Living trust
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Living trust
My family has a living trust. My father has
passed. I am listed as a beneficiary. Can I get a
copy of the trust without my mothers
permission
Asked on October 17, 2019 under Estate Planning, California
Answers:
SJZ, Member, New York Bar / FreeAdvice Contributing Attorney
Answered 5 years ago | Contributor
The only way to get a copy would be, if you are or believe you are a beneficiary of the trust, to bring a legal action (traditionally called an action "for an accounting") against the trustee, alleging that they are violating their fiduciary duty by not sharing informnation with you. In the lawsuit, you can use legal mechanisms called "discovery" to get a copy of the trust.
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