Is there any way to determine the veracity of an estate accounting provided by the trustee to the beneficiaries?

Get Legal Help Today

 Secured with SHA-256 Encryption

Is there any way to determine the veracity of an estate accounting provided by the trustee to the beneficiaries?

Asked on June 16, 2013 under Estate Planning, California

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 8 years ago | Contributor

Do you mean that you are questioning the accounting and think that the Trustee may have breached their fiduciary duty in safeguarding the assets of the estate and is now fudging the numbers?  You can hire an independent person to go through the estate / trust but you probably have to challeneg the trustee in court prior and have the court order the review.  Seek legal help.  The law in your state will apply.  Good luck.


IMPORTANT NOTICE: The Answer(s) provided above are for general information only. The attorney providing the answer was not serving as the attorney for the person submitting the question or in any attorney-client relationship with such person. Laws may vary from state to state, and sometimes change. Tiny variations in the facts, or a fact not set forth in a question, often can change a legal outcome or an attorney's conclusion. Although AttorneyPages.com has verified the attorney was admitted to practice law in at least one jurisdiction, he or she may not be authorized to practice law in the jurisdiction referred to in the question, nor is he or she necessarily experienced in the area of the law involved. Unlike the information in the Answer(s) above, upon which you should NOT rely, for personal advice you can rely upon we suggest you retain an attorney to represent you.

Get Legal Help Today

Find the right lawyer for your legal issue.

 Secured with SHA-256 Encryption