Legal Question in Wills and Trusts in California

If you are a beneficiary of the estate, you can compel the trustee to submit the trust document to the probate court and account for the assets and proceeds of the trust.

Any beneficiary of an estate (or a trust) can petition the court to instruct the executor concerning an estate (or trust). If you, or your son, do not think you are getting what you should you should consider filing such a petition. Given the amounts involved, I wouls suggest that your first make a written demand on the executor (and his counsel if he has one) setting forth exactly what you wnat and that you will go to court if you don't get it.

Good luck.

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