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| Wills, Trusts, Estates Wills, trusts, estates, gift tax planning, etc. |
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#1 |
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Junior Member
Last Online:
Oct 13th, 2007 04:04 PM Join Date: Oct 2007
Posts: 1
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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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#2 |
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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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#3 |
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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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