Legal Question in Wills and Trusts in California
My brother, the successor trustee, and I do not have a good relationship at all. I am a 50/50 beneficiary and the trust is now irrevocable. He was hostile initially, but became reasonable with his communication since. My father passed 3 months ago. Essentially there is a house to be sold and two bank accounts to be distributed. I read there is an accounting requirement annually. My question is if I ask for bank account balances at the time of my father’s passing or the current balances is by brother required to give me that information now or does he have a full year if he has to report the accounting annually? Is he required to communicate with me if I ask that question and how long is it reasonable to give him if I ask the question? He has not responded for 4 days at all. Prior to that he was communicating. Am I being reasonable? This is in California.
1 Answer from Attorneys
There is supposed to be a full accounting when there is a change of trustee. The trustee must also account to the beneficiary within 60 days of a written request and annually.
Related Questions & Answers
Looking for something else?
10,200 active attorneys ready to answer your legal questions today.
Featured Attorneys
Earn additional revenue and grow your business.
