What is the name of your state? California
My mother set up a revocable living trust with my sister and I as co-successor trustees and also executors of her will. She sent us detailed accountings of her assets and gave us specific instructions about where she kept the documents and keys to her safe deposit boxes, etc. The thing she never imagined is that her husband (our step-father) is not allowing us access to the documents as they are in her house. I say "her" and not "their" because she held title to the house in her name only and paid for it with pre-marital assets. We have not had an adversarial relationship at all with her husband, but I suspect that his daughter is counseling him to try to contest the will and trust. How do you suggest we access the will/trust that are in the house and get on with the process? What if he destroys the documents? (We have proof that the trust exists but not the trust document itself.)
My mother set up a revocable living trust with my sister and I as co-successor trustees and also executors of her will. She sent us detailed accountings of her assets and gave us specific instructions about where she kept the documents and keys to her safe deposit boxes, etc. The thing she never imagined is that her husband (our step-father) is not allowing us access to the documents as they are in her house. I say "her" and not "their" because she held title to the house in her name only and paid for it with pre-marital assets. We have not had an adversarial relationship at all with her husband, but I suspect that his daughter is counseling him to try to contest the will and trust. How do you suggest we access the will/trust that are in the house and get on with the process? What if he destroys the documents? (We have proof that the trust exists but not the trust document itself.)