Do I have the right or how can I learn of the complete assets in a living trust?

by john
(California)

My mother and father had a living trust created for their four children. When my mom passed away in 2004 my father then took over the trust as planned with my sister named trustee on his death. The trust simply and quite clearly states that all assets be divided equally among us four children.


My father just passed away and my sister informed me I would be getting my share shortly. She has been the bookkeeper for my father for many years. I have lived in another state for the last 35 years. I would like to see exactly what assets my father had when he died.

Is it possible and how?

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Mar 21, 2011
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Executor Duties
by: Anonymous

First, you should simply request a listing of those assets from your sister. If she won't provide them, then you'll need to talk to a local estate planning attorney about whether you can comply her to under your state law. Every state has different rules about the specific requirements on trustees and executors.

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