It was not a failure to read the first post. The documents may be with another firm or archived somewhere known to the retired attorney.That may be, but I was really commenting on this poster's failure to read even the first post in the thread. This "firm" no longer has a vault.Rather than assuming it is a dead end, trying to track down the retired attorney to ask where it may be found is one of the first things to do.In the very first post, the OP wrote "The attorney who prepared the trust in 1996 has retired and moved to another state. It was a sole proprietorship, not a legal firm - so it's unlikely that the file was passed to a new partner." So, the law "firm" seems to be a dead end.Without reading more details in the thread, do you have any idea which law firm drew up the trust? Every estate attorney I've ever worked with will have an original or copies in the law firm's vault. If there are financial accounts in the name of the trust, there is probably a copy of the trust somewhere in their documents as well, or at least a memorandum of trust which will lead you back to the law firm.
Statistics: Posted by Northern Flicker — Mon Jan 01, 2024 2:17 am — Replies 43 — Views 3396