Revocable Living Trust Extract Data For Free

Trusts Are Not Public Record. Most states require a last will and testament to be filed with the appropriate state court when the person dies. When this happens, the will becomes a public record for anyone to read. However, trusts aren't recorded.

If you can't find original living trust documents, you can contact the California Bar Association for assistance. 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.

Generally, assets you want in your trust include real estate, bank/saving accounts, investments, business interests and notes payable to you. You will also want to change most beneficiary designations to your trust so those assets will flow into your trust and be part of your overall plan.

Unlike a Will, which has to be filed with the court at the start of the probate process, a Revocable Living Trust generally does not have to be filed or recorded anywhere. Unless there's a lawsuit concerning your trust, it won't become a matter of public record.

California law requires any deed transfer involving real estate property be recorded in the county clerk's or county recorder's office in the county where the property is located. The trust grantor must record the original trust document, real estate deed and appraisal report.

In California, a trust does not have to be recorded to be legal unless it holds title on real estate.The trustee maintains a record of all trust property in a trust portfolio. After the trust grantor dies, the trustee distributes all the trust's property to trust beneficiaries.

The best way to find a trust is to ask the person who created it or the person who manages it. If the trust owns real estate, then a deed to the trust has probably been recorded in the county where the real estate is.