What do you do when the trustee will not give you a copy of the trust?

 

A: First, never take "no" for an answer.  If you are a trust beneficiary then your common sense tells you that you are entitled to get a copy of the trust.  You are right.

Second, you or your trust litigation attorney sends a written demand to the trustee for a copy of the trust.  The demand doesn't have to be fancy and it should never be rude. Your demand letter may be an exhibit during a court proceeding so make sure it says what it should and you would comfortable having it displayed to the world.

Third, give the trustee sixty days to respond.  If you get the trust in that time then your problem is solved.  If the trust isn't send to you then go to step four.

Fourth, have your trust litigation attorney file a petition with the probate court to compel the trustee to provide you with a copy of the trust and pay attorney's fees and costs for you having to file the petition.

The Grossman Law Firm, A.P.C. are San Diego, California probate lawyers.  We help probate estates in San Diego County, California.  We appear in the San Diego probate court for probate cases that come San Diego County south of Escondido.  We appear in the North County San Diego/Vista probate court for probate cases that come from Escondido all the way north to Fallbrook, California.  If you  would like more information on probate and trust administration then order our free book The Insider's Guide to California Probate and Trust Administration as well as our free DVD Probate a Will or Administer a Trust After the Death of a Loved One.

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