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?
The information provided is for general information and does not form an attorney-client relationship. See our .Bill HenryFounding Partner | 19 years of experience
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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