How can I access a living Trust that I believe I am involved in?

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How can I access a living Trust that I believe I am involved in?

My grandmother passed away but had recently stated that she left me something in her living Trust but my uncle, who claims to be the sole beneficiary, will not let me see it. Is there a way I can request a copy of my grandmother’s Will or living Trust?

Asked on August 5, 2013 under Estate Planning, Washington

Answers:

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

Answered 8 years ago | Contributor

I am so sorry for your loss.  A Living Trust is a trust that is created for your benefit while you are alive.  But it does also state what happens to your assets when you die, much like a Will.  THose that are entitled to see a copy of the trust are - besides the lawyer and trustee - the beneficiaries named in it.  If you believe that you are a named beneficiary and that the trustee is holding assets from you, you need to contest the trust and force the trustee to give you a copy.  You may need legal help with this.  See if you can hire an attorney on a flat fee to send a letter on your behalf.  Good luck.


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