Legal Question in Wills and Trusts in Oregon

How do I get a copy of my mom's will & trust

My mother died in 1999 leaving her property and belongings in a trust. My oldest sister was named as trustee (so she tells me) and has led me to believe that everything is in her control. I asked her for a copy of the will and trust and she seems very unwilling to provide. How can I get a copy to see what is in it.


Asked on 11/09/07, 1:46 pm

2 Answers from Attorneys
Donald Field Donald L. Field, Jr., Attorney at Law

Re: How do I get a copy of my mom's will & trust

see:

PROBATE CODE SECTION 16060 through 16064 and

PROBATE CODE SECTION 17200 through 17211

at:

http://www.leginfo.ca.gov/cgi-bin/calawquery?codesection=prob&codebody=&hits=20

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Answered on 11/10/07, 12:21 pm
Mitchell Roth MW Roth, Professional Law Corporation

Re: How do I get a copy of my mom's will & trust

You can and should hire a lawyer to send a letter to your sister informing her that under the law you are entitled to a copy of the trust document, and if she does not send you one you will file suit for an accounting.

If she is the trustee she is a fiduciary and required to act for the benefit of all beneficiaries.

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Answered on 11/09/07, 2:26 pm


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