Legal Question in Wills and Trusts in California

marital trust

my sister and myself are the benificiarys of the marital trust after the death of my stepmother.Do we have a right to an accounting?


Asked on 10/22/07, 8:15 pm

2 Answers from Attorneys
Mitchell Roth MW Roth, Professional Law Corporation

Re: marital trust

Yes.

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Answered on 10/22/07, 10:36 pm

Re: marital trust

Yes. You have a right to an accounting. You can make a demand in writing to the trustee to provide an accounting.

You should also request a copy of the trust agreement/declaration if you do not already have it.

Caleb

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Answered on 10/23/07, 3:25 pm


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