Legal Question in Wills and Trusts in California

What type of response do I file When a trustee files a petition for a settlement of account, but what they have filed does not actually equate to an accounting. It seems to be more like a complaint for damages, attorney fees and a bunch of other monetary requests?


Asked on 2/29/12, 2:30 pm

5 Answers from Attorneys

Jennifer Rouse Meissner Joseph & Palley

You must file an objection to the accounting on pleading paper and serve it by mail on all the interested parties.

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Answered on 2/29/12, 3:01 pm
Michele Cusack Pollak & Cusack

You should have an attorney review the petition and account to see if it fulfills the statutory requirements.

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Answered on 2/29/12, 3:03 pm
Kurt Seidler Law Offices of Kurt A. Seidler APC

The probate examiner will be sure to point out the errors, right down to the misplaced semi colon.

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Answered on 2/29/12, 5:12 pm
Anthony Roach Law Office of Anthony A. Roach

I agree with Ms. Rouse. Normally the procedure is to file an objection to the accounting. Probate litigation is not something you should be doing as a self help project.

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Answered on 3/01/12, 3:31 am


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