How may I obtain a copy of the trust for my parents’ property?
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How may I obtain a copy of the trust for my parents’ property?
I’m a younger of4siblings, each are equal heirs to our parents’ farm and home. The older 2 siblings are named as executors in the trust, and are keeping possession of the trust document. They say they have all of the decision-making power over what is to be done with the property, etc. How do I go about acquiring a copy of the trust?
Asked on July 26, 2011 Missouri
Answers:
FreeAdvice Contributing Attorney / FreeAdvice Contributing Attorney
Answered 12 years ago | Contributor
Are your parents still alive? If they are, even though you may be a beneficary under their trust agreement, you have no right at this time to review it.
However, if both have passed or are incapacitated where there is a guardian for them, then you as a designated beneficiary under their trust have a right to see it. Ask the trustees of the trust for a copy orally and in writing. Keep a copy of the letter asking for a copy of the trust. If not provided within a reasonable time period, you can file a petition with the court against the trust's trustees seeking an order from the court for a copy to be delivered to you for review.
You should retain an attorney for the possible filing of the suggested petition to obtain a copy of the trust where you are one of its beneficiaries.
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