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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.
Revocable Living Trust Amendments & Restatements: Cost starts at $400 for a simple amendment or $1,200 for a full restatement. Special Needs Trust: Cost starts at $3,000 for a stand-alone document or $1,500 when created in conjunction with a revocable living trust-based estate plan.
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, there are three steps to getting a copy of a trust document: Make a written demand for a copy of the Trust and its amendments, if any; Wait 60 days; and. If you do not receive a copy of the Trust within 60 days of making your written demand, file a petition with the probate court.
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. However, the beneficiaries only have the right to obtain a copy of the trust when their rights have vested.
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.
Amending a revocable trust usually requires additional paperwork, but can be accomplished by strikeouts and handwritten additions to the original document. Whether the amendment is by a separate document, of changes on the original trust document, it requires a date and signature.
The California Probate Law section 16061.7 provides for the beneficiaries right to see the trust. Trustees should furnish beneficiaries and heirs with copies of the trust document.