Legal Question in Wills and Trusts in California

Does a trustee of a trust need to give a

Beneficiary a copy of the trust bank

Statements if they ask for them.


Asked on 10/22/14, 4:00 pm

2 Answers from Attorneys
Len Tillem Tillem McNichol & Brown

The trustee is obligated to provide the beneficiary with a full accounting of the trust, so any trustee who would like to make things easier for himself or herself will promptly provide beneficiaries with any of the information that would be part of the accounting, including account statements.

Read more
Answered on 10/22/14, 4:04 pm
Anthony Roach Law Office of Anthony A. Roach

Yes.

Read more
Answered on 10/22/14, 7:29 pm


Related Questions & Answers

More Probate, Trusts, Wills & Estates questions and answers in California