QUESTION
Am I entitled to an editable copy of my own trust?
Asked on Feb 17th, 2017 on Estate Planning - California
More details to this question:
The attorney I hired and paid to create my revocable trust refuses to give me an editable copy of my trust. She did email me a scanned copy in PDF format which is not editable. Is there case law that I can site to convince her otherwise?
1 ANSWER
Under Cal. state bar rules, you are entitled to all the papers in your file. I do not understand why she does not give you the file. ?Ask directly and demand a specific reason.
Answered on May 03rd, 2017 at 7:53 AM