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And you cannot go to any other California government office and ask to see the Trust. Trusts are private documents and they typically remain private even after someone dies. The only way to obtain a copy of the Trust is to demand a copy from the Trustee (or whoever has a copy of the documents, if not the Trustee).

Contents List your assets and decide which you'll include in the trust. Gather the paperwork. Decide whether you will be the sole grantor. Choose beneficiaries. Choose a successor trustee. Choose someone to manage property for minor children. Prepare the trust document. Sign and Notarize.

At death, a copy of the trust generally suffices for all parties in place of the original. Generally a court is not involved in administering a trust. But safeguarding the original copy of your living trust should be the goal. The safest place, though inconvenient, is in a San Diego bank or credit union.

A trust is not a public record. So, the general public or anyone who is not a beneficiary does not have a right to know about the assets in your trust.

In California, trust beneficiaries are entitled to receive a copy of the trust as long as the trust has become irrevocable (i.e. the trust can no longer be changed.) The same is true for heirs of the settlors (the people who created the trust) who aren't named as beneficiaries.

Under California law (Probate Code section 16061.7) every trust beneficiary, and every heir-at-law of the decedent, is entitled to receive a copy of the trust document.

To make your trust valid in California, you simply need to sign the trust document ? that's it! You don't need to have your document witnessed or notarized to make it valid.

The short answer is that yes, beneficiaries and heirs are entitled to a copy of the trust document.

Here are the steps for amending or revoking a living trust:Online living trust forms are available.Try to be as specific as possible.Language specifics are required.The amendment should be notarized.Ensure that your trust document and amendment are kept together.Alternatively, you may want to restate the trust.More items...?Jul 27, 2021

When you create a DIY living trust, there are no attorneys involved in the process.It is also possible to choose a company, such as a bank or a trust company, to be your trustee. You'll also need to choose your beneficiary or beneficiaries, the person or people who will receive the assets in your trust.