Re: Getting a Copy of a Trust
FIL lost paper worth $2 mil? Not very careful is he. Why would you believe the others would not disclose the name of the firm? The trustee cannot disburse funds due your wife to them so they do not gain anything by not disclosing such info. This almost sounds like a BS story a parent would tell their child when a child does not follow the parents direction when growing up and then needing an explanation as to why she isn't getting any money now.
My wife's uncle died about 7 years ago, and before he died he created a (I believe) living trust leaving her 2 million dollars. She was about 12 at the time. Unfortunately neither my wife nor her parents know the exact terms of the trust. My father-in-law had a copy of the trust but no longer knows where it is. We also don't know the name of the law firm that handles the trust.
well, you can't get it from somebody unless you know who has it. You might try contacting the court that probated the will. The trust may have been altered by the will and as such, the trustee may be listed.
Her uncle's son and daughter are currently living off the interest of the trust, and they no doubt know more than we do about the details, but it's unlikely they'd be willing to share this information with us. Is there anyway to get a copy of the trust without knowing what law firm handles it?
glad it is just curiosity since you can do nothing now but it sounds as if there may have been undue influence or an incapacity to write a will which are both grounds to contest a will.
so this second question is mainly out of curiosity.
I am not an attorney and any advice is not to be construed as legal advice. You might even want to ignore my advice. Actually, there are plenty of real attorneys that you might want to ignore as well.