How can I obtain a copy of the living trust my mother has set up? 13 Answers as of August 23, 2017

My family has owned a family business for over 25 years. A few years ago, my mother changed the details of the trust and I need to get a copy of the trust. How do I accomplish this?

Ask a Local Attorney. 100% Anonymous. Free Answers.

Free Case Evaluation by a Local Lawyer: Click here
Minor, Bandonis and Haggerty, P.C.
Minor, Bandonis and Haggerty, P.C. | Brian Haggerty
Send her a letter requesting a copy. Be careful. She could elect to write you out of the trust.
Answer Applies to: Oregon
Replied: 8/23/2017
Gates' Law, PLLC | Thomas E. Gates
Sorry, you cannot get a copy of the trust. You lack standing to do so.
Answer Applies to: Washington
Replied: 8/21/2017
Goldstein and Peck. P.C.
Goldstein and Peck. P.C. | William J. Kupinse, Jr
Ask your mother.
Answer Applies to: Connecticut
Replied: 8/21/2017
Irsfeld, Irsfeld & Younger LLP | Norman H. Green
If your mother is still alive and serving as trustee, you have no right to see it. If she wants to give it to you, she can. After she is deceased, then you are entitled to see a copy of the provisions of the Trust, as amended, assuming that it is no longer revocable at that time.
Answer Applies to: California
Replied: 8/21/2017
Law Offices of Richard M. Levy P.C.
Law Offices of Richard M. Levy P.C. | Richard M. Levy
From your mother or the lawyer who prepared the trust.
Answer Applies to: New York
Replied: 8/21/2017
    Attorney At Law | James G. Maguire
    The trust is not a public document. You can ask your mother for a copy, but she is not obliged to give it to you.
    Answer Applies to: Louisiana
    Replied: 8/21/2017
    S. Joseph Schramm | Joseph Schramm
    If the trust agreement has been recorded, you can obtain a copy at the county office of the Recorder of Deeds. Other than that, you could simply ask your mother or the attorney who drafted the trust agreement for a copy.
    Answer Applies to: Pennsylvania
    Replied: 8/21/2017
    Ashcraft & Ashcraft, Ltd.
    Ashcraft & Ashcraft, Ltd. | Randall C. Romei
    While your mother is alive the only way is to ask her. After she passes you may demand a copy if you are a beneficiary of the trust.
    Answer Applies to: Illinois
    Replied: 8/21/2017
    Ronald K. Nims LLC | Ronald K. Nims
    Unless the person who set up the trust voluntarily gives you a copy you probably don't have a right to a copy. After all, you don't own the business, what would give you the right to snoop on the owner's estate planning.
    Answer Applies to: Ohio
    Replied: 8/21/2017
    Law Offices of George H. Shers | George H. Shers
    You ask your mother, as you have no legal right to get it without the consent of the trustor or trustee.
    Answer Applies to: California
    Replied: 8/21/2017
    Law Office of Kimberly Fives | Kimberly Fives
    Ask your mother. If she filed a copy with the clerk of the court you should be able to get a copy there.
    Answer Applies to: California
    Replied: 8/21/2017
    Sebby Law Office
    Sebby Law Office | Jayne Sebby
    You can ask your mother for a copy. If the trust relates to the business, the business office should also have a copy. However, unless you have some sort of claim to the business, such as a partial ownership, you may not be legally entitled to obtain a copy. If you believe your mother was incompetent when she made the changes or that someone coerced her to make changes, you may need to apply to a local court to obtain a copy.
    Answer Applies to: Nebraska
    Replied: 8/21/2017
    Skillern Law Firm
    Skillern Law Firm | Penni Skillern
    In Oklahoma, the creator of a trust does not have to give anyone a copy of the trust. Beneficiaries may receive a copy once the creator of the trust (called the Trustor) passes away. However, while she is alive, she can keep it private.
    Answer Applies to: Oklahoma
    Replied: 8/21/2017
Click to View More Answers:
12 3 Free Legal QuestionsConnect with a local attorney