My step brother who is not in my fathers trust what's a copy of his trust do I have to give him a copy ?
Hello, If he is not a beneficiary then he is not entitled to a copy of the trust.
San Ramon, CA
Estate planning Lawyer at San Ramon, CA
Practice Areas: Estate Planning, Elder Law ... +2 more
Hello, If he is not a beneficiary then he is not entitled to a copy of the trust.
Hello If there is no successor trustee the court will have to name one. If you are interested in serving it is recommended you retain counsel.
Hello It depends on how title was held. Go to county recorder for copy of deed.
Hello Work with a local attorney to establish a revocable living trust.
Hello It is important to know how title is held. If your mom owns property did she have trust or will. You will need legal support. Call...
Hello As you are doing business as your fathers agent on his behalf, reimbursement of expenses with receipts is reasonable.
Hello If assets are below 150k or retirement funds, probate does not have to be filed, but you should have access, especially if you are an heir...
Hello If the grantor of the trust is still alive and has competence, the house will not be distributed until the passing of the grantor. As...
Hello Since your Mom is still alive your brother is operating under the authority of a trust or power of attorney. He has no fiduciary duty to...
Hello Contact the bank first and ask if they provide notary services. Most banks do but only for clients.