Use this Demand Letter Template to Get Started
California’s Trust Law does not say whether an email or text qualifies as a written demand. Judges tend to take a broad view of what is a written demand. Having said that, for the cost of a stamp and a photocopy of your letter, it is a good idea to send a letter by mail.
Your written demand is going to be an exhibit in your petition to instruct the Trustee to provide a copy of the Trust. Knowing this, make sure your demand letter:
- Is easy to understand
- Provides your contact information
- Doesn't make any threats