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My 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?
Dec 25, 2021
Estate Planning & Elder Law
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Bill HenryFounding Partner | 19 years of experience
Profile Picture of Attorney Bill Henry
Profile Picture of Attorney Bill Henry
Bill HenryFounding Partner 19 years of experience

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.

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