California | Wills and Trusts
Legal Question
Is a trustee/executor of a living trust required to send a beneficiary a copy of said trust if requested? It's been a year and myself along with some beneficiaries have recieved nothing but excuses, (I lost an insurance check, I need to file taxes, etc.), a few others who complained were paid off months ago. Is this standard procedure? Thanks, Mike
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Legal Answer
It's not, and if it's been more than 60 days since your written request, you can compel a copy in court. The trustee is also required to send a notice to you under Probate Code section 16061.7 allowing you to request a copy--it also starts the statute of limitations period running for trust contests.
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Christopher B. Johnson, Attorney at Law 790 East Colorado Boulevard, Ninth Floor Pasadena, CA 91101
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Legal Answer
Complain loud a clear with a real threat of sanctions. Contact me directly.
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OCEAN BEACH ASSOCIATES 2185 Sunset Cliffs Blvd. San Diego, CA 92107
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