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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.

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Successor Trustee has all the authority when the Trustee becomes incapacitated. That's why they are appointed.

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.
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I am no attorney but I recently went through the process of becoming complete Attorney-in-fact (POA) in California for my dying Aunt in case she became unresponsive. What you write here does not pass the smell test. I was never told not to make a copy. I don't think your POA for health decisions carries any weight. Is the money in this trust enough to come between family members? If you don't trust your sister and think she's playing dirty pool, you may have to get an attorney involved. Again, I can only share from my personal experience. Contact a professional if you can't get what you consider a straight answer from your sister and think it's necessary.
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A health care POA doesn’t give you any leverage and if your mom is still living then your sister isn’t even trustee yet unless the trust specifies otherwise-some specify that when the original trustee becomes disabled and unable to take care of things on their own, the successor steps in. If mom is still living and it sounds like she is, you aren’t legally entitled to a copy of trust until she dies.
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