QUESTION

Trust

Asked on Feb 18th, 2021 on Trusts and Estates - California
More details to this question:
I am a part of a trust. I think... Do I have a legal right to see the trust and any other legal instruments used to distribute my mother’s assets upon death?
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1 ANSWER

Estate Planning Attorney serving Woodland, CA
Partner at Sonin Law
3 Awards
Your question is not clear. If your mother is still alive, you have no rights to see any of her documents. If your mother is deceased, the trustee of the trust is obligated to send out a court-mandated mailing to all trust beneficiaries and all "heirs-at-law". You would at least be in the category of an "heir-at-law" (a person who would inherit if the decedent hadn't made a will or trust).  
Answered on Feb 22nd, 2021 at 3:51 PM

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