Need to find out info regarding a Trust. My sister says she is the successor trustee of my mom's trust and was told not to allow copies to be made of the trust to avoid possible fraud regarding the trust. Under California law she is required to provide my sister and I a copy of the trust within 60 days of my Mom’s passing, if requested in writing. I had thought I was listed on the trust as well and thought that I should be able to get a copy of the trust but now they are saying I cannot have a copy. She said that I could read it anytime, but she lives in Arizona and I am in California and she would say we would have to wait until they come here which might be in a year. Now I have not seen this trust but her husband is directing a whole lot of this and the same thing that is happening with my mother, they did the same thing with his mother & his sisters as I've spoken to them. I am listed as the POA to my mom's health care so not sure if I have any leverage with this? They are calling all the shots and it is very alarming to me.
Can you ask your mom?
I would contact an attorney in Arizona and clarify what their rules are, it is a state by state legal issue and I know the state of residency rules.
Your sister can't take snap chat of pertinent information so you know she is in control?
Unless there is a provision for co-trustee upon (enter conditions) whomever your mom chose is it.