Long Beach California Living Trust Property Record
Description
How to fill out California Living Trust Property Record?
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FAQ
In California, it is not always necessary to file the living trust with the county. However, all real assets, such as real estate, must have new deeds filed under the trustee's name in the name of the trust for the assets to be included in the living trust.
The synopsis is summarized version of the main provisions of your living trust. The summary includes quick references to trustees, beneficiaries, disposition of property and more.
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).
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.
We recommend consulting with an estate litigation lawyer. Your lawyer can help you send the estate representative a written demand letter. In the demand letter, you can demand to see the will and find out whether you are a beneficiary.
Trusts aren't recorded anywhere, so you can't go to the County Recorder's office in the courthouse to ask to see a copy of the trust. However, if real estate is involved, the trust may be recorded in the local office of the county clerk.
The trustee is required to put your interests and the trusts before the trustee's interest. As a beneficiary, you are entitled to review the trust's records including bank statements, the checking account ledger, receipts, invoices, etc.
By the way, Trusts are not recorded anywhere. That means you cannot go to the County Recorder's office and ask to see a copy of the Trust. 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.
A trust avoids probate on any assets that are titled in the name of the trust. The terms of the trust must be revealed to the beneficiaries and heirs when the terms become irrevocable.
