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Does a Beneficiary Have the Right to See the Trust? The California Probate Law section 16061.7 provides for the beneficiaries right to see the trust. Trustees should furnish beneficiaries and heirs with copies of the trust document.
Under California law, a trust may be created for any purpose that is not illegal or against public policy. A trust created for an indefinite or general purpose is not invalid for that reason if it can be determined with reasonable certainty that a particular use of the trust property comes within that purpose.
Trustees. The trustees are the legal owners of the assets held in a trust. Their role is to: deal with the assets according to the settlor's wishes, as set out in the trust deed or their will.
A Certificate of Trust may need to be recorded in the county that any real property is in. That said, if there's no real property owned by the Trust, there may not be any need to record it.
The certification, made under penalty of perjury under the laws of the State of California, says that the attached abstracted copy of said trust is a true and correct copy of the original trust as executed. Lastly it is not always necessary to provide either the certification of trust or the abstract of trust.
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People also ask

A trust is not a public record. So, the general public or anyone who is not a beneficiary does not have a right to know about the assets in your trust.
As of April 1, 2022, the California Probate Code has been updated to increase the gross value of a deceased person's property from $166,250 to $184,500.
To make your trust valid in California, you simply need to sign the trust document \u2014 that's it! You don't need to have your document witnessed or notarized to make it valid. However, many people choose to sign their document in the presence of a notary public to help authenticate the document.
It's important to sign a Living Trust in front of a Notary Public. Keep in mind, if you have a Trust with a partner or spouse, you'll both need to sign the Trust Certification for it to be valid. Once it's signed and notarized, you should record it through your local county office.
A certification of trust (or "trust certificate") is a short document signed by the trustee that simply states the trust's essential terms and certifies the trust's authority without revealing private details of the trust that aren't relevant to the pending transaction.

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