Is there any way to determine the veracity of an estate accounting provided by the trustee to the beneficiaries?
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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 10 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.
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