What is the name of your state (only U.S. law)? Texas
The following all took place in California.
In 2007 my wife's parents set up a living trust, and a will. The only siblings are my wife, and her brother, who moved to Australia early 1980. Because of many reason's, her parents made no provisions for her brother, writing him out of the trust and any assets.
After making the trust, we helped them fund it, and in the few years to follow their health began to decline. We cared for them, took care of all their affairs, later moving both of them into asst living. Her dad passed in 2010, her mom in 2013. In communicating with her brother about their passing, he had an idea he was written out, but asked, and my wife told him that was correct.
Now two years later, he feels he's entitled to some of their assets, and wants to contest it. He emailed threatening legal action. Since getting involved in theirs lives we kept everything on the up and up, invested their money wisely - and legally, nothing shady or unethical. We have nothing to hide.
He is now challenging what she has told him, and is demanding proof. I would like to know if we are required by law to produce a copy of the trust and will for him, or is that something he will have to hire an attorney for and go through the legal system and get by a subpoena or court order or something. I do know he can't see any financial info with out a judge's order, but not sure about the trust.
The following all took place in California.
In 2007 my wife's parents set up a living trust, and a will. The only siblings are my wife, and her brother, who moved to Australia early 1980. Because of many reason's, her parents made no provisions for her brother, writing him out of the trust and any assets.
After making the trust, we helped them fund it, and in the few years to follow their health began to decline. We cared for them, took care of all their affairs, later moving both of them into asst living. Her dad passed in 2010, her mom in 2013. In communicating with her brother about their passing, he had an idea he was written out, but asked, and my wife told him that was correct.
Now two years later, he feels he's entitled to some of their assets, and wants to contest it. He emailed threatening legal action. Since getting involved in theirs lives we kept everything on the up and up, invested their money wisely - and legally, nothing shady or unethical. We have nothing to hide.
He is now challenging what she has told him, and is demanding proof. I would like to know if we are required by law to produce a copy of the trust and will for him, or is that something he will have to hire an attorney for and go through the legal system and get by a subpoena or court order or something. I do know he can't see any financial info with out a judge's order, but not sure about the trust.