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Copy of CA Living Trust? How? Where?

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Old Oct 13th, 2007, 04:04 PM     #1
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Default Copy of CA Living Trust? How? Where?

My mom filed a Living Trust in Los Angeles, California. Her attorney is long retired..probably dead. His practice disolved when he retired many years ago. Mom died. I cannot find her original Living Trust, or even a copy. Is there an agency I can contact to obtain a copy of her trust? I am the executor. P,ease help!
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Old Oct 15th, 2007, 07:31 PM     #2
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Default Re: Copy of CA Living Trust? How? Where?

Have a court records search done if it was filed in the county records. You should consult a lawyer first to see where and if it would have been filed.
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Old Dec 20th, 2007, 09:11 AM     #3
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Default Re: Copy of CA Living Trust? How? Where?

Also: sometimes people put a copy of their trust in a safe deposit box. If you can find a key to the box, and the bank and box number, you can open it to inventory it and remove trust and will docs. The bank then makes a copy of these and keeps the copies in the box. I think you have to show that you're a successor interest in the accountholder's trust or estate, so you'd have to show the death certificate, and proof that you're her child, I think. The bank I dealt with was so inept at the whole business, that I had to pester them and call higher up the chain of command to get them to follow the law; but that's another story.
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