Legal Question in Wills and Trusts in California
Non-responsive executor
My mother died 18 months ago. The
person named as executor of the
trust has not provided any
information regarding assets or
liabilities to the trust. None of the
beneficiaries have received any
information, except the executor and
her daughter who are minor
beneficiaries. What are my options?
2 Answers from Attorneys
Re: Non-responsive executor
Disclaimer: The materials provided below are informational and should not be relied upon as legal advice.
I am sorry for your loss. You should make a written demand to the trustee for diclosure. If the trustee refuses, you may need to bring legal action against her. You should consult your own attorney to protect your legal rights.
Re: Non-responsive executor
A Petition for Accounting is the normal redress in your situation. This is a Petition to the Court, and the Trustee, demanding a complete accounting of the trust assets.
If you would like to discuss this matter further in a more private forum, please feel free to contact me directly at the email address provided by LawGuru or through our firm�s website located at PasadenaEstatePlanning.com
IMPORTANT:
No attorney-client nor confidential relationship is created through this communication. You may not rely in any way on this communication, and nothing herein constitutes legal advice nor legal opinion. Your issue may be time-sensitive and may result in a loss of rights if you do not obtain an attorney immediately.
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