Disbursement of money from a trust

[barney2008]

I will be inheriting money from my mother's trust. It will, however, be distributed over time. (I think 4 years. The executor, my sister, has not yet told me the terms of the trust.) Do I have a right to stipulate where that money is held? I have an investor I want to handle the money. If I cannot stipulate it, can I require monthly statements and that all interest accrued be put with the money so the money will grow? Will my sister be in control of that money?

The trust is under California law. I am in Texas.

Is my sister required to send me a copy of the will, or do I have to ask for it?

 

[lwpat]

You can get a copy of the will from the proate court. Ask your sister for a copy of the trust. How the money is handled depends on the terms of the trust.