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About David Disraeli
Expertise
I can answer questions about living trusts, why you would or would not want one. I can also answer questions about estate tax reduction and advanced charitable giving, family partnerships and asset protection. I may have already answered your question here: www.lifeplanblog.com

Experience
I have worked for 23 years with clients and their attorneys to formulate estate plans to meet client goals. I have found many mistakes made by client attorneys and were able to have them corrected. I focus on making sure that beneficiaries are protected from current or future spouses and lawsuits so the wealth stays in the family.

Publications
I am an expert in the college planning section of this website

Education/Credentials
Certified Financial Planner 1994

You are here: Experts > Money > Wills/Estate Planning > Trusts & Estates Law > how ca i get a copy of my fathers will/trust?

Trusts & Estates Law - how ca i get a copy of my fathers will/trust?

Expert: David Disraeli - 11/3/2009

Question
my sister is the executer of the will and we dont get along is there any other way i can get a copy? i havent recived anthing and i would like to know whats going on

Answer
Sorry for your hassle. I assume that you have reason to believe that you are included in the will?

It is a public document once it begins the probate process. However many documents are not public like insurance policies, IRA's, trusts etc. The only way to see those is to ask nicely (I assume that didn't work) or demand them via legal means. I doubt your sister wants the state eaten up by legal fees.

In any event If you decided to press the matter you will have to get nasty and force her to turn them over per a court order. I'll explain this further when the time comes. First see if the court has a copy of the will. It must be probated in the county where your relative died.

Let me know what happens.

David Disraeli, CFP

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