Requests for trust accounting should be done by a beneficiary as soon as possible. Pursuant to California probate code 1060 (the accounting section) and 16060 et seq (the duty to inform section). This starts a time clock and the trustee’s failure to comply with a reasonable request can put the trustee in a place of being in breach of their fiduciary duty. This breach is important if you want to eventually remove them as trustee. It’s all about setting the stage!
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