Legal Question in Wills and Trusts in California

Accounting for the Estate

I would like to know how to file a arbitration dispute

against a accountant doing accounting for the the estate.

Which form do I use to do this?


Asked on 12/28/05, 4:40 pm

3 Answers from Attorneys

Kai Wessels Kai H. Wessels

Re: Accounting for the Estate

Unfortunately, your question does not provide enough facts to give you a meaningful answer. If a probate has been opened and an accounting has been ordered, then the proper step is to file an objection to the accounting. The same is true if the court has ordered an accounting of trust assets -- namely file an objection to the trust accounting.

Since there are to many unknowns and no simple answer, I strongly urge you to retain an attorney who does probate litigation to assist you with your problem.

Good luck!

Kai H. Wessels, Esq.;

(tel.: 877-Wessels)

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Answered on 12/28/05, 5:00 pm
H.M. Torrey The Law Offices of H.M. Torrey

Re: Accounting for the Estate

We would need to know alot more facts to give you direction or help in this matter. For a free consultation, contact us directly this week.

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Answered on 12/28/05, 11:05 pm
Mona Montgomery Mona Montgomery, Attorney at law

Re: Accounting for the Estate

There is a form for demanding an accounting but it is not as simple as it sounds. The first thing you want to do is get an attorney to contact the accountant and work out some kind of arbitration. You really do not want a formal accounting as these are very expensive and are paid for out of the estate. Once you get the matter in the hands of an attorney you can use diplomatic means to find out what is in the estate and bring the matter to a close. The other avenue, filing for an accounting, is only step one in a long, painful process, starting with your demand for an accounting, answered by an accounting, you will challenge, they will argue, and finally if fraud is found you will have to sue for fraud. This is a nasty and expensive process. Get an attorney.

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Answered on 12/29/05, 5:21 pm


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