Legal Question in Wills and Trusts in Florida
My Mother has a will & trust in Fl. she passed in October.She disinherited my brother & his family who live in California,She also has a NJ Trust that my father had established with property in Nj which my brother & I are co trustees.Before selling the property his NJ atty is demanding a copy of the Fl will.Since he is not a beneficiary must I provide him a copy?
3 Answers from Attorneys
Let your attorney deal with it. Sounds like he should get a copy which describes what he does not get. No copy will bring lawsuit for sure. Your attorney is in best position to assess
If the estate was probated the Will becomes a matter of public record. As Mr. Stein states, no copy will bring lawsuit.
If his attorney is so adamant about getting a copy, have him check with probate. If the estate is not probated, then you can be compelled via a lawsuit to produce it.
Yes. Give it to him. I don't see any reason why you would want to keep it from him even if you could
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