How can I find out who is the trustee of a trust?
Public record search or obtaining a copy of the trust are your best options. Trusts are not recorded anywhere since they are private documents. You will have t search public real estate records which will tell you who the trustee was when the property was transferred to the trust.
Who is the best trustee for a trust?
Depending on the type of trust you are creating, the trustee will be in charge of overseeing your assets and the assets of your loved ones. Most people choose either a friend or family member, a professional trustee such as a lawyer or an accountant, or a trust company or corporate trustee for this key role.
Where are the trustees of reservations in Sharon?
Almost 10 miles of wide, family-friendly carriage paths provide a captivating environment for walking, exploring, and nature watching. Known as the ARC, the Trustees Archives & Research Center in Sharon is the hub of our organization’s historical, curatorial, and instituti…
How does a successor trustee administer a trust?
The successor trustee administers or settles the trust by following the instructions in the trust agreement. They can consult and hire attorneys, financial companies, or both, to help administer the trust.
A trust is a private relationship, not registered anywhere. You need to find out who is operating the business. It can’t be a trust but would be a company or an individual who is acting as trustee. If you do a title search it will show who the owner of the property is, but it will probably be leased to someone else.
Why is a property held in a trust?
Often, a family member establishes a family trust to protect assets, create tax advantages and avoid probate actions. When it is a property is held in a trust, it is often because the previous owner is an elderly family member who has moved out of the house. The property is either still lived in by the family, or it has become a rental.
How to locate a family trust using people searches?
Family trust can be searched using a stack of individual searches, including property search and people search. It can be challenging to find the trustee and it can take some detective work.
Where can I find my trust account documents?
Call, write or visit your financial institution’s trust department, pressing it to provide copies of any trust account documents it may have on file. If you have the name of the trust account, the search is easy, but if you do not have the name, you can provide the financial institution with your own name…
How to decide what property to hold in trust?
If you own real estate with someone else but aren’t sure how you hold title, look at the deed. It should say how title is held: in joint tenancy, tenancy in common, tenancy by the entirety, community property or community property with right of survivorship (in community property states).
Where can I find a copy of a trust?
Trusts aren’t recorded anywhere, so you can’t go to the County Recorder’s office in the courthouse to ask to see a copy of the trust. However, if real estate is involved, the trust may be recorded in the local office of the county clerk.
How can I find out the name of my trust account?
The policy will have the name of the trust account on it. Review the title to any real estate you have or have had. If the property was added to the trust account, the change will be a part of the public record and is searchable. Even if it is no longer in your name, the title will list previous owners and will reveal the name of the trust account.
What to do if you can’t find the original living trust?
If you can’t find original living trust documents, you can contact the California Bar Association for assistance. Trusts aren’t recorded anywhere, so you can’t go to the County Recorder’s office in the courthouse to ask to see a copy of the trust.