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question iconMy ste no Inp dad has a trust in both him and my mom and his son’s name as trustees , I’m not a trustee but my step dad said he had a insurance policy in my name , when he passes how would I get that policy if they don’t have my address ? And as a step child do I have a right to get a copy of it ? And could my step brother change that policy?
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We need more information to be able to completely answer your question. First, is your mother living? Your mother has a minimum right of inheritance based on the estate planning documents (the trust for example) or what is called the elective share, unless she waived her rights in a marital agreement. If your mother is not living, then you may be able to inherit based on your status as her daughter - it depends on how the estate plan was drawn up.


The foregoing information is general information only and should not be relied upon to take, or fail to take, legal action. No attorney-client relationship is formed by this information. __The only manner to obtain complete and adequate legal advice is to consult with an attorney.__
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Bill Henry
Estate PlanningDec 25, 2021
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