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If you know their attorney you can contact that office and inquire about obtaining a copy of the trust. Otherwise you must search through all their collections of papers and documents, their safe or lock box and a bank deposit box if they have one. You can ask their contemporaries (both friends and relatives) if they know where the trust document might be, or what attorney your parents may have used if you don't know that information.

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10y ago

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How can an adult child get a copy of their deceased parents' living trust when a brother who is the trustee refuses to supply one?

Contact the Attorney or whomever Legally drew up the Trust. * The attorney will not give out such information. If the trustee refuses to supply the beneficiaries with a copy of the trust or the information that is sought, the interested party will need to petition the probate court for a copy of the document.


How to get a copy of a trust if the trustee refuses to?

Depending on your specific situation, there are three ways to get a copy of a trust. First, you can request a copy through one of the beneficiary's of the trust. The second option is to write a formal demand letter to the trustee requesting a copy. The final solution is to file a petition in probate court requesting a copy of the trust.


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What can you do if your parents life insurance was left in trust to an aunt and was to be distributed between you and siblings but was not and now many years have passed?

Technically, your aunt is bound by the trust to follow the specifications laid out by the grantor (assumedly your parents). However, if she has not chosen to disburse the funds according to the trust stipulations, there may have been a loophole written into the trust that allows her to do that. If not and she is in breech of the trust, she will have to be forced to do so by a court. This might require litigation. Your best bet is to find an estate planning attorney to get advice. If you do not have a copy of the trust, the attorney can work to get one, review it, and determine what rights you have and then you can proceed from there.


Is a beneficiary of a trust entitled to a complete copy of the trust agreement if one of the settlers is still alive?

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