What is the name of your state? California
My Grandmother had a Revocable Living Trust and she passed away in May of 1998. My half sister in Oregon is the Successor Trustee of that estate. She dispersed the "stock portfolio" in February of 2001 (finally!) . However, she has still not distributed to me, a direct, equal beneficiary in that Trust, named so, my share of the proceeds of the sale of a house that took place in 1996!
I have delicately raised the question, "Are you about to finalize the estate and send me the balance soon?" about every 6 months. We have been on good terms. However, very recently, I finally told her, (as well in an email) that IT IS TIME. All IRS issues have been resolved, there are only two beneificiareies, herself, the Trustee and myself. It is time to distribute the funds. She continually goes into a litany about "how hard this has all been". However, I made it clear that she took this upon herself, etc. and I even offered to hire her an attorney to "assist" her. She declined.
I am now not waiting any more. It has been 4 years and there are no outstanding debts or any issues for her to deal with.
Is there a statute of LImitations for a successor trustee to disburse monies to beneficiaries? She lives in Oregon, my grandmother made the Trust in California.