Legal Question in Wills and Trusts in California

Termination of a Trust

At the termination of a trust, does the executor need to file an account with the Court before they can be dismissed from office? Or does that only apply if the estate went through probate? No waiver of accountability has been sign by the interested parties? Does an heir have to request in writing for a final account? Are there codes that I can read?


Asked on 4/10/07, 8:18 pm

2 Answers from Attorneys
Donald Field Donald L. Field, Jr., Attorney at Law

Re: Termination of a Trust

see Probate Code Section 15000 through 20225 at:

http://www.leginfo.ca.gov/cgi-bin/calawquery?codesection=prob&codebody=&hits=20

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Answered on 4/11/07, 7:33 pm
Gary Matta Law Offices of Gary R. Matta

Re: Termination of a Trust

If you are asking about a trust, generally the terms of the trust dictate the terms of accounting. If you are dealing with a probate, then the court will require an accounting unless there is a waiver. The trust may be court supervised which would change the analysis. Please feel free to contact my office and set up a free consultation.

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Answered on 4/10/07, 8:30 pm


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