Full question:
We have a Revocable Living Trust Agreement and a Will that we states the Trustee is to distribute property as stated on a seperate, dated writing, in existence at the time of death. We believe wishes are not being carried out according to this writing but we have not seen a copy of said writing. Don't these records become public after death? There is also a clause in the will that states if anyone contest the will they will receive the sum of one dollar, and only one dollar. If we challenge the fact that things are not being followed correctly, this is not actually contesting, it is making sure that they are being followed exactly, correct? Is there usually a formal reading of Living Trusts and Wills? How would we make one happen if not? Would we have to employ our attorney to make sure the will is being followed correctly? We just want to make sure that the deceased wishes are being followed, the way she wanted them followed.
- Category: Wills and Estates
- Subcategory: Will Contests
- Date:
- State: National
Answer:
Formal readings of the will or trust are generally not required. A trust or will document is not a public dcument unless it is filed. A will is typically filed with the probate court in the county where the deceased resided at the time of death as part of the probate process. A trust instrument is often a private document. A revocable trust may be recorded in the office of the clerk of the circuit court of the county where any real property affected by the trust is located. Some states
allow a notice of trust or related document to be filed at the courthouse, so you may try calling the courthouse (ask for the Probate Division) to see if the trust was filed at the courthouse. I suggest consulting a local attorney who offers a free initial consultaion if you wish to pursue the matter further.
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