Legal Question in Wills and Trusts in California

Is the trustee of a living trust in California required to provide an accounting to the beneficiaries? What is the state legal code which supports this requirement?


Asked on 7/13/12, 2:01 pm

2 Answers from Attorneys
Michele Cusack Pollak & Cusack

Probate Code Section 16062

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Answered on 7/13/12, 2:14 pm
Jennifer Rouse Meissner Joseph & Palley

If the trust is irrevocable, annual accountings must be provided unless waived by the beneficiaries.

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Answered on 7/13/12, 2:17 pm


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