How do I get a copy of a Trust of which I am a beneficiary?

My father, who is still living, has put me on his Trust as a beneficiary. I am on my father’s Trust as a beneficiary. I am trying to get a copy of the trust. Do I have a legal right to obtain a copy of the Trust?

Asked on August 17, 2012 under Estate Planning, Oklahoma


M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 8 years ago | Contributor

Once the "settlor" of the trust - that would be your Father - has passed (as I am assuming that he is the bebeficiary of the proceeds while he is alive) then you should receive a copy of the trust. You are most likely not a beneficiary now while he is alive and so you have no rights as of yet.  Good luck.

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