Legal Question in Wills and Trusts in California

In a living trust , living will ....In others words if a family member has been put in charge of others Is the rest of the have the right to know what was said in the living will, trust ...not sure what one they had ?


Asked on 5/15/12, 8:45 pm

2 Answer from Attorneys

Jennifer Rouse Meissner Joseph & Palley

A living will is a document where one states end of life decisions and has nothing to do with distribution of assets. A copy of a living trust must be given to all heirs and beneficiaries once it becomes irrevocable which typically happens upon the death of the settlor/trustor/grantor/trustmaker. If the settlor/trustor/grantor/trustmaker is still living, then it is up to that person who sees a copy of the trust. If the trust does become irrevocable and the trustee does not give notice to all the heirs and beneficiaries, then the trustee is liable for all attorney fees and costs associated with an heir or beneficiary obtaining a copy.

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Answered on 5/16/12, 6:35 am


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