Legal Question in Wills and Trusts in New Jersey

Pro Se power of subpoena

I am pro se and wonder if it is correct

that I can serve the trustee with a sub

in order to view ledgers rather than

a forensic accounting. Would it be possible to just send that to his attorney?


Asked on 10/30/08, 11:01 pm

1 Answer from Attorneys

Walter LeVine Walter D. LeVine, Esq.

Re: Pro Se power of subpoena

You do not say what your relationship is to the trust. Presuming you have some relationship, like being a beneficiary, the trustee is obligated to account to you, and provisions of the trust document should require it. If the trustee refuses, you can sue for the accounting, and a subpoena is part of the suit. If you have no relationship with the trust, you have no rights.

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Answered on 10/31/08, 11:37 am


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