Do I have a right as the son of the deceased to receive a copy of the family trust?
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Do I have a right as the son of the deceased to receive a copy of the family trust?
My father died recently and my sister said there was no trust but an amendment to the trust that she had my father sign 3 months ago. The amendment just changed the trustee from my father to my sister. I told her that as a beneficiary or heir that I was entitled to a copy. She told me that I was not a beneficiary or heir and was not named at all. She said that she was sole beneficiary. I also have 2 other sisters. All 4 of us have the same parentage. All 3 sisters have cleaned out the family home. Now, our mother is still alive but lives in a nursing home due to a stroke.
Asked on August 7, 2012 under Estate Planning, California
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 11 years ago | Contributor
I am so sorry for your loss and for the situation. If you believe that some thing went amiss here and your sister in some way unduly influenced your Dad then I think that you need to challenge what is going on. I am sure that your other sisters would like to know as well. Beneficiaries of a trust do have a right to a copy. But you have no idea what it says. You are going to need legal help here. Good luck.
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