Writing a Demand Letter Free Template

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Download TEMPLate How to Get a Copy of a Trust
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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

The Grossman Law Firm has over 25 years of successful law experience in the California Probate Courts. Call our office to schedule a free phone consultation at (888) 443-6590.

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If you have more questions about your rights as a beneficiary and what you should know moving forward, then please review our articles on:  

                      How to Get a Copy of a Trust;

                            Beneficiary's Rights in California; 

                            Removing a Trustee in California

For more information on Trust Litigation, next check out our complete Overview of California Trust Litigation.

Please give us a call or fill out our Get Help Now form, if you are still having trouble, have more questions or want to talk to someone about your case.

It is best to reach out as soon as possible. The longer you wait, the more damage your trust could take. We would be happy to discuss if we can assist you. Please call us at (888) 443-6590. 

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