Legal Question in Wills and Trusts in California

Trust

My mother passed away 5 years ago and is a beneficiary of a trust. My cousin (a lawyer) is the trustee and we have yet to hear from her. The trust accumulates monies monthly. We have received no accounting or information and she will not return calls, mail, etc. What can I do to get a response from her?


Asked on 7/25/07, 8:07 am

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

Re: Trust

Hire a lawyer. If she does not respond informally to your satisfaction, the lawyer can compel an accounting in court.

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Answered on 7/25/07, 9:05 am
Joel Selik www.SelikLaw.com

Re: Trust

File a petition with the Court if an attorney letter does not work.

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Answered on 7/25/07, 11:37 am
OCEAN BEACH ASSOCIATES OCEAN BEACH ASSOCIATES

Re: Trust

Do you have a copy of the trust? If the funds are to pass to her children in the event of her death, then you should have a copy. Has your mother's estate been settled? Contact me directly, free consultation always.

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Answered on 7/25/07, 2:27 pm
Scott Linden Scott H. Linden, Esq.

Re: Trust

Unfortunately, this is not as uncommon a situation as one might think. Our office can assist you with your situation for a minimal cost. We specialize in trusts and estates, see our site No-Probate.com, and I believe we can assist you with your situation.

-Scott

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Answered on 7/25/07, 4:13 pm


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