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jkent0425

Junior Member
What is the name of your state (only U.S. law)? Ca
Do i have a right to an accounting of the assets, proceeds and liabilities of the estate? i am part of the distribution of trust. 1/4% the firm handling the estate (executors) has refused to provide me with any documentation
 


anteater

Senior Member
You can read about the obligations of a trustee to account to beneficiaries at this link:

http://www.leginfo.ca.gov/cgi-bin/displaycode?section=prob&group=16001-17000&file=16060-16064

In part:
16061. Except as provided in Section 16064, on reasonable request
by a beneficiary, the trustee shall provide the beneficiary with a
report of information about the assets, liabilities, receipts, and
disbursements of the trust, the acts of the trustee, and the
particulars relating to the administration of the trust relevant to
the beneficiary's interest, including the terms of the trust.
If the trustee refuses, your remedy is to petition the court to order that the trustee furnish the accounting.
 

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