Table of Contents Key Takeaways Why Having a Copy of the Trust Matters Who Is Entitled...
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If you haven’t gotten a copy of the trust document, there might be other problems in...
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Who are Interested Parties? And what does that even mean? An interested party is someone who is entitled to receive notice about certain estate administration proceedings. Read more here.
California probate accountings require the inclusion of various schedules. View here for more from a Riverside probate attorney.
8 Tips for Transferring Cars without probate court approval in some California estate cases. For more information contact our firm today.
Trust beneficiaries are often concerned their trustee is not acting in their best interest. They often…
Should I Serve as the Executor? Has your loved one died in California with 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.
Generally, from a beneficiary’s perspective, the difference between trust litigation and financial elder abuse litigation is when the money or property was wrongfully taken.
Generally, if you were the beneficiary named in a California trust, you have the right to see a copy of the trust instrument, provided that your rights have vested. If your rights as a beneficiary have vested, you can request a copy of the trust instrument directly from the trustee.