Living Trust Beneficiary Rights

Summary

As a beneficiary of a living trust in California, you have the right to request a copy of the trust document and understand your entitlements. If the trustee or other parties are uncooperative, it may be necessary to consult with a lawyer experienced in California trust and estate law. This is especially important if there are potential issues with trust administration or distribution, such as not receiving an accounting of finances or being offered a settlement that seems inadequate. Legal advice can help you navigate these challenges and ensure your rights as a beneficiary are protected.

Full Conversation

Leslie Reeve
Hi Leslie! How can I assist you with your legal issue today?
Living Trust Advice
Hey Leslie! Creating a living trust can be a great way to manage your assets and ensure they are distributed according to your wishes. In Idaho, here are a few things to consider:
- A living trust can help avoid probate, which can save time and money.
- You'll need to appoint a trustee to manage the trust.
- Ensure all assets you want included are properly titled in the trust's name.
Do you have specific questions about setting up a living trust?
I am the benificiary of my fathers living trust
As the beneficiary of your father's living trust, it's important to understand your rights and responsibilities. Here are a few key points:
- Review the trust document to understand its terms and conditions.
- Communicate with the trustee for updates on trust management and distributions.
- Ensure you receive any distributions you are entitled to.
If you have specific questions about the trust, feel free to ask!
My father died December *, *. He left me as the main benificiary of his sizeable estate. When he died I called his wife and asked her for a copy of the Living Trust. What I got instead was a letter from her which I can upload.
Case Rating: *
It sounds like you might be dealing with a complex estate situation. In Idaho, as a beneficiary, you typically have the right to request a copy of the trust document to understand your entitlements. Have you tried reaching out to the trustee or the attorney who handled your father's estate for more information?
Yes. When I called the attorney who set it up he said he did not have a copy and I would have to get it from her. I called her back and again requested she send me a copy she said no and that if i called her again she would have me arrested for harrasement. The living trust is in California
Case Rating: *
It seems like you might have a high-value case, especially since you're dealing with a sizeable estate and potential legal hurdles. Would you like to be connected to local lawyers who can better assist you with your case?
If so, could you provide more information about any legal actions already taken or any other relevant details?
My fathers worth at time of death was approximately *.* million I was left as his benificiary. When he died I requested a copy of the Living Trust he signed when it did not come I called the lawyer who set it up and he said I would not get anything until his wife died and he did not have a copy to send me. Even though they sent me a letter stating "Notification by trustee pursuant to probate code section *.*. When I received it I then wrote her a letter again requesting a copy as it stated in paragraph *. She would not and threatened to have me arrested if i tried to contact her again. She died in Jan * the new lawyer offered me *,*.* from my dad's estate and *,*.* from the new trust she made up with her son as trustee after my dad's death.
Case Rating: *
This situation involves a significant estate and potential disputes over trust administration. It may be worth consulting with a lawyer to explore your rights as a beneficiary and address any discrepancies in the trust's distribution.
Would you like to be connected to local lawyers who can better assist you with your case?
Can you provide a bit more information about any legal actions already taken or any other relevant details?
She and her son have been living off the rents of these poperty's and even formed a rental company using his assests for more than 13 years. The will not give me an accounting of the finances, a copy of the trust, or any information. The new lawyer representing the son is sending me copies of the original trust and copy of the new one she set up as a survivor.
Case Rating: *
This appears to be a high-value case due to the sizeable estate and potential issues with trust administration. Would you like to be connected to local lawyers who can better assist you with your case? If so, could you share a bit more about any legal actions already taken or any other relevant details?
I live on Social Security and they know I can not afford an attorney to fight this case. That is why they are doing this. I would be glad to give a percentage of any inheiritance I recieved and if wrong doing be found I want to sue them to pay for attorney fees.
Case Rating: *
It definitely sounds like a high-value case, Leslie, given the significant estate and potential trust mismanagement. Would you like to be connected to local lawyers who can better assist you with your case? If so, could you provide your phone number?
Leslie Reeve *-*-* I live in Orofino, Idaho
Case Rating: *
It seems like a high-value case with potential issues in trust administration and a sizeable estate. Would you like to be connected to local lawyers who can better assist you with your case? If so, I will need to collect some information. Could you confirm your email address, if you wish to provide one?
No that is it and I would like to discuss this with an attorney but don't I need a lawyer who is versed in California law?
Case Rating: *
Given the living trust is in California, it is advisable to consult with a lawyer experienced in California trust and estate law. They will be better equipped to navigate the specific legal requirements and challenges you are facing. If you need further assistance, feel free to ask!