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  1. #11
    Join Date
    Mar 2012
    Location
    Georgia
    Posts
    149

    Default Re: How to Enforce Right to See Trust in California

    Quote Quoting Mr. Knowitall
    View Post
    It is misleading to suggest that it is likely that trust is on file with a court, or that trusts are filed with courts as a matter of routine.
    Not misleading, partner. My usual approach, as it was here, is to suggest trying to find the document before engaging in long, expensive legal proceedings.

    That's why I suggested the OP check with the Superior Court first, then decide what can/should be done.

    Maybe I wasn't clear enough on that.

  2. #12
    Join Date
    Sep 2005
    Location
    Behind a Desk
    Posts
    73,037

    Default Re: How to Enforce Right to See Trust in California

    If you're not a beneficiary, you have no basis to compel disclosure of the trust to you. If you really want a copy, find a beneficiary who is willing to show you a copy.

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