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  1. #1

    Default Getting a Copy of a Trust

    My question involves estate proceedings in the state of: Nevada

    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.

    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?

    I do have another semi-related question. Before her uncle's death, he drafted a will. However, the day of his death his son and his attorney came into the room with him, shut the door, and had him sign a revised copy of the will. He was very sick and was barely coherent at the time. He actually signed the will very sloppily, and misspelled his name severely, signing the same letters over and over again. In the revised copy he actually left his own mother out of his will, which he never would have done if he was of sound mind. Is this legal? Is there anything that can be done about this? All of these events happened years ago, and his mother has since passed away, so this second question is mainly out of curiosity.

    Thank you very much.

  2. #2
    Join Date
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    Default Re: Getting a Copy of a Trust

    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.
    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.

    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?
    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.
    so this second question is mainly out of curiosity.
    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.
    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.

  3. #3

    Default Re: Getting a Copy of a Trust

    Thanks for the information. This isn't a case of the parent not telling her. The trust was created 7 years ago, and since then they have moved twice. After running into financial problems my FIL actually lost an entire storage unit worth of personal items, which we didn't realize until recently may have contained the copy of the trust.

    If necessary we'll attempt to get the information from the kids of her uncle, but they aren't on speaking terms with her family. I do know the general region of the law firm. It's somewhere in Las Vegas, specifically Summerlin, and more specifically somewhere near Hualapai and Sahara or Flamingo. I actually browsed through every law firm in Las Vegas that handles trusts, and called a few that we thought could have it, but haven't had any luck so far. We're actually considering flying to Vegas to try to locate the firm, but if there's any other way we'd like to try that first.

    Thank you for your help.

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