This was very helpful, thank you. B trust was required to be funded with half of community property, etc. Never happened. Dad was told what to do when mom passed, but declined and set up a new revocable trust instead; and I beieve this does impact all beneficiaries of inheritance.

Yikes. Is your father still alive? If not, whoever is nominated as Successor trustee of his new, revocable trust likely ought to take all of the documents to an attorney and figure out what assets are where, how they are titled, and the distribution terms of the original trust. Often, the B trust is irrevocable upon the first death. The trustee of the new trust may need to petition the court for instructions.

An attorney needs to review both the original A/B trust and the newer trust. If you have a situation where there is likely to be a fight among the beneficiaries I suggest immediate mediation of any claims. Otherwise, the cost of litigation is likely to be substantial.

It appears since the newer trust TTD) is revocable, I'm not sure it can be viewed. Dad's attorney represents him, and it's private. After he passes, it would be too late to do anything? We need to investigate further. Thank you.