote:
Anonymous wrote: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.
Anonymous
Post 05/23/2016 20:10     Subject: How do I get a copy of a trust?
Anonymous wrote:Why do you want it?


Immediate family member. Executor may not be above board.
Anonymous
Post 05/23/2016 20:06     Subject: How do I get a copy of a trust?
Why do you want it?
Anonymous
Post 05/23/2016 19:55     Subject: How do I get a copy of a trust?
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).