A revocable trust is an increasingly popular alternative to traditional wills, because revocable trusts allow you to place your assets into a trust, to be distributed after your death by someone you've named without the assets going through probate. This can save your heirs substantial time and avoid some of the estate taxes they would otherwise be subject to. The state requirements for filing revocable trust documents vary, and in Oklahoma, there is no requirement to file the trust with the county or state. Because they are considered private documents, you have to find who holds the originals in order to get a copy.
Determine where to begin looking for an original of the trust document. If the trust grantor is still living, you can ask them to make you a copy of their document. If they are not, and you are a beneficiary, you will have to look elsewhere.Step 2
Contact the bank the grantor used while they were alive. Ask if they have a record of a revocable trust account in the grantor's name and ask if you can get a copy. You will need to prove that you are a beneficiary or trustee of the account in order to get a copy.Step 3
Contact the legal representative of the trust grantor. If they had an estate lawyer, they probably advised the grantor regarding the trust and would have a copy of the trust. However, they will not give you a copy unless you are a beneficiary or trustee.Step 4
Contact the executor or next of kin of the trust grantor. They will have access to the legal documents for the trust and can give you a copy if you need one. If you don't know who the executor is, you can contact the next of kin and ask, or you can ask the next of kin to look for the grantor's copy of the revocable trust.Step 5
Contact the county courthouse in the county where the trust grantor lived. Although revocable trusts are considered private documents and are not required to be filed with the court, some people file the trusts anyway. It is possible that the trust is on file and you can get a copy from the county clerk.
Items you will need
- Proof of identity
- Name of the trust grantor
- Grantor's bank information or legal representative
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