A living trust is created and goes into existence during the life of the settlor (the creator of the trust). It can hold assets of the settlor while the settlor is alive. The trust would typically have provisions for the distribution of assets upon the death of the settlor. The trust document is not a matter of public record. A will goes into effect at the death of the creator of the will (the testator). The will contains provisions for the distribution of assets owned by the testator at the time of his death. Assets owned in the trust are not subject to probate. Typically, the settlor would have a will in addition to the trust. The will would typically transfer assets owned by the testator into the trust at the time of death but it could also have other testamentary provisions. Statute requires that the will be filed within 30 days of the date of death. An interested party could open a probate based upon the will, if filed, or an intestate estate if no will is on file. An interested party can open the probate even if another person is nominated as the executor. Once a probate is opened, an interested party could force the court appointed representative to obtain and disclose a copy of the trust for the family to see. Given the fact that the family can force disclosure of the trust document it would make sense that the trustee under the living trust should provide a copy to the family.
Answered on Dec 06th, 2013 at 12:01 PM