Legal Question in Wills and Trusts in California

my father and stepmother have a trust,my father died,now my stepmother is trustee and I'm the beneficiary when she dies.in calif. is she legally obligated to give me an accounting of the estate if I request it?


Asked on 4/26/17, 2:52 pm

1 Answer from Attorneys

Scott Jordan Jordan Law Office

It depends on what the Trust requires. However, generally, no a Settlor who is also the Trustee does not need to provide an accounting when the Settlor is the primary beneficiary of the Trust.

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Answered on 4/26/17, 3:37 pm


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