Legal Question in Wills and Trusts in California

Accounting of Trust Monies

When you decide to fire a Revocable Trust trustee for shady handling of your trust,how soon must they produce an account of all monies that they have spent while being trustees?


Asked on 3/05/09, 8:22 am

1 Answer from Attorneys

Michele Cusack Pollak & Cusack

Re: Accounting of Trust Monies

A beneficiary can petition the court for an order compelling the trustee to report information or to account if

The trustee has failed to submit a requested report or account within 60 days after a written request by the beneficiary; and

No report or account has been made within 6 months preceding the request.

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Answered on 3/05/09, 11:13 am


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