QUESTION
brother won't give me a copy of trust that I am named in
Asked on Nov 01st, 2017 on Trusts and Estates - California
More details to this question:
a brother and sister trust ---mother recently died and left money in the trust for both of us--he won't tell me how much money she left me--said it was none of my business-what can I do?
1 ANSWER
Estate Litigation Attorney serving Redlands, CA
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You would first send a demand letter to the trustee requesting an accounting and a copy of the trust. If he refuses, then you would sue him in probate court to be removed as trustee for breach of fiduciary duty. Call or email an attorney for a full consultation.
Answered on Nov 02nd, 2017 at 2:32 PM