Legal Question in Wills and Trusts in California
Distribution of money
Petitioner kept $5,000 for ''closing fees'', and ''as a reserve for tax purposes''. As a beneficiary, I have asked for an accounting, and the attorney has refused to respond. My attorney refuses to communicate, also.
2 Answers from Attorneys
Re: Distribution of money
The information you provide is inadquate to respond in any meaningful way. You may want to call for a consult.
Re: Distribution of money
Any fiduciary acting for the benefit of a beneficiary is legally responsible to provide you with the accounting you are requesting, and it cannot be reasonably withheld. If the attorney at issue is not responding to your request, and your attorney is non-responsive as well, email our Law Firm directly for prompt legal assistance in this matter.
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