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I think someone changed my grandmother's trust -- what should I do?

Question:

My grandmother made a revocable living trust before she died. I have a feeling someone changed the trust after her death. How can I get a copy of it?

Answer:

It may be tough indeed to sneak a peek at the trust. Trusts are private documents. That is a key difference between trusts and wills, which are filed with the probate court and become matters of public record. And in fact, that is what attracts some people to making a living trust in the first place: They can live and die assured that the world will never see its contents.

There are a few exceptions, of course. For example, California and some other states give people who would inherit from a deceased person the right to see a trust. But in most places you have no right to look at someone else's trust document, unless you are named as a beneficiary of the trust.

Unless you have a good basis for a lawsuit alleging that you have been fraudulently cheated out of a rightful inheritance, you probably will not get to see the document. If you think you might have a case, talk with a local lawyer who has experience with lawsuits over estates and trusts.

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