How to Obtain a Copy of a Living Trust in California

California living trusts create separate legal entities that are granted ownership of the assets of the "grantor" or "settlor." The "grantor" or "settlor" normally appoints himself the "trustee," who is charged with controlling the assets owned by the trust. Living trusts are normally revocable while the "trustee" is alive. According to California Probate Code Section 16061.5(a), once the "trustee" dies, the living will becomes irrevocable and the contents are available to any of the beneficiaries upon request.

Instructions

1. Contact any of the known beneficiaries or heirs of the original settlor of the trust or gather any documents that help prove you are one of the beneficiaries or heirs.

2. Make a copy of the California Probate Code Section 16061.5(a) (see Resources).

3. Call or write the current trustee as named in the trust.

4. Request a copy of the trust from the trustee. The trustee may request a copy of documents proving your identity and right to the information. It may be necessary to present this request in writing with a copy of the probate code and supporting documents attached.

References

• California Estate Planning: Obtain a Copy of a Trust
• CA Trusts: California Living Trusts
• 877 Probate: California Law On Your Rights To Get A Copy of a Living Trust

Resources

• California Probate Code Section 16061.5(a)