Legal Question in Wills and Trusts in California

Disclosure of Accounts/Monies to beneficiaries on a Trust

I would like to know if the trustee of my mothers estate has to disclose all accounts that my mother had? Even if these accounts were in my mothers name only. I was told by the trustee that she only has to account for the accounts under the trust name only. This is a irrovocable trust, if that is any help. Thank you.


Asked on 9/04/04, 5:17 pm

1 Answer from Attorneys
Scott Schomer Schomer Law Group

Re: Disclosure of Accounts/Monies to beneficiaries on a Trust

Generally she is correct. However, trustees are often given roles as attorneys-in-fact and also, trusts are often written with pour-over wills that might convert outside accounts into trust assets. Ask her if she at least can identify the non-trust accounts and consider conducting your own investigation.

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Answered on 9/06/04, 4:31 pm


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