Anonymous
05/24/2016 07:44
Subject: How do I get a copy of a trust?
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.
Anonymous
05/24/2016 07:09
Subject: How do I get a copy of a trust?
You are kind of at the mercy of the trustee of the trustee has rights to use the trust for health and welfare.
Anonymous
05/23/2016 23:08
Subject: Re:How do I get a copy of a trust?
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.
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
05/23/2016 22:59
Subject: How do I get a copy of a trust?
Why aren't you telling us how you know? It matters for the advice that we will give. Why so cagey?
Anonymous
05/23/2016 22:54
Subject: How do I get a copy of a trust?
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
05/23/2016 22:52
Subject: How do I get a copy of a trust?
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
05/23/2016 22:52
Subject: How do I get a copy of a trust?
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
05/23/2016 22:49
Subject: How do I get a copy of a trust?
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
05/23/2016 22:47
Subject: How do I get a copy of a trust?
Anonymous wrote:Do you know for sure that you are a beneficiary?
Yes.
Anonymous
05/23/2016 22:40
Subject: How do I get a copy of a trust?
Do you know for sure that you are a beneficiary?
Anonymous
05/23/2016 22:19
Subject: How do I get a copy of a trust?
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
05/23/2016 22:19
Subject: How do I get a copy of a trust?
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
05/23/2016 21:59
Subject: How do I get a copy of a trust?
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.
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
05/23/2016 21:51
Subject: How do I get a copy of a trust?
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
05/23/2016 21:47
Subject: How do I get a copy of a trust?
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.