K
Karen L. Archer
Guest
I reside in Oregon. I am the oldest of four children. My mother died June 1, 2001, in Sacramento, California. She had been living with my brother for approx. 4 years at the time of her death from Alzheimers. My brother is the trustee of the estate (there was a trust set up several years ago). I am a beneficiary of the trust. My brother has refused to provide me with a copy of the will or the trust, saying that it is all confidential, and that he will not give me any information or release anything to me or my siblings unless I agree to relinquish, in writing, all interest in the estate. He has refused to answer any questions about what happened to the assets that were listed in the trust. In fact, he will not respond to any phone calls, or mail inquiries that I have sent him, other than to email me the demand that I relinquish interest. I researched the statutes, and found that his fiduciary duty, as trustee, is to provide me with a copy of the trust and will within 60 days of her death. What is my next step? Can he be compelled to do what the law requires? The statues indicate that the trust becomes irrevocable 1 year from the date of death. Where do I go from here?