How to Get a Copy of a Revocable Trust in Oklahoma
A revocable trust is a document created to hold and manage assets. Family trusts are created to develop an estate plan that avoid probate and directs how assets are to be disturbed upon the death of the grantors; upon their death, the trust becomes irrevocable. Because trusts are private documents in Oklahoma, they aren't filed with family courts prior to or after the death of the initial grantors. Those with valid reasons for needing a copy can obtain one, though it must come with trustee approval.
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Instructions
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Establish your need for the trust copy. Banks need a copy of the trust to open bank accounts under the trust name and legitimately fund the trust. The same is true with transferring real estate or other assets into the trust. Beneficiaries may not have a need for a copy of a revocable trust until it becomes irrevocable, though beneficiaries often obtain a copy to know what needs to be done upon the death of a loved one.
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Call the trustee and ask him for a copy of the trust, explaining why you need it. If the trustee has lost his copy, the attorney who created it has a master copy as well. You may need a notarized letter of approval from the trustee.
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Contact the attorney who wrote the trust by phone or mail. State the reason for the need and request it. The attorney will probably confirm with his client to validate your request as a means of protecting everyone involved.
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Tips & Warnings
If you're a beneficiary who needs a copy of the trust after the death of the trustee, but you don't have either a copy or the attorney's information, contact banks or brokerage firms where the trust had assets; a copy is filed at those places. With a death certificate, a copy can be provided to you if you're named as a successor trustee.
