How do I go about reviewing my trust that was giving to me I have all the documents I don't no how to go about it please help me
Left me a trust fund either when I finish an 5 year collage or when I turn 25 and I turned 25 in January I have a copy of the trust/will I just don't no how to go about getting what she left me
3 attorney answers
Make written demand on trustee for distribution.
If trustee fails to make the distribution, review all documents and facts with trust counsel.
I agree that you need to make a written demand to the Trustee to receive your share of the Trust fund. Have you ever obtained any financial information from the Trust, or an accounting? That would be a good place to start, by asking for an accounting. You can also ask for a timeframe for your distribution. This can all be done in a simple letter or email to the Trustee. The trustee then has 60 days to respond to your requests. If you do not hear anything, or the Trustee is not helpful, then you have to file a petition with the Court to force the distribution. It may be best to consult with a lawyer, but you can send a letter or email on your own to at least start the process.
The trust provides for a trustee to administer the trust after the death of your grandmother. I suggest that you consult with a probate/trust attorney as to the best way to proceed. If you cannot find one, the Bar Association of San Francisco has a lawyer referral service that can recommend one to you.
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