Is it legal to just send a copy of the paragraph that pertains to the deceased’s son? 5 Answers as of August 12, 2015

My friend's father just recently passed away. When he asked his stepsister for a copy of the trust, they said they would just send him a copy of the paragraph that pertains to him. He believes they are trying to hide something. My friend lives in another state.

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Law Ofices of Edwin K. Niles | Edwin K. Niles
If you request it, the trustee must give you a copy of the trust. Probate Code 16061.5.
Answer Applies to: California
Replied: 8/12/2015
Law Office Of Victor Waid
Law Office Of Victor Waid | Victor Waid
Per the California probate code, your friend is entitled to receive copy of the entire trust document within 60 days of death of trustor; advise your friend to obtain the services of a trust/probate litigation attorney to represent him as a beneficiary of the trust, to make demand for a copy of the trust and determine friend's rights under the trust, and maybe seek enforcement of the trust provisions that apply to him.. DoNotDelay.
Answer Applies to: California
Replied: 8/12/2015
Minor, Bandonis and Haggerty, P.C.
Minor, Bandonis and Haggerty, P.C. | Brian Haggerty
Your friend should send the trustee a written request for a copy of the trust. The trustee has to provide a copy of the trust. The trustee has to keep all qualified beneficiaries reasonably informed about the administration of the trust.
Answer Applies to: Oregon
Replied: 8/12/2015
Irsfeld, Irsfeld & Younger LLP | Norman H. Green
It does not matter where your friend lives. It matters where the trustee lives and where the father lived. If in California, then he is entitled to the entire trust except any parts that remain revocable.
Answer Applies to: California
Replied: 8/12/2015
Law Office of Jeffrey T. Reed | Jeffrey T. Reed
They need to send a copy of the entire trust including any amendments. And he can ask for an accounting.
Answer Applies to: California
Replied: 8/12/2015
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