Disclaimer

Some pages on this website may reference laws or legal interpretations that are no longer current. Laws change, courts interpret them differently, and every case is unique. The information provided here is for general educational purposes only and is not a substitute for legal advice about your specific situation.
You are not our client unless and until we enter into a written fee agreement, signed by both you and us, that clearly states the scope of legal work we are undertaking on your behalf. Until that time, please consult directly with an attorney of your choosing to obtain advice tailored to your circumstances.

Requests for Trust Accountings

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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