Legal Question in Wills and Trusts in California

I am an heir to a living trust to receive 50,000. I was paid 1/3 of that almost 3 years ago. There is a farm that needs to be sold and I understand the executors have put this up for sale, however, I believe they are hidding something. The reason I say this is because I have requested information as, where is this property located and who has listed it. Unfortunately, they will not give that information. My question is, what rights as an heir do I have regarding this information?

Asked on 8/26/10, 2:00 am

2 Answers from Attorneys

Jonathan Reich De Castro, West, Chodorow, Glickfeld & Nass, Inc.

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As a beneficiary you have a right to reasonable information respecting your bequest. If the Trustees will not provide you with that information, or if you believe that they are not properly discharging their duties as trustees, you can petition the Court in the County in which the Trust is being administered to instruct the Trustees to provide that information and/or take other steps as may be appropriate. I hope this helps.

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Answered on 8/31/10, 9:21 am

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