how to find out where parents will trust attorney

I would check to see if your parents have a safe deposit box that could contain their trust. In addition to the "recording requested by" information on the transfer deed, you can sometimes determine who the attorney who prepared the trust is by looking at the notary page. Many estate planning attorneys are also notaries.

Full Answer

Can I get a copy of my parents’ trust?

Aug 13, 2012 · The easiest way to find out about a will or trust is to ask your father's wife. I'm guessing that she is not your mother and the relationship may not be perfect between you and her. You could engage an attorney who could place an ad in the local bar news requesting information about a will or trust. This is done quite often.

How do I find a copy of a living trust in California?

If you can’t find original living trust documents, you can contact the California Bar Association for assistance. Trusts aren’t recorded anywhere, so you can’t go to the County Recorder’s office in the courthouse to ask to see a copy of the trust.

How do I find out if my father has a will?

The trust becomes irrevocable, and then you would be entitled to receive a copy of it even if you were not named as a beneficiary. Under California Probate Code section 16061.7 every trust beneficiary and every heir-at-law of the decedent is entitled to receive a copy of the trust document. And $995 for couples.

How do I find a deceased lawyer's Lawyer?

Mar 01, 2017 · tel: (832) 408-0505. Private message. Call. Message. Profile. Posted on Mar 1, 2017. If you are not a beneficiary under the trust, you legally do not have a right to a copy of the trust. You might want to contact the attorney who drafted her will, chances are he/she drafted the trust too, however, if you are not a beneficiary, you do not get a copy...

How to get a copy of a trust?

The only way to obtain a copy of the Trust is to demand a copy from the Trustee (or whoever has a copy of the documents, if not the Trustee).

Can you see a copy of a trust in California?

By the way, Trusts are not recorded anywhere. That means you cannot go to the County Recorder’s office and ask to see a copy of the Trust. And you cannot go to any other California government office and ask to see the Trust. Trusts are private documents and they typically remain private even after someone dies.

Where are trust documents kept?

In some cases, the original trust documents are kept in the drafting attorney’s safe , and the client is provided with copies of the signed documents. When the drafting attorney moves or retires, the original documents can be returned to the client or transferred to the attorney who is taking over the practice.

Where to store a living trust?

It’s important to store your living trust document in a fireproof and waterproof box in your home or in a safe deposit box. Make sure that your spouse, partner, or successor trustee knows the location of your original document.

Do you need a copy of a trust agreement?

So, your investment adviser may be able to provide you with a copy. In addition, your tax preparers and accountants should have copies of the trust agreement along with a copy of your will in their permanent files.

What to do if a trust fails in San Diego?

If the trustee fails or is refusing to comply, you must file a petition for trust documents with the probate court in San Diego. The petition can take the form of a letter, fax, or email, asking for a full and complete copy of the trust documents, including all amendments.

What is an irrevocable trust?

Irrevocable trusts, on the other hand, are ones in which the trust terms cannot be modified, changed, or terminated without the consent of the beneficiary or trust heirs. By creating an irrevocable trust, the grantor (s) has effectively transferred all ownership of their assets into the trust and have legally removed all of their rights ...

1 attorney answer

If you are not a beneficiary under the trust, you legally do not have a right to a copy of the trust.#N#You might want to contact the attorney who drafted her will, chances are he/she drafted the trust too, however, if you are not a beneficiary, you do not get a copy...

Gratia P. Schoemakers

If you are not a beneficiary under the trust, you legally do not have a right to a copy of the trust.#N#You might want to contact the attorney who drafted her will, chances are he/she drafted the trust too, however, if you are not a beneficiary, you do not get a copy...

How to help a deceased person?

Ask them if they know about events in the deceased's life that would have required legal representation, like an arrest or a lawsuit. Follow up on any leads.

What documents require notarization?

Signatures on deeds, divorce settlement agreements and affidavits are examples of documents that require notarization. If the deceased's signature was notarized, that means that he signed the document before a notary public.