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.
Articles about Petitions
If a trustee has mismanaged assets or property, which caused a significant loss of value, the first thing you want to do is determine how the estate was mismanaged.
If you are the beneficiary of a trust in California and suspect that the trustee has engaged in wrongdoing, you may decide to pursue legal action.
When filing a petition to initiate a lawsuit involving a trust, you must state your claims. You do not need to prove these claims are true at this stage.
When a trustee mismanages assets or refuses to comply with trust terms, beneficiaries have several options. Consider asking the court to remove the trustee.
If a de facto trustee in California takes a trustee’s fee from a trust, does it violate California trust law?
Whether or not a person rightfully took trustee’s fees from a California trust depends on the terms of the trust instrument and whether or not the person was a named trustee in the document, a de facto trustee, or a trustee de son tort.
During the probate of an estate, interested parties can petition the court to revoke the will. Minors are given a longer opportunity to initiate this action.
When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.